Summary
SSPY
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 20.37% 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: 16/07/2026

Current price: $97.98

Expense ratio: 0.45%

Assets under management
$127.1M
0.29% 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

1.11%

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

6.57%

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

8.78%

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

20.37%

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

27.65%

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

46.33%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.076%

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
16/07/2026 $97.69 $97.98 $97.69 $97.98 700
15/07/2026 $97.42 $97.42 $97.04 $97.04 4,200
14/07/2026 $97.35 $97.36 $97.35 $97.36 10,500
13/07/2026 $97.95 $97.95 $97.95 $97.95 100
10/07/2026 $98.05 $98.05 $97.98 $97.98 1,000
09/07/2026 $97.19 $97.68 $97.19 $97.53 500
08/07/2026 $97.39 $97.39 $97.13 $97.22 1,700
07/07/2026 $98.49 $98.49 $98.21 $98.25 4,500
06/07/2026 $98.10 $98.10 $98.03 $98.03 300
02/07/2026 $97.80 $97.99 $97.80 $97.99 1,200