Summary
SWAN
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 10.79% Volatility 9.90% Sharpe 0.62
Official loaded data — not a live quote.

Amplify BlackSwan Growth & Treasury Core ETF

Symbol: SWAN

Exchange: NYSE

Sector: Technology

Category: Equity Hedged

Inception date: 05/11/2018

Latest date: 20/07/2026

Current price: $32.91

Expense ratio: 0.49%

Assets under management
$160.7M
-0.33% 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

-0.68%

Ann. -44.91% (Sharpe / Sortino numerator)

Volatility

14.37%

Sharpe ratio

-3.379

VaR 95%

-1.73%

CVaR 95%: -1.78%
Max drawdown: -6.12%
Sortino ratio: -5.341
Calmar ratio: -7.34

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

1.29%

Ann. -15.54% (Sharpe / Sortino numerator)

Volatility

10.85%

Sharpe ratio

-1.767

VaR 95%

-1.46%

CVaR 95%: -1.68%
Max drawdown: -7.73%
Sortino ratio: -2.251
Calmar ratio: -2.01

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

4.57%

Ann. -6.64% (Sharpe / Sortino numerator)

Volatility

9.91%

Sharpe ratio

-1.036

VaR 95%

-1.26%

CVaR 95%: -1.54%
Max drawdown: -7.76%
Sortino ratio: -1.399
Calmar ratio: -0.86

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

10.79%

Ann. 9.73% (Sharpe / Sortino numerator)

Volatility

9.90%

Sharpe ratio

0.616

VaR 95%

-1.07%

CVaR 95%: -1.45%
Max drawdown: -7.76%
Sortino ratio: 0.897
Calmar ratio: 1.25

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

20.76%

Ann. 9.04% (Sharpe / Sortino numerator)

Volatility

10.64%

Sharpe ratio

0.509

VaR 95%

-1.09%

CVaR 95%: -1.50%
Max drawdown: -10.18%
Sortino ratio: 0.758
Calmar ratio: 0.89

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

38.25%

Ann. 9.67% (Sharpe / Sortino numerator)

Volatility

10.85%

Sharpe ratio

0.557

VaR 95%

-1.08%

CVaR 95%: -1.49%
Max drawdown: -12.07%
Sortino ratio: 0.856
Calmar ratio: 0.80

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.043%

Best day

1.87%

31/03/2026
Worst day

-2.235%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $33.02 $33.02 $32.84 $32.91 2,600
17/07/2026 $33.08 $33.11 $33.03 $33.03 1,600
16/07/2026 $33.24 $33.26 $33.13 $33.20 4,800
15/07/2026 $33.35 $33.43 $33.26 $33.34 13,300
14/07/2026 $32.97 $33.28 $32.53 $33.19 6,800
13/07/2026 $33.12 $33.20 $33.00 $33.05 4,000
10/07/2026 $33.21 $33.29 $33.21 $33.28 1,900
09/07/2026 $33.15 $33.32 $33.13 $33.25 4,600
08/07/2026 $32.89 $33.03 $32.88 $33.02 3,600
07/07/2026 $33.29 $33.29 $33.10 $33.14 17,600