Summary
VSLU
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 21.36% Volatility 18.01% Sharpe 0.91
Official loaded data — not a live quote.

APPLIED FINANCE VALUATION LARGE CAP ETF

Symbol: VSLU

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 29/04/2021

Latest date: 11/06/2026

Current price: $45.96

Expense ratio: 0.49%

Assets under management
$531.2M
1.22% 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

0.14%

Ann. -41.20% (Sharpe / Sortino numerator)

Volatility

19.70%

Sharpe ratio

-2.276

VaR 95%

-1.77%

CVaR 95%: -1.86%
Max drawdown: -7.73%
Sortino ratio: -4.476
Calmar ratio: -5.33

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

5.78%

Ann. -15.13% (Sharpe / Sortino numerator)

Volatility

15.31%

Sharpe ratio

-1.225

VaR 95%

-1.71%

CVaR 95%: -1.89%
Max drawdown: -9.16%
Sortino ratio: -1.888
Calmar ratio: -1.65

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

4.00%

Ann. -3.73% (Sharpe / Sortino numerator)

Volatility

14.56%

Sharpe ratio

-0.505

VaR 95%

-1.56%

CVaR 95%: -2.05%
Max drawdown: -9.16%
Sortino ratio: -0.720
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

21.36%

Ann. 19.95% (Sharpe / Sortino numerator)

Volatility

18.01%

Sharpe ratio

0.906

VaR 95%

-1.54%

CVaR 95%: -2.58%
Max drawdown: -9.16%
Sortino ratio: 1.196
Calmar ratio: 2.18

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

38.15%

Ann. 14.64% (Sharpe / Sortino numerator)

Volatility

15.80%

Sharpe ratio

0.697

VaR 95%

-1.49%

CVaR 95%: -2.27%
Max drawdown: -17.89%
Sortino ratio: 0.918
Calmar ratio: 0.82

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

74.74%

Ann. 19.20% (Sharpe / Sortino numerator)

Volatility

14.34%

Sharpe ratio

1.086

VaR 95%

-1.35%

CVaR 95%: -2.01%
Max drawdown: -17.89%
Sortino ratio: 1.479
Calmar ratio: 1.07

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: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.08%

Best day

2.778%

31/03/2026
Worst day

-2.913%

06/11/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $45.41 $45.98 $45.26 $45.96 18,000
10/06/2026 $45.93 $46.08 $45.42 $45.47 8,100
09/06/2026 $46.25 $46.25 $45.40 $46.10 38,500
08/06/2026 $46.40 $46.57 $46.13 $46.13 36,800
05/06/2026 $47.03 $47.10 $46.27 $46.36 21,300
04/06/2026 $46.84 $47.22 $46.84 $47.18 375,800
03/06/2026 $46.98 $46.98 $46.80 $46.85 10,200
02/06/2026 $47.22 $47.40 $47.16 $47.25 32,400
01/06/2026 $47.33 $47.52 $47.23 $47.42 20,700
29/05/2026 $47.35 $47.40 $47.26 $47.32 23,800