Summary
XCOR
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 25.64% Volatility 18.43% Sharpe 0.74
Official loaded data — not a live quote.

FUNDX ETF

Symbol: XCOR

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 01/11/2001

Latest date: 11/06/2026

Current price: $88.90

Expense ratio: 1.15%

Assets under management
$192.9M
2.16% 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

0.78%

Ann. -37.23% (Sharpe / Sortino numerator)

Volatility

20.44%

Sharpe ratio

-1.999

VaR 95%

-1.97%

CVaR 95%: -2.01%
Max drawdown: -7.39%
Sortino ratio: -4.097
Calmar ratio: -5.04

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

11.72%

Ann. -14.46% (Sharpe / Sortino numerator)

Volatility

16.15%

Sharpe ratio

-1.120

VaR 95%

-1.63%

CVaR 95%: -1.94%
Max drawdown: -9.60%
Sortino ratio: -1.806
Calmar ratio: -1.51

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

10.31%

Ann. -2.31% (Sharpe / Sortino numerator)

Volatility

14.59%

Sharpe ratio

-0.407

VaR 95%

-1.63%

CVaR 95%: -1.92%
Max drawdown: -9.60%
Sortino ratio: -0.586
Calmar ratio: -0.24

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.

Period total return

25.64%

Ann. 17.22% (Sharpe / Sortino numerator)

Volatility

18.43%

Sharpe ratio

0.737

VaR 95%

-1.62%

CVaR 95%: -2.60%
Max drawdown: -9.60%
Sortino ratio: 0.895
Calmar ratio: 1.79

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

38.17%

Ann. 13.00% (Sharpe / Sortino numerator)

Volatility

18.41%

Sharpe ratio

0.509

VaR 95%

-1.96%

CVaR 95%: -2.79%
Max drawdown: -22.54%
Sortino ratio: 0.627
Calmar ratio: 0.58

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

79.45%

Ann. 17.82% (Sharpe / Sortino numerator)

Volatility

17.07%

Sharpe ratio

0.831

VaR 95%

-1.73%

CVaR 95%: -2.50%
Max drawdown: -22.54%
Sortino ratio: 1.073
Calmar ratio: 0.79

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

0.095%

Best day

3.105%

31/03/2026
Worst day

-3.308%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $87.02 $88.90 $87.02 $88.90 1,300
10/06/2026 $87.40 $87.40 $86.64 $86.67 800
09/06/2026 $86.62 $87.98 $86.62 $87.98 1,100
08/06/2026 $88.67 $88.67 $88.44 $88.44 2,900
05/06/2026 $87.92 $87.92 $87.92 $87.92 200
04/06/2026 $90.70 $91.11 $90.70 $90.93 1,500
03/06/2026 $91.20 $91.20 $91.02 $91.11 1,700
02/06/2026 $91.70 $91.76 $91.70 $91.76 1,900
01/06/2026 $90.97 $91.64 $90.97 $91.48 1,600
29/05/2026 $90.77 $90.92 $90.77 $90.92 2,100