Summary
USSE
Prices · period metrics · 12M
NAV as of 21/07/2026
02/04/2025 → 02/04/2026
Return 23.79% Volatility 18.76% Sharpe 0.43
Official loaded data — not a live quote.

SEGALL BRYANT & HAMILL SELECT EQUITY ETF

Symbol: USSE

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 29/08/2023

Latest date: 21/07/2026

Current price: $39.81

Expense ratio: 0.65%

Assets under management
$358.9M
0.53% 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

-1.29%

Ann. -41.45% (Sharpe / Sortino numerator)

Volatility

22.54%

Sharpe ratio

-2.000

VaR 95%

-1.97%

CVaR 95%: -2.25%
Max drawdown: -8.72%
Sortino ratio: -3.665
Calmar ratio: -4.75

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

9.43%

Ann. -1.08% (Sharpe / Sortino numerator)

Volatility

16.84%

Sharpe ratio

-0.280

VaR 95%

-1.76%

CVaR 95%: -2.08%
Max drawdown: -9.11%
Sortino ratio: -0.427
Calmar ratio: -0.12

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

18.20%

Ann. 2.07% (Sharpe / Sortino numerator)

Volatility

15.97%

Sharpe ratio

-0.098

VaR 95%

-1.75%

CVaR 95%: -2.13%
Max drawdown: -9.11%
Sortino ratio: -0.147
Calmar ratio: 0.23

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

23.79%

Ann. 11.62% (Sharpe / Sortino numerator)

Volatility

18.76%

Sharpe ratio

0.426

VaR 95%

-1.76%

CVaR 95%: -2.69%
Max drawdown: -9.11%
Sortino ratio: 0.583
Calmar ratio: 1.28

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

32.05%

Ann. 9.27% (Sharpe / Sortino numerator)

Volatility

17.49%

Sharpe ratio

0.323

VaR 95%

-1.77%

CVaR 95%: -2.64%
Max drawdown: -22.36%
Sortino ratio: 0.424
Calmar ratio: 0.41

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

58.76%

Ann. 17.03% (Sharpe / Sortino numerator)

Volatility

16.45%

Sharpe ratio

0.817

VaR 95%

-1.61%

CVaR 95%: -2.42%
Max drawdown: -22.36%
Sortino ratio: 1.100
Calmar ratio: 0.76

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

0.09%

Best day

3.62%

31/03/2026
Worst day

-3.696%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $39.60 $39.81 $39.51 $39.81 22,300
20/07/2026 $39.42 $39.69 $39.30 $39.30 22,500
17/07/2026 $38.89 $39.53 $38.89 $39.30 27,500
16/07/2026 $39.57 $39.86 $39.31 $39.48 25,000
15/07/2026 $40.18 $40.18 $39.70 $40.06 26,600
14/07/2026 $39.70 $40.04 $39.70 $40.02 41,400
13/07/2026 $39.62 $39.66 $39.37 $39.40 28,300
10/07/2026 $39.79 $39.86 $39.57 $39.83 28,200
09/07/2026 $39.89 $40.05 $39.78 $40.00 28,200
08/07/2026 $39.12 $39.47 $39.00 $39.47 26,000