Summary
SSPY
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 22.02% Volatility 16.16% Sharpe 0.65
Official loaded data — not a live quote.

STRATIFIED LARGECAP INDEX ETF

Symbol: SSPY

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 02/01/2019

Latest date: 02/06/2026

Current price: $96.00

Expense ratio: 0.45%

Assets under management
$122.3M
0.00% 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

3.67%

Ann. -42.16% (Sharpe / Sortino numerator)

Volatility

13.16%

Sharpe ratio

-3.478

VaR 95%

-1.34%

CVaR 95%: -1.38%
Max drawdown: -6.75%
Sortino ratio: -6.140
Calmar ratio: -6.24

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

2.86%

Ann. 6.74% (Sharpe / Sortino numerator)

Volatility

11.94%

Sharpe ratio

0.260

VaR 95%

-1.25%

CVaR 95%: -1.33%
Max drawdown: -7.32%
Sortino ratio: 0.425
Calmar ratio: 0.92

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

11.53%

Ann. 6.81% (Sharpe / Sortino numerator)

Volatility

11.48%

Sharpe ratio

0.277

VaR 95%

-1.12%

CVaR 95%: -1.39%
Max drawdown: -7.32%
Sortino ratio: 0.448
Calmar ratio: 0.93

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

22.02%

Ann. 14.07% (Sharpe / Sortino numerator)

Volatility

16.16%

Sharpe ratio

0.646

VaR 95%

-1.18%

CVaR 95%: -2.26%
Max drawdown: -8.13%
Sortino ratio: 0.825
Calmar ratio: 1.73

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

29.96%

Ann. 9.18% (Sharpe / Sortino numerator)

Volatility

14.31%

Sharpe ratio

0.388

VaR 95%

-1.27%

CVaR 95%: -1.99%
Max drawdown: -16.16%
Sortino ratio: 0.523
Calmar ratio: 0.57

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

51.84%

Ann. 11.93% (Sharpe / Sortino numerator)

Volatility

13.42%

Sharpe ratio

0.618

VaR 95%

-1.25%

CVaR 95%: -1.81%
Max drawdown: -16.16%
Sortino ratio: 0.872
Calmar ratio: 0.74

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

0.082%

Best day

2.204%

08/04/2026
Worst day

-2.073%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $96.00 $96.00 $96.00 $96.00 100
01/06/2026 $95.68 $95.68 $95.68 $95.68 100
29/05/2026 $95.63 $95.63 $95.63 $95.63 100
28/05/2026 $95.62 $95.62 $95.62 $95.62 500
27/05/2026 $95.78 $95.78 $95.32 $95.32 200
26/05/2026 $95.43 $95.43 $95.35 $95.35 1,000
22/05/2026 $95.15 $95.15 $94.99 $95.11 5,200
21/05/2026 $93.58 $94.25 $93.58 $94.16 5,200
20/05/2026 $93.05 $93.73 $93.02 $93.73 3,900
19/05/2026 $93.01 $93.22 $92.83 $92.83 3,500