Summary
TMFS
Prices · period metrics · 12M
NAV as of 21/07/2026
02/04/2025 → 02/04/2026
Return 1.39% Volatility 24.30% Sharpe -0.27
Official loaded data — not a live quote.

MOTLEY FOOL SMALL-CAP GROWTH ETF

Symbol: TMFS

Exchange: BATS

Sector: Technology

Category: Small Growth

Inception date: 29/10/2018

Latest date: 21/07/2026

Current price: $35.46

Expense ratio: 0.85%

Assets under management
$61.4M
0.40% 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

1.45%

Ann. -69.65% (Sharpe / Sortino numerator)

Volatility

23.11%

Sharpe ratio

-3.171

VaR 95%

-2.64%

CVaR 95%: -2.82%
Max drawdown: -12.62%
Sortino ratio: -5.708
Calmar ratio: -5.52

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

1.03%

Ann. -27.08% (Sharpe / Sortino numerator)

Volatility

20.75%

Sharpe ratio

-1.480

VaR 95%

-2.06%

CVaR 95%: -2.47%
Max drawdown: -15.73%
Sortino ratio: -2.669
Calmar ratio: -1.72

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

-1.95%

Ann. -12.75% (Sharpe / Sortino numerator)

Volatility

20.51%

Sharpe ratio

-0.799

VaR 95%

-2.12%

CVaR 95%: -2.55%
Max drawdown: -15.73%
Sortino ratio: -1.387
Calmar ratio: -0.81

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

1.39%

Ann. -2.92% (Sharpe / Sortino numerator)

Volatility

24.30%

Sharpe ratio

-0.270

VaR 95%

-2.12%

CVaR 95%: -3.27%
Max drawdown: -15.73%
Sortino ratio: -0.417
Calmar ratio: -0.19

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

5.83%

Ann. 1.99% (Sharpe / Sortino numerator)

Volatility

21.91%

Sharpe ratio

-0.075

VaR 95%

-2.10%

CVaR 95%: -2.99%
Max drawdown: -27.05%
Sortino ratio: -0.114
Calmar ratio: 0.07

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

20.84%

Ann. 6.48% (Sharpe / Sortino numerator)

Volatility

20.51%

Sharpe ratio

0.139

VaR 95%

-2.06%

CVaR 95%: -2.78%
Max drawdown: -27.05%
Sortino ratio: 0.214
Calmar ratio: 0.24

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 - 21/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.013%

Best day

4.094%

22/08/2025
Worst day

-3.222%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $35.32 $35.47 $35.32 $35.46 1,200
20/07/2026 $35.46 $35.46 $35.27 $35.27 2,200
17/07/2026 $35.68 $35.79 $35.40 $35.40 1,100
16/07/2026 $36.01 $36.10 $35.88 $35.95 1,300
15/07/2026 $35.36 $35.96 $35.36 $35.73 4,300
14/07/2026 $35.37 $35.53 $35.36 $35.45 9,900
13/07/2026 $35.55 $35.92 $35.49 $35.58 3,200
10/07/2026 $35.97 $35.98 $35.76 $35.76 3,600
09/07/2026 $35.81 $36.09 $35.81 $36.02 1,800
08/07/2026 $35.66 $35.66 $35.30 $35.62 2,900