Summary
TACK
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return -88.57% Volatility 13.22% Sharpe 0.69
Official loaded data — not a live quote.

FAIRLEAD TACTICAL SECTOR ETF

Symbol: TACK

Exchange: NYSE

Sector: Healthcare

Category: Tactical Allocation

Inception date: 22/03/2022

Latest date: 16/07/2026

Current price: $31.88

Expense ratio: 0.69%

Assets under management
$285.3M
1.05% 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

1.02%

Ann. -35.56% (Sharpe / Sortino numerator)

Volatility

14.09%

Sharpe ratio

-2.782

VaR 95%

-1.39%

CVaR 95%: -1.53%
Max drawdown: -5.19%
Sortino ratio: -5.220
Calmar ratio: -6.85

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

-89.59%

Ann. 6.95% (Sharpe / Sortino numerator)

Volatility

11.65%

Sharpe ratio

0.285

VaR 95%

-1.21%

CVaR 95%: -1.37%
Max drawdown: -6.13%
Sortino ratio: 0.450
Calmar ratio: 1.13

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

-89.52%

Ann. 5.00% (Sharpe / Sortino numerator)

Volatility

10.69%

Sharpe ratio

0.129

VaR 95%

-1.14%

CVaR 95%: -1.39%
Max drawdown: -6.13%
Sortino ratio: 0.209
Calmar ratio: 0.82

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

-88.57%

Ann. 12.69% (Sharpe / Sortino numerator)

Volatility

13.22%

Sharpe ratio

0.685

VaR 95%

-1.13%

CVaR 95%: -1.85%
Max drawdown: -6.98%
Sortino ratio: 0.900
Calmar ratio: 1.82

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

-87.78%

Ann. 9.20% (Sharpe / Sortino numerator)

Volatility

12.21%

Sharpe ratio

0.457

VaR 95%

-1.21%

CVaR 95%: -1.74%
Max drawdown: -14.49%
Sortino ratio: 0.618
Calmar ratio: 0.64

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

-86.19%

Ann. 9.37% (Sharpe / Sortino numerator)

Volatility

11.22%

Sharpe ratio

0.512

VaR 95%

-1.09%

CVaR 95%: -1.59%
Max drawdown: -14.49%
Sortino ratio: 0.717
Calmar ratio: 0.65

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

-0.303%

Best day

1.802%

31/03/2026
Worst day

-90.025%

20/04/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $31.55 $31.89 $31.55 $31.88 14,100
15/07/2026 $31.78 $31.78 $31.49 $31.57 10,700
14/07/2026 $31.92 $31.92 $31.66 $31.72 4,500
13/07/2026 $31.94 $31.94 $31.77 $31.80 11,600
10/07/2026 $31.59 $31.76 $31.59 $31.74 16,700
09/07/2026 $31.66 $31.70 $31.60 $31.60 7,900
08/07/2026 $31.81 $31.81 $31.60 $31.62 5,800
07/07/2026 $31.86 $31.94 $31.76 $31.84 9,700
06/07/2026 $31.74 $31.77 $31.65 $31.71 7,800
02/07/2026 $31.75 $31.78 $31.58 $31.77 6,500