Summary
VUSV
Prices · period metrics · 1M
NAV as of 02/06/2026
30/03/2026 → 30/04/2026
Return 2.88% Volatility 10.86% Sharpe 14.18
Official loaded data — not a live quote.

Vanguard Wellington U.S. Value Active ETF

Symbol: VUSV

Exchange: BATS

Sector: Financial_Services

Category: Large Value

Inception date: 14/11/2025

Latest date: 02/06/2026

Current price: $67.67

Expense ratio: 0.30%

Assets under management
$59.7M
0.39% 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

2.88%

Ann. 157.68% (Sharpe / Sortino numerator)

Volatility

10.86%

Sharpe ratio

14.183

VaR 95%

-0.46%

CVaR 95%: -0.48%
Max drawdown: -0.60%
Sortino ratio: 47.660
Calmar ratio: 261.40

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

3.20%

Ann. 9.82% (Sharpe / Sortino numerator)

Volatility

12.54%

Sharpe ratio

0.495

VaR 95%

-1.34%

CVaR 95%: -1.41%
Max drawdown: -7.06%
Sortino ratio: 0.735
Calmar ratio: 1.39

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

10.29%

Ann. 29.94% (Sharpe / Sortino numerator)

Volatility

12.30%

Sharpe ratio

2.143

VaR 95%

-1.32%

CVaR 95%: -1.44%
Max drawdown: -7.06%
Sortino ratio: 3.498
Calmar ratio: 4.24

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 04/05/2026 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.144%

Best day

1.286%

06/05/2026
Worst day

-0.976%

15/05/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $67.41 $67.68 $67.41 $67.67 9,900
01/06/2026 $67.29 $67.73 $67.29 $67.62 2,600
29/05/2026 $67.48 $67.70 $67.48 $67.57 6,800
28/05/2026 $66.96 $67.61 $66.96 $67.53 4,100
27/05/2026 $67.14 $67.15 $66.90 $66.90 1,700
26/05/2026 $67.41 $67.41 $67.22 $67.32 6,100
22/05/2026 $67.29 $67.29 $67.20 $67.20 800
21/05/2026 $66.48 $66.84 $66.34 $66.74 5,400
20/05/2026 $65.88 $66.78 $65.88 $66.78 4,500
19/05/2026 $66.13 $66.35 $65.98 $65.98 84,800