Summary
VEGN
Prices · period metrics · 12M
NAV as of 21/07/2026
02/04/2025 → 02/04/2026
Return 37.77% Volatility 20.70% Sharpe 0.54
Official loaded data — not a live quote.

US VEGAN CLIMATE ETF

Symbol: VEGN

Exchange: BATS

Sector: Technology

Category: Large Growth

Inception date: 09/09/2019

Latest date: 21/07/2026

Current price: $77.26

Expense ratio: 0.60%

Assets under management
$191.0M
0.31% 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

-5.21%

Ann. -30.39% (Sharpe / Sortino numerator)

Volatility

20.69%

Sharpe ratio

-1.645

VaR 95%

-1.88%

CVaR 95%: -1.99%
Max drawdown: -7.91%
Sortino ratio: -3.011
Calmar ratio: -3.84

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

20.13%

Ann. -21.11% (Sharpe / Sortino numerator)

Volatility

19.16%

Sharpe ratio

-1.291

VaR 95%

-2.08%

CVaR 95%: -2.28%
Max drawdown: -11.99%
Sortino ratio: -2.043
Calmar ratio: -1.76

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.

Period total return

25.88%

Ann. -7.17% (Sharpe / Sortino numerator)

Volatility

17.43%

Sharpe ratio

-0.619

VaR 95%

-1.96%

CVaR 95%: -2.27%
Max drawdown: -11.99%
Sortino ratio: -0.900
Calmar ratio: -0.60

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

37.77%

Ann. 14.79% (Sharpe / Sortino numerator)

Volatility

20.70%

Sharpe ratio

0.539

VaR 95%

-1.95%

CVaR 95%: -2.93%
Max drawdown: -11.99%
Sortino ratio: 0.696
Calmar ratio: 1.23

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

57.32%

Ann. 12.24% (Sharpe / Sortino numerator)

Volatility

19.20%

Sharpe ratio

0.449

VaR 95%

-1.95%

CVaR 95%: -2.78%
Max drawdown: -20.91%
Sortino ratio: 0.589
Calmar ratio: 0.59

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

96.93%

Ann. 18.84% (Sharpe / Sortino numerator)

Volatility

17.79%

Sharpe ratio

0.855

VaR 95%

-1.76%

CVaR 95%: -2.51%
Max drawdown: -20.91%
Sortino ratio: 1.169
Calmar ratio: 0.90

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

0.135%

Best day

3.615%

11/06/2026
Worst day

-5.072%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $77.02 $77.26 $77.02 $77.26 6,800
20/07/2026 $76.21 $76.21 $75.26 $75.26 2,700
17/07/2026 $74.56 $76.09 $74.56 $75.35 4,100
16/07/2026 $76.44 $76.65 $75.72 $76.06 11,600
15/07/2026 $79.14 $79.14 $76.51 $77.36 8,400
14/07/2026 $78.75 $78.78 $78.53 $78.58 2,700
13/07/2026 $78.10 $78.48 $77.69 $77.90 12,500
10/07/2026 $78.92 $79.45 $78.89 $79.36 4,400
09/07/2026 $78.99 $79.83 $78.99 $79.23 19,100
08/07/2026 $76.94 $77.63 $76.46 $77.63 4,300