Summary
SPWO
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 30.10% Volatility 20.38% Sharpe 1.27
Official loaded data — not a live quote.

SP FUNDS S&P WORLD (EX-US) ETF

Symbol: SPWO

Exchange: NYSE

Sector: Technology

Category: Foreign Large Growth

Inception date: 19/12/2023

Latest date: 20/07/2026

Current price: $31.73

Expense ratio: 0.55%

Assets under management
$200.5M
-0.78% 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

-9.48%

Ann. -59.14% (Sharpe / Sortino numerator)

Volatility

32.33%

Sharpe ratio

-1.942

VaR 95%

-3.68%

CVaR 95%: -4.12%
Max drawdown: -8.62%
Sortino ratio: -2.791
Calmar ratio: -6.86

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

2.27%

Ann. 6.24% (Sharpe / Sortino numerator)

Volatility

24.32%

Sharpe ratio

0.107

VaR 95%

-2.71%

CVaR 95%: -3.48%
Max drawdown: -13.82%
Sortino ratio: 0.144
Calmar ratio: 0.45

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

11.82%

Ann. 10.11% (Sharpe / Sortino numerator)

Volatility

21.12%

Sharpe ratio

0.307

VaR 95%

-2.20%

CVaR 95%: -3.16%
Max drawdown: -13.82%
Sortino ratio: 0.410
Calmar ratio: 0.73

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

30.10%

Ann. 29.53% (Sharpe / Sortino numerator)

Volatility

20.38%

Sharpe ratio

1.271

VaR 95%

-1.92%

CVaR 95%: -3.04%
Max drawdown: -13.82%
Sortino ratio: 1.680
Calmar ratio: 2.14

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

45.86%

Ann. 16.97% (Sharpe / Sortino numerator)

Volatility

18.98%

Sharpe ratio

0.703

VaR 95%

-1.94%

CVaR 95%: -2.74%
Max drawdown: -18.02%
Sortino ratio: 0.999
Calmar ratio: 0.94

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

66.05%

Ann. 24.44% (Sharpe / Sortino numerator)

Volatility

19.42%

Sharpe ratio

1.075

VaR 95%

-1.90%

CVaR 95%: -2.67%
Max drawdown: -18.02%
Sortino ratio: 1.598
Calmar ratio: 1.36

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

0.116%

Best day

4.862%

08/04/2026
Worst day

-5.649%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $31.98 $32.05 $31.67 $31.73 59,700
17/07/2026 $32.06 $32.06 $31.19 $31.76 50,400
16/07/2026 $32.25 $32.90 $32.00 $32.15 56,800
15/07/2026 $33.00 $33.00 $32.17 $32.65 31,700
14/07/2026 $32.88 $33.06 $32.50 $32.66 48,700
13/07/2026 $33.20 $33.20 $32.31 $32.43 69,500
10/07/2026 $33.39 $33.55 $32.96 $33.37 47,600
09/07/2026 $33.46 $33.52 $33.15 $33.43 32,200
08/07/2026 $32.84 $33.12 $32.54 $33.12 63,400
07/07/2026 $33.85 $33.85 $32.79 $33.06 57,100