Summary
TOLL
Prices · period metrics · 12M
NAV as of 21/07/2026
02/04/2025 → 02/04/2026
Return 16.66% Volatility 19.08% Sharpe 0.10
Official loaded data — not a live quote.

TEMA DURABLE QUALITY ETF

Symbol: TOLL

Exchange: BATS

Sector: Technology

Category: Large Blend

Inception date: 10/05/2023

Latest date: 21/07/2026

Current price: $39.47

Expense ratio: 0.55%

Assets under management
$47.3M
0.27% 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

-4.35%

Ann. -51.66% (Sharpe / Sortino numerator)

Volatility

19.16%

Sharpe ratio

-2.885

VaR 95%

-1.93%

CVaR 95%: -1.95%
Max drawdown: -8.40%
Sortino ratio: -4.755
Calmar ratio: -6.15

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

7.46%

Ann. -14.35% (Sharpe / Sortino numerator)

Volatility

18.01%

Sharpe ratio

-0.999

VaR 95%

-1.94%

CVaR 95%: -2.07%
Max drawdown: -11.26%
Sortino ratio: -1.577
Calmar ratio: -1.27

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

6.93%

Ann. -2.69% (Sharpe / Sortino numerator)

Volatility

14.94%

Sharpe ratio

-0.423

VaR 95%

-1.72%

CVaR 95%: -1.94%
Max drawdown: -11.26%
Sortino ratio: -0.642
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.

Period total return

16.66%

Ann. 5.54% (Sharpe / Sortino numerator)

Volatility

19.08%

Sharpe ratio

0.100

VaR 95%

-1.73%

CVaR 95%: -2.65%
Max drawdown: -11.26%
Sortino ratio: 0.135
Calmar ratio: 0.49

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

24.54%

Ann. 5.63% (Sharpe / Sortino numerator)

Volatility

16.78%

Sharpe ratio

0.119

VaR 95%

-1.67%

CVaR 95%: -2.33%
Max drawdown: -15.54%
Sortino ratio: 0.165
Calmar ratio: 0.36

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

52.28%

Ann. 16.51% (Sharpe / Sortino numerator)

Volatility

15.99%

Sharpe ratio

0.808

VaR 95%

-1.49%

CVaR 95%: -2.15%
Max drawdown: -15.54%
Sortino ratio: 1.173
Calmar ratio: 1.06

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

Methodology: adjusted prices + daily simple return
Average daily return

0.067%

Best day

3.731%

08/04/2026
Worst day

-2.734%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $39.36 $39.51 $39.19 $39.47 4,200
20/07/2026 $39.40 $39.41 $39.12 $39.15 2,700
17/07/2026 $39.70 $39.81 $39.54 $39.60 2,300
16/07/2026 $40.24 $40.31 $39.81 $39.97 4,000
15/07/2026 $40.48 $40.48 $39.99 $40.35 3,000
14/07/2026 $40.63 $40.66 $40.47 $40.53 4,900
13/07/2026 $40.35 $40.44 $40.13 $40.23 4,200
10/07/2026 $40.49 $40.86 $40.36 $40.57 16,300
09/07/2026 $40.72 $40.92 $40.66 $40.66 1,100
08/07/2026 $39.78 $40.11 $39.76 $39.93 12,000