Summary
THEQ
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 18.94% Volatility 8.69% Sharpe 1.76
Official loaded data — not a live quote.

T. ROWE PRICE HEDGED EQUITY ETF

Symbol: THEQ

Exchange: NYSE

Sector: Technology

Category: Equity Hedged

Inception date: 26/03/2025

Latest date: 02/06/2026

Current price: $30.14

Expense ratio: 0.46%

Assets under management
$31.9M
-0.05% 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

3.86%

Ann. 57.13% (Sharpe / Sortino numerator)

Volatility

7.92%

Sharpe ratio

6.755

VaR 95%

-0.54%

CVaR 95%: -0.82%
Max drawdown: -1.67%
Sortino ratio: 9.608
Calmar ratio: 34.13

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

6.00%

Ann. 24.20% (Sharpe / Sortino numerator)

Volatility

10.22%

Sharpe ratio

2.013

VaR 95%

-1.05%

CVaR 95%: -1.15%
Max drawdown: -5.83%
Sortino ratio: 3.125
Calmar ratio: 4.15

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

7.79%

Ann. 14.55% (Sharpe / Sortino numerator)

Volatility

9.23%

Sharpe ratio

1.182

VaR 95%

-1.01%

CVaR 95%: -1.20%
Max drawdown: -6.17%
Sortino ratio: 1.728
Calmar ratio: 2.36

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

18.94%

Ann. 18.90% (Sharpe / Sortino numerator)

Volatility

8.69%

Sharpe ratio

1.758

VaR 95%

-0.94%

CVaR 95%: -1.19%
Max drawdown: -6.17%
Sortino ratio: 2.556
Calmar ratio: 3.06

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

0.071%

Best day

1.785%

31/03/2026
Worst day

-1.953%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $30.15 $31.59 $30.11 $30.14 56,500
01/06/2026 $30.06 $30.06 $30.06 $30.06 100
29/05/2026 $30.08 $30.08 $30.03 $30.03 900
28/05/2026 $30.06 $30.06 $29.88 $29.99 700
27/05/2026 $29.92 $29.92 $29.88 $29.89 2,100
26/05/2026 $29.93 $29.93 $29.86 $29.89 9,800
22/05/2026 $29.83 $29.83 $29.77 $29.77 900
21/05/2026 $29.52 $29.69 $29.52 $29.65 12,200
20/05/2026 $29.41 $29.61 $29.41 $29.61 12,000
19/05/2026 $29.37 $29.51 $29.36 $29.37 2,300