Summary
SNPV
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 30.02% 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: 02/06/2026

Current price: $40.24

Expense ratio: 0.15%

Assets under management
$2.9M
0.56% 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

6.90%

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

8.44%

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

11.69%

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

30.02%

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

39.27%

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

66.14%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.107%

Best day

3.426%

26/08/2025
Worst day

-2.278%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $40.02 $40.24 $39.91 $40.24 5,595
01/06/2026 $40.19 $40.19 $40.12 $40.12 736
29/05/2026 $40.17 $40.19 $40.17 $40.19 1,161
28/05/2026 $39.63 $39.99 $39.63 $39.92 2,053
27/05/2026 $39.80 $39.80 $39.63 $39.63 991
26/05/2026 $39.67 $39.75 $39.67 $39.75 351
22/05/2026 $39.68 $39.72 $39.60 $39.60 310
21/05/2026 $38.86 $39.15 $38.86 $39.09 2,771
20/05/2026 $38.96 $39.01 $38.96 $39.01 3,155
19/05/2026 $38.70 $38.76 $38.55 $38.55 8,328