Summary
SNPV
Prices · period metrics · 12M
NAV as of 10/07/2026
02/04/2025 → 02/04/2026
Return 26.99% Volatility 15.26% Sharpe 0.57
Official loaded data — not a live quote.

XTRACKERS S&P 500 VALUE ESG ETF

Symbol: SNPV

Exchange: BATS

Sector: Technology

Category: Large Value

Inception date: 08/11/2022

Latest date: 10/07/2026

Current price: $40.39

Expense ratio: 0.15%

Assets under management
$2.9M
0.00% daily change

Period performance

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

Adjusted return
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Performance metrics

Period total return

3.40%

Ann. -36.25% (Sharpe / Sortino numerator)

Volatility

13.53%

Sharpe ratio

-2.947

VaR 95%

-1.45%

CVaR 95%: -1.50%
Max drawdown: -6.11%
Sortino ratio: -4.895
Calmar ratio: -5.93

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

12.09%

Ann. -14.76% (Sharpe / Sortino numerator)

Volatility

12.08%

Sharpe ratio

-1.522

VaR 95%

-1.47%

CVaR 95%: -1.51%
Max drawdown: -7.54%
Sortino ratio: -2.252
Calmar ratio: -1.96

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

8.69%

Ann. 4.76% (Sharpe / Sortino numerator)

Volatility

10.98%

Sharpe ratio

0.103

VaR 95%

-1.37%

CVaR 95%: -1.60%
Max drawdown: -7.54%
Sortino ratio: 0.128
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

26.99%

Ann. 12.26% (Sharpe / Sortino numerator)

Volatility

15.26%

Sharpe ratio

0.566

VaR 95%

-1.00%

CVaR 95%: -2.15%
Max drawdown: -11.50%
Sortino ratio: 0.386
Calmar ratio: 1.07

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

39.70%

Ann. 10.29% (Sharpe / Sortino numerator)

Volatility

13.55%

Sharpe ratio

0.492

VaR 95%

-1.09%

CVaR 95%: -1.94%
Max drawdown: -14.45%
Sortino ratio: 0.428
Calmar ratio: 0.71

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

61.37%

Ann. 14.22% (Sharpe / Sortino numerator)

Volatility

12.92%

Sharpe ratio

0.820

VaR 95%

-1.10%

CVaR 95%: -1.76%
Max drawdown: -14.45%
Sortino ratio: 0.853
Calmar ratio: 0.98

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: 10/07/2025 - 10/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.1%

Best day

3.426%

26/08/2025
Worst day

-2.278%

10/10/2025
Days with data

246

Recent price history (last 90 days)

Date Open High Low Close Volume
10/07/2026 $40.39 $40.39 $40.39 $40.39 0
02/07/2026 $40.75 $40.79 $40.47 $40.75 5,073
01/07/2026 $40.54 $40.54 $40.41 $40.42 3,791
30/06/2026 $40.47 $40.56 $40.46 $40.46 5,940
29/06/2026 $40.40 $40.54 $40.31 $40.48 19,033
26/06/2026 $40.21 $40.41 $40.18 $40.22 5,638
25/06/2026 $40.30 $40.38 $40.25 $40.26 854
24/06/2026 $39.89 $39.89 $39.78 $39.83 3,222
23/06/2026 $39.84 $39.84 $39.83 $39.83 931
22/06/2026 $40.09 $40.09 $40.08 $40.08 626