Summary
STXK
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 29.08% Volatility 22.23% Sharpe 0.60
Official loaded data — not a live quote.

STRIVE SMALL-CAP ETF

Symbol: STXK

Exchange: NYSE

Sector: Technology

Category: Small Blend

Inception date: 09/11/2022

Latest date: 02/06/2026

Current price: $36.99

Expense ratio: 0.18%

Assets under management
$78.6M
0.11% 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

2.96%

Ann. -46.71% (Sharpe / Sortino numerator)

Volatility

21.31%

Sharpe ratio

-2.362

VaR 95%

-2.10%

CVaR 95%: -2.27%
Max drawdown: -8.10%
Sortino ratio: -4.374
Calmar ratio: -5.77

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

3.99%

Ann. 1.22% (Sharpe / Sortino numerator)

Volatility

18.62%

Sharpe ratio

-0.130

VaR 95%

-1.81%

CVaR 95%: -2.06%
Max drawdown: -10.04%
Sortino ratio: -0.210
Calmar ratio: 0.12

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. 2.90% (Sharpe / Sortino numerator)

Volatility

17.98%

Sharpe ratio

-0.041

VaR 95%

-1.80%

CVaR 95%: -2.22%
Max drawdown: -10.04%
Sortino ratio: -0.066
Calmar ratio: 0.29

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

29.08%

Ann. 16.96% (Sharpe / Sortino numerator)

Volatility

22.23%

Sharpe ratio

0.600

VaR 95%

-1.90%

CVaR 95%: -3.06%
Max drawdown: -10.04%
Sortino ratio: 0.835
Calmar ratio: 1.69

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

28.88%

Ann. 8.99% (Sharpe / Sortino numerator)

Volatility

20.98%

Sharpe ratio

0.255

VaR 95%

-1.91%

CVaR 95%: -2.90%
Max drawdown: -27.12%
Sortino ratio: 0.369
Calmar ratio: 0.33

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

50.06%

Ann. 11.51% (Sharpe / Sortino numerator)

Volatility

20.16%

Sharpe ratio

0.391

VaR 95%

-1.85%

CVaR 95%: -2.71%
Max drawdown: -27.12%
Sortino ratio: 0.591
Calmar ratio: 0.42

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

0.107%

Best day

3.683%

22/08/2025
Worst day

-2.996%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $36.95 $37.05 $36.94 $36.99 3,100
01/06/2026 $36.72 $36.95 $36.63 $36.85 4,600
29/05/2026 $36.81 $36.98 $36.78 $36.79 17,900
28/05/2026 $36.89 $37.13 $36.88 $37.07 4,900
27/05/2026 $36.99 $36.99 $36.97 $36.98 1,700
26/05/2026 $36.56 $37.01 $36.56 $36.98 9,700
22/05/2026 $36.31 $36.48 $36.31 $36.47 4,000
21/05/2026 $35.77 $36.19 $35.75 $36.19 3,400
20/05/2026 $35.51 $36.01 $35.51 $36.01 6,400
19/05/2026 $35.05 $35.45 $35.05 $35.29 8,800