Summary
VOTE
Prices · period metrics · 12M
NAV as of 21/07/2026
02/04/2025 → 02/04/2026
Return 20.44% Volatility 18.42% Sharpe 0.75
Official loaded data — not a live quote.

TCW TRANSFORM 500 ETF

Symbol: VOTE

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 22/06/2021

Latest date: 21/07/2026

Current price: $88.20

Expense ratio: 0.05%

Assets under management
$1.1B
0.43% 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

0.51%

Ann. -39.03% (Sharpe / Sortino numerator)

Volatility

18.24%

Sharpe ratio

-2.339

VaR 95%

-1.65%

CVaR 95%: -1.71%
Max drawdown: -7.56%
Sortino ratio: -4.414
Calmar ratio: -5.16

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

6.76%

Ann. -15.61% (Sharpe / Sortino numerator)

Volatility

14.80%

Sharpe ratio

-1.300

VaR 95%

-1.63%

CVaR 95%: -1.80%
Max drawdown: -9.31%
Sortino ratio: -2.047
Calmar ratio: -1.68

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

10.08%

Ann. -3.95% (Sharpe / Sortino numerator)

Volatility

13.86%

Sharpe ratio

-0.547

VaR 95%

-1.60%

CVaR 95%: -1.89%
Max drawdown: -9.31%
Sortino ratio: -0.778
Calmar ratio: -0.42

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

20.44%

Ann. 17.43% (Sharpe / Sortino numerator)

Volatility

18.42%

Sharpe ratio

0.749

VaR 95%

-1.60%

CVaR 95%: -2.64%
Max drawdown: -9.31%
Sortino ratio: 0.925
Calmar ratio: 1.87

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

39.00%

Ann. 13.94% (Sharpe / Sortino numerator)

Volatility

16.48%

Sharpe ratio

0.625

VaR 95%

-1.60%

CVaR 95%: -2.41%
Max drawdown: -19.08%
Sortino ratio: 0.791
Calmar ratio: 0.73

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

73.61%

Ann. 18.91% (Sharpe / Sortino numerator)

Volatility

15.00%

Sharpe ratio

1.019

VaR 95%

-1.45%

CVaR 95%: -2.14%
Max drawdown: -19.08%
Sortino ratio: 1.339
Calmar ratio: 0.99

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

0.077%

Best day

2.858%

31/03/2026
Worst day

-2.754%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $87.83 $88.28 $87.83 $88.20 7,000
20/07/2026 $88.14 $88.14 $87.40 $87.45 12,800
17/07/2026 $87.26 $88.02 $87.26 $87.64 21,300
16/07/2026 $88.83 $88.87 $88.25 $88.43 8,000
15/07/2026 $89.00 $89.03 $88.55 $88.95 32,300
14/07/2026 $88.56 $88.83 $88.46 $88.63 36,800
13/07/2026 $88.88 $88.88 $88.23 $88.35 14,000
10/07/2026 $88.70 $89.02 $88.63 $89.00 13,000
09/07/2026 $88.09 $88.71 $88.03 $88.66 15,100
08/07/2026 $87.67 $88.00 $87.35 $87.83 11,800