Summary
SPXN
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 23.46% Volatility 18.89% Sharpe 0.90
Official loaded data — not a live quote.

PROSHARES S&P 500 EX-FINANCIALS ETF

Symbol: SPXN

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 22/09/2015

Latest date: 16/07/2026

Current price: $81.95

Expense ratio: 0.09%

Assets under management
$77.3M
-0.25% 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

-0.48%

Ann. -40.73% (Sharpe / Sortino numerator)

Volatility

19.72%

Sharpe ratio

-2.250

VaR 95%

-1.87%

CVaR 95%: -2.06%
Max drawdown: -7.91%
Sortino ratio: -4.246
Calmar ratio: -5.15

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

6.94%

Ann. -12.48% (Sharpe / Sortino numerator)

Volatility

15.60%

Sharpe ratio

-1.033

VaR 95%

-1.74%

CVaR 95%: -1.99%
Max drawdown: -9.47%
Sortino ratio: -1.551
Calmar ratio: -1.32

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

9.55%

Ann. -1.96% (Sharpe / Sortino numerator)

Volatility

14.69%

Sharpe ratio

-0.381

VaR 95%

-1.72%

CVaR 95%: -2.05%
Max drawdown: -9.47%
Sortino ratio: -0.524
Calmar ratio: -0.21

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

23.46%

Ann. 20.54% (Sharpe / Sortino numerator)

Volatility

18.89%

Sharpe ratio

0.895

VaR 95%

-1.64%

CVaR 95%: -2.71%
Max drawdown: -9.47%
Sortino ratio: 1.121
Calmar ratio: 2.17

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

36.47%

Ann. 14.25% (Sharpe / Sortino numerator)

Volatility

16.94%

Sharpe ratio

0.627

VaR 95%

-1.74%

CVaR 95%: -2.47%
Max drawdown: -19.56%
Sortino ratio: 0.802
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

73.88%

Ann. 18.96% (Sharpe / Sortino numerator)

Volatility

15.35%

Sharpe ratio

0.998

VaR 95%

-1.51%

CVaR 95%: -2.20%
Max drawdown: -19.56%
Sortino ratio: 1.325
Calmar ratio: 0.97

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

0.088%

Best day

2.932%

31/03/2026
Worst day

-2.993%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $82.16 $82.36 $81.95 $81.95 1,600
15/07/2026 $82.48 $82.54 $82.40 $82.54 400
14/07/2026 $82.34 $82.34 $82.32 $82.32 200
13/07/2026 $82.13 $82.13 $81.79 $81.97 8,400
10/07/2026 $82.77 $82.79 $82.77 $82.79 600
09/07/2026 $81.40 $82.37 $81.40 $82.37 900
08/07/2026 $81.14 $81.78 $81.09 $81.78 1,300
07/07/2026 $81.76 $81.76 $81.76 $81.76 200
06/07/2026 $82.19 $82.22 $82.19 $82.22 400
02/07/2026 $81.54 $81.54 $81.14 $81.52 300