Summary
XOVR
Prices · period metrics · 12M
NAV as of 17/06/2026
02/04/2025 → 02/04/2026
Return 12.29% Volatility 24.81% Sharpe 0.01
Official loaded data — not a live quote.

ERSHARES PRIVATE-PUBLIC CROSSOVER ETF

Symbol: XOVR

Exchange: NASDAQ

Sector: Technology

Category: Large Growth

Inception date: 07/11/2017

Latest date: 17/06/2026

Current price: $20.47

Expense ratio: 0.75%

Assets under management
$2.0B
-2.66% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

6.78%

Ann. -28.56% (Sharpe / Sortino numerator)

Volatility

19.33%

Sharpe ratio

-1.665

VaR 95%

-1.80%

CVaR 95%: -2.05%
Max drawdown: -7.59%
Sortino ratio: -3.056
Calmar ratio: -3.76

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

16.97%

Ann. -48.03% (Sharpe / Sortino numerator)

Volatility

23.69%

Sharpe ratio

-2.181

VaR 95%

-2.87%

CVaR 95%: -3.22%
Max drawdown: -20.36%
Sortino ratio: -3.324
Calmar ratio: -2.36

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

4.33%

Ann. -35.68% (Sharpe / Sortino numerator)

Volatility

22.56%

Sharpe ratio

-1.742

VaR 95%

-2.87%

CVaR 95%: -3.30%
Max drawdown: -24.32%
Sortino ratio: -2.411
Calmar ratio: -1.47

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

12.29%

Ann. 3.86% (Sharpe / Sortino numerator)

Volatility

24.81%

Sharpe ratio

0.009

VaR 95%

-2.74%

CVaR 95%: -3.66%
Max drawdown: -24.32%
Sortino ratio: 0.013
Calmar ratio: 0.16

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

31.64%

Ann. 5.38% (Sharpe / Sortino numerator)

Volatility

24.26%

Sharpe ratio

0.072

VaR 95%

-2.65%

CVaR 95%: -3.54%
Max drawdown: -25.23%
Sortino ratio: 0.101
Calmar ratio: 0.21

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

67.90%

Ann. 15.66% (Sharpe / Sortino numerator)

Volatility

23.30%

Sharpe ratio

0.516

VaR 95%

-2.45%

CVaR 95%: -3.36%
Max drawdown: -25.23%
Sortino ratio: 0.732
Calmar ratio: 0.62

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: 17/06/2025 - 17/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.056%

Best day

4.81%

15/06/2026
Worst day

-4.254%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/06/2026 $21.03 $21.20 $20.41 $20.47 10,108,500
16/06/2026 $21.11 $21.66 $20.90 $20.93 15,427,100
15/06/2026 $20.32 $21.11 $20.19 $20.92 21,947,300
12/06/2026 $20.41 $20.47 $19.48 $19.96 32,373,500
11/06/2026 $19.79 $20.10 $19.32 $20.10 12,804,600
10/06/2026 $19.80 $20.10 $19.55 $19.55 8,964,400
09/06/2026 $20.42 $20.78 $19.18 $19.87 12,384,200
08/06/2026 $19.82 $20.28 $19.60 $20.26 8,532,400
05/06/2026 $20.23 $20.31 $19.46 $19.58 8,911,400
04/06/2026 $19.99 $20.52 $19.98 $20.45 7,410,300