Summary
STRV
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 18.97% Volatility 18.38% Sharpe 0.74
Official loaded data — not a live quote.

STRIVE 500 ETF

Symbol: STRV

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 14/09/2022

Latest date: 17/07/2026

Current price: $47.99

Expense ratio: 0.05%

Assets under management
$1.1B
0.36% 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

0.70%

Ann. -39.66% (Sharpe / Sortino numerator)

Volatility

18.65%

Sharpe ratio

-2.321

VaR 95%

-1.62%

CVaR 95%: -1.75%
Max drawdown: -7.59%
Sortino ratio: -4.586
Calmar ratio: -5.23

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

4.62%

Ann. -16.60% (Sharpe / Sortino numerator)

Volatility

14.96%

Sharpe ratio

-1.353

VaR 95%

-1.59%

CVaR 95%: -1.79%
Max drawdown: -9.56%
Sortino ratio: -2.188
Calmar ratio: -1.74

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.

Period total return

10.04%

Ann. -4.73% (Sharpe / Sortino numerator)

Volatility

13.87%

Sharpe ratio

-0.603

VaR 95%

-1.53%

CVaR 95%: -1.84%
Max drawdown: -9.56%
Sortino ratio: -0.883
Calmar ratio: -0.49

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

18.97%

Ann. 17.16% (Sharpe / Sortino numerator)

Volatility

18.38%

Sharpe ratio

0.736

VaR 95%

-1.53%

CVaR 95%: -2.54%
Max drawdown: -9.56%
Sortino ratio: 0.955
Calmar ratio: 1.79

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

36.46%

Ann. 13.79% (Sharpe / Sortino numerator)

Volatility

16.53%

Sharpe ratio

0.615

VaR 95%

-1.53%

CVaR 95%: -2.36%
Max drawdown: -18.99%
Sortino ratio: 0.801
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

71.32%

Ann. 18.79% (Sharpe / Sortino numerator)

Volatility

15.09%

Sharpe ratio

1.005

VaR 95%

-1.46%

CVaR 95%: -2.10%
Max drawdown: -18.99%
Sortino ratio: 1.351
Calmar ratio: 0.99

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.074%

Best day

3.146%

31/03/2026
Worst day

-2.676%

05/06/2026
Days with data

247

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $47.82 $48.25 $47.82 $47.99 38,971
10/07/2026 $48.63 $48.81 $48.35 $48.79 23,616
09/07/2026 $48.27 $48.60 $48.15 $48.60 25,931
08/07/2026 $48.05 $48.20 $47.80 $48.19 43,356
07/07/2026 $48.53 $48.56 $48.19 $48.36 43,342
06/07/2026 $48.38 $48.65 $48.31 $48.59 37,218
02/07/2026 $48.34 $48.57 $47.81 $48.23 54,035
01/07/2026 $48.18 $48.46 $47.98 $48.24 90,957
30/06/2026 $48.00 $48.35 $47.91 $48.30 67,345
29/06/2026 $47.62 $47.89 $47.25 $47.85 98,408