Summary
SHUS
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 15.65% Volatility 13.37% Sharpe 0.54
Official loaded data — not a live quote.

STRATIFIED LARGECAP HEDGED ETF

Symbol: SHUS

Exchange: NYSE

Sector: Technology

Category: Equity Hedged

Inception date: 15/06/2021

Latest date: 20/07/2026

Current price: $50.48

Expense ratio: 0.79%

Assets under management
$24.6M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

1.13%

Ann. -43.61% (Sharpe / Sortino numerator)

Volatility

11.90%

Sharpe ratio

-3.971

VaR 95%

-1.24%

CVaR 95%: -1.30%
Max drawdown: -5.95%
Sortino ratio: -6.334
Calmar ratio: -7.33

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

3.71%

Ann. 3.66% (Sharpe / Sortino numerator)

Volatility

10.99%

Sharpe ratio

0.002

VaR 95%

-1.18%

CVaR 95%: -1.25%
Max drawdown: -6.95%
Sortino ratio: 0.004
Calmar ratio: 0.53

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.50%

Ann. 4.37% (Sharpe / Sortino numerator)

Volatility

10.57%

Sharpe ratio

0.070

VaR 95%

-1.11%

CVaR 95%: -1.29%
Max drawdown: -6.95%
Sortino ratio: 0.115
Calmar ratio: 0.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

15.65%

Ann. 10.86% (Sharpe / Sortino numerator)

Volatility

13.37%

Sharpe ratio

0.541

VaR 95%

-1.17%

CVaR 95%: -1.86%
Max drawdown: -6.95%
Sortino ratio: 0.721
Calmar ratio: 1.56

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

23.44%

Ann. 6.92% (Sharpe / Sortino numerator)

Volatility

12.55%

Sharpe ratio

0.262

VaR 95%

-1.16%

CVaR 95%: -1.67%
Max drawdown: -14.09%
Sortino ratio: 0.389
Calmar ratio: 0.49

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

28.48%

Ann. 7.46% (Sharpe / Sortino numerator)

Volatility

11.84%

Sharpe ratio

0.323

VaR 95%

-1.11%

CVaR 95%: -1.54%
Max drawdown: -14.09%
Sortino ratio: 0.496
Calmar ratio: 0.53

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.06%

Best day

1.915%

08/04/2026
Worst day

-1.735%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $50.48 $50.48 $50.48 $50.48 100
17/07/2026 $50.69 $50.69 $50.69 $50.69 100
16/07/2026 $50.98 $50.98 $50.98 $50.98 100
15/07/2026 $50.46 $50.46 $50.46 $50.46 100
14/07/2026 $50.66 $50.66 $50.66 $50.66 100
13/07/2026 $50.98 $50.98 $50.98 $50.98 100
10/07/2026 $50.96 $50.96 $50.96 $50.96 100
09/07/2026 $50.75 $50.75 $50.75 $50.75 100
08/07/2026 $50.59 $50.59 $50.59 $50.59 100
07/07/2026 $51.14 $51.14 $51.14 $51.14 100