Summary
WAGN
Prices · period metrics · 1M
NAV as of 21/07/2026
28/04/2026 → 28/05/2026
Return -4.26% Volatility 18.28% Sharpe 0.15
Official loaded data — not a live quote.

Pabrai Wagons ETF

Symbol: WAGN

Exchange: NYSE

Sector: Technology

Category: Global Small/Mid Stock

Inception date: 29/09/2023

Latest date: 21/07/2026

Current price: $13.95

Expense ratio: 0.90%

Assets under management
$209.5M
0.79% 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

-4.26%

Ann. 6.28% (Sharpe / Sortino numerator)

Volatility

18.28%

Sharpe ratio

0.145

VaR 95%

-0.94%

CVaR 95%: -1.91%
Max drawdown: -3.80%
Sortino ratio: 0.254
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

-7.62%

Ann. 32.17% (Sharpe / Sortino numerator)

Volatility

17.88%

Sharpe ratio

1.596

VaR 95%

-1.56%

CVaR 95%: -1.99%
Max drawdown: -5.19%
Sortino ratio: 3.151
Calmar ratio: 6.20

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

-2.65%

Ann. -7.80% (Sharpe / Sortino numerator)

Volatility

18.99%

Sharpe ratio

-0.599

VaR 95%

-1.88%

CVaR 95%: -2.24%
Max drawdown: -12.44%
Sortino ratio: -1.176
Calmar ratio: -0.63

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: 22/06/2026 - 21/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.214%

Best day

1.531%

10/07/2026
Worst day

-2.213%

24/06/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $13.84 $14.01 $13.75 $13.95 548,800
20/07/2026 $13.79 $13.86 $13.78 $13.78 61,100
17/07/2026 $13.84 $13.86 $13.70 $13.77 92,000
16/07/2026 $13.85 $13.88 $13.81 $13.84 102,100
15/07/2026 $13.90 $13.92 $13.81 $13.85 158,600
14/07/2026 $14.00 $14.00 $13.90 $13.92 115,000
13/07/2026 $13.86 $13.99 $13.86 $13.96 139,100
10/07/2026 $13.76 $13.93 $13.75 $13.93 97,200
09/07/2026 $13.75 $13.75 $13.59 $13.72 126,200
08/07/2026 $13.70 $13.77 $13.65 $13.75 150,100