Summary
TSPX
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 22.63% Volatility 9.17% Sharpe 2.05
Official loaded data — not a live quote.

TWIN OAK ACTIVE OPPORTUNITIES ETF

Symbol: TSPX

Exchange: BATS

Sector: Technology

Category: Moderate Allocation

Inception date: 20/02/2025

Latest date: 02/06/2026

Current price: $30.14

Expense ratio: 1.01%

Assets under management
$262.5M
0.00% 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

4.55%

Ann. 69.09% (Sharpe / Sortino numerator)

Volatility

8.34%

Sharpe ratio

7.850

VaR 95%

-0.54%

CVaR 95%: -0.74%
Max drawdown: -1.56%
Sortino ratio: 13.693
Calmar ratio: 44.33

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

8.38%

Ann. 35.82% (Sharpe / Sortino numerator)

Volatility

11.15%

Sharpe ratio

2.887

VaR 95%

-1.17%

CVaR 95%: -1.19%
Max drawdown: -5.94%
Sortino ratio: 4.994
Calmar ratio: 6.03

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

9.45%

Ann. 18.51% (Sharpe / Sortino numerator)

Volatility

10.09%

Sharpe ratio

1.475

VaR 95%

-1.17%

CVaR 95%: -1.26%
Max drawdown: -6.81%
Sortino ratio: 2.315
Calmar ratio: 2.72

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

22.63%

Ann. 22.46% (Sharpe / Sortino numerator)

Volatility

9.17%

Sharpe ratio

2.054

VaR 95%

-0.99%

CVaR 95%: -1.26%
Max drawdown: -6.81%
Sortino ratio: 2.972
Calmar ratio: 3.30

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

0.083%

Best day

2.122%

31/03/2026
Worst day

-1.956%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $30.14 $30.14 $30.14 $30.14 0
01/06/2026 $30.10 $30.10 $30.10 $30.10 0
29/05/2026 $30.05 $30.05 $30.05 $30.05 100
28/05/2026 $29.86 $29.99 $29.86 $29.99 400
27/05/2026 $29.86 $29.86 $29.86 $29.86 100
26/05/2026 $29.86 $29.86 $29.86 $29.86 100
22/05/2026 $29.71 $29.71 $29.71 $29.71 0
21/05/2026 $29.61 $29.61 $29.61 $29.61 100
20/05/2026 $29.56 $29.56 $29.56 $29.56 100
19/05/2026 $29.31 $29.31 $29.31 $29.31 0