Summary
SPTE
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 42.40% Volatility 26.75% Sharpe 1.26
Official loaded data — not a live quote.

SP FUNDS S&P GLOBAL TECHNOLOGY ETF

Symbol: SPTE

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 30/11/2023

Latest date: 20/07/2026

Current price: $44.85

Expense ratio: 0.55%

Assets under management
$223.8M
-1.39% 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

-9.38%

Ann. -50.47% (Sharpe / Sortino numerator)

Volatility

30.52%

Sharpe ratio

-1.773

VaR 95%

-2.76%

CVaR 95%: -2.99%
Max drawdown: -9.47%
Sortino ratio: -3.562
Calmar ratio: -5.33

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

11.76%

Ann. -8.46% (Sharpe / Sortino numerator)

Volatility

26.22%

Sharpe ratio

-0.461

VaR 95%

-2.67%

CVaR 95%: -2.93%
Max drawdown: -13.82%
Sortino ratio: -0.849
Calmar ratio: -0.61

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

25.90%

Ann. -0.11% (Sharpe / Sortino numerator)

Volatility

23.87%

Sharpe ratio

-0.157

VaR 95%

-2.56%

CVaR 95%: -3.12%
Max drawdown: -13.82%
Sortino ratio: -0.241
Calmar ratio: -0.01

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

42.40%

Ann. 37.46% (Sharpe / Sortino numerator)

Volatility

26.75%

Sharpe ratio

1.265

VaR 95%

-2.31%

CVaR 95%: -3.66%
Max drawdown: -13.82%
Sortino ratio: 1.794
Calmar ratio: 2.71

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

67.96%

Ann. 20.24% (Sharpe / Sortino numerator)

Volatility

26.41%

Sharpe ratio

0.629

VaR 95%

-2.69%

CVaR 95%: -3.92%
Max drawdown: -25.54%
Sortino ratio: 0.846
Calmar ratio: 0.79

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

126.16%

Ann. 39.90% (Sharpe / Sortino numerator)

Volatility

26.00%

Sharpe ratio

1.396

VaR 95%

-2.41%

CVaR 95%: -3.71%
Max drawdown: -25.54%
Sortino ratio: 1.938
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.

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

0.155%

Best day

4.583%

08/04/2026
Worst day

-7.003%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $45.48 $45.69 $44.85 $44.85 46,300
17/07/2026 $44.55 $45.38 $44.00 $44.94 45,400
16/07/2026 $46.07 $46.07 $45.60 $45.70 25,800
15/07/2026 $47.18 $47.18 $45.91 $46.61 17,200
14/07/2026 $46.93 $47.04 $46.38 $46.71 32,800
13/07/2026 $47.13 $47.14 $46.25 $46.35 29,800
10/07/2026 $47.10 $47.86 $47.10 $47.65 26,800
09/07/2026 $47.49 $47.81 $47.05 $47.38 41,200
08/07/2026 $45.55 $46.77 $45.55 $46.66 56,300
07/07/2026 $46.41 $46.54 $45.72 $46.10 46,200