Summary
SPUS
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 27.09% Volatility 20.75% Sharpe 0.99
Official loaded data — not a live quote.

SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF

Symbol: SPUS

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 17/12/2019

Latest date: 16/07/2026

Current price: $57.06

Expense ratio: 0.45%

Assets under management
$2.8B
-0.17% 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

-0.30%

Ann. -40.90% (Sharpe / Sortino numerator)

Volatility

20.43%

Sharpe ratio

-2.180

VaR 95%

-1.75%

CVaR 95%: -1.95%
Max drawdown: -8.01%
Sortino ratio: -3.978
Calmar ratio: -5.10

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

9.07%

Ann. -18.82% (Sharpe / Sortino numerator)

Volatility

16.78%

Sharpe ratio

-1.337

VaR 95%

-1.75%

CVaR 95%: -1.98%
Max drawdown: -10.71%
Sortino ratio: -2.213
Calmar ratio: -1.76

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

11.06%

Ann. -4.52% (Sharpe / Sortino numerator)

Volatility

15.96%

Sharpe ratio

-0.511

VaR 95%

-1.75%

CVaR 95%: -2.09%
Max drawdown: -10.71%
Sortino ratio: -0.737
Calmar ratio: -0.42

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

27.09%

Ann. 24.19% (Sharpe / Sortino numerator)

Volatility

20.75%

Sharpe ratio

0.991

VaR 95%

-1.73%

CVaR 95%: -2.87%
Max drawdown: -10.71%
Sortino ratio: 1.293
Calmar ratio: 2.26

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

37.78%

Ann. 14.53% (Sharpe / Sortino numerator)

Volatility

19.17%

Sharpe ratio

0.568

VaR 95%

-1.87%

CVaR 95%: -2.81%
Max drawdown: -22.82%
Sortino ratio: 0.741
Calmar ratio: 0.64

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

77.48%

Ann. 19.76% (Sharpe / Sortino numerator)

Volatility

17.38%

Sharpe ratio

0.928

VaR 95%

-1.67%

CVaR 95%: -2.49%
Max drawdown: -22.82%
Sortino ratio: 1.241
Calmar ratio: 0.87

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.1%

Best day

3.237%

31/03/2026
Worst day

-3.723%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $57.16 $57.29 $56.79 $57.06 255,500
15/07/2026 $57.51 $57.62 $56.85 $57.45 345,500
14/07/2026 $57.28 $57.40 $56.83 $57.26 232,500
13/07/2026 $57.43 $57.52 $56.90 $57.00 426,100
10/07/2026 $57.37 $57.81 $57.12 $57.78 282,800
09/07/2026 $57.28 $57.61 $56.95 $57.46 320,100
08/07/2026 $56.37 $56.97 $56.22 $56.93 319,800
07/07/2026 $56.91 $56.96 $56.35 $56.76 354,600
06/07/2026 $56.99 $57.33 $56.88 $57.19 364,900
02/07/2026 $56.95 $57.44 $56.23 $56.66 412,800