Summary
UFOX
Prices · period metrics · 12M
NAV as of 31/08/2026
02/05/2025 → 04/05/2026
Return 43.46% Volatility 24.24% Sharpe 3.79
Official loaded data — not a live quote.

Defiance Connective Technologies ETF

Symbol: UFOX

Exchange: NASDAQ

Sector: Technology

Category: Technology

Inception date: 04/03/2019

Latest date: 31/08/2026

Current price: $81.45

Expense ratio: 0.30%

Assets under management
$835.1M
0.18% 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

-0.42%

Ann. 1770.34% (Sharpe / Sortino numerator)

Volatility

28.94%

Sharpe ratio

61.056

VaR 95%

-1.57%

CVaR 95%: -1.93%
Max drawdown: -3.55%
Sortino ratio: 135.556
Calmar ratio: 498.48

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

-20.53%

Ann. 164.45% (Sharpe / Sortino numerator)

Volatility

30.36%

Sharpe ratio

5.297

VaR 95%

-2.76%

CVaR 95%: -3.12%
Max drawdown: -8.84%
Sortino ratio: 9.650
Calmar ratio: 18.60

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

18.63%

Ann. 59.84% (Sharpe / Sortino numerator)

Volatility

27.47%

Sharpe ratio

2.047

VaR 95%

-3.01%

CVaR 95%: -3.30%
Max drawdown: -11.04%
Sortino ratio: 3.344
Calmar ratio: 5.42

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

43.46%

Ann. 95.45% (Sharpe / Sortino numerator)

Volatility

24.24%

Sharpe ratio

3.788

VaR 95%

-2.42%

CVaR 95%: -3.12%
Max drawdown: -11.04%
Sortino ratio: 5.902
Calmar ratio: 8.65

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.

Period total return

103.45%

Ann. 36.41% (Sharpe / Sortino numerator)

Volatility

30.05%

Sharpe ratio

1.089

VaR 95%

-3.19%

CVaR 95%: -4.35%
Max drawdown: -28.14%
Sortino ratio: 1.434
Calmar ratio: 1.29

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

152.64%

Ann. 35.31% (Sharpe / Sortino numerator)

Volatility

26.53%

Sharpe ratio

1.193

VaR 95%

-2.68%

CVaR 95%: -3.90%
Max drawdown: -28.14%
Sortino ratio: 1.568
Calmar ratio: 1.25

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: 02/09/2025 - 31/08/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.164%

Best day

5.782%

08/05/2026
Worst day

-8.146%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
31/08/2026 $81.30 $81.54 $80.92 $81.45 14,400
28/08/2026 $83.18 $83.18 $81.28 $81.42 14,300
27/08/2026 $83.55 $83.64 $83.18 $83.60 13,200
26/08/2026 $81.37 $82.31 $81.37 $82.20 7,700
25/08/2026 $81.74 $81.98 $81.29 $81.72 16,200
24/08/2026 $81.72 $81.72 $80.43 $80.76 14,900
21/08/2026 $83.17 $83.17 $81.97 $82.90 12,600
20/08/2026 $83.03 $83.19 $82.14 $82.50 13,400
19/08/2026 $85.40 $85.40 $82.52 $83.36 19,900
18/08/2026 $85.98 $85.98 $84.51 $84.79 20,200