Westwood Enhanced Income Opportunity ETF
Symbol: YLDW
Exchange: NYSE
Sector: Technology
Category: Moderately Conservative Allocation
Inception date: 11/12/2025
Latest date: 19/10/2026
Current price: $25.12
Expense ratio: 0.79%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-2.52%
Ann. 92.44% (Sharpe / Sortino numerator)
Volatility
9.14%
Sharpe ratio
9.720
VaR 95%
-0.43%
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
0.76%
Ann. 5.47% (Sharpe / Sortino numerator)
Volatility
9.79%
Sharpe ratio
0.190
VaR 95%
-0.94%
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
1.68%
Ann. 13.14% (Sharpe / Sortino numerator)
Volatility
8.74%
Sharpe ratio
1.093
VaR 95%
-0.94%
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
6.51%
Ann. 7.75% (Sharpe / Sortino numerator)
Volatility
8.74%
Sharpe ratio
0.442
VaR 95%
-0.91%
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: 12/12/2025 - 19/10/2026.
Average daily return
0.031%
Best day
1.644%
Worst day
-1.599%
Days with data
212
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 19/10/2026 | $25.09 | $25.13 | $25.09 | $25.12 | 4,200 |
| 16/10/2026 | $25.17 | $25.20 | $25.07 | $25.07 | 2,500 |
| 15/10/2026 | $25.19 | $25.22 | $25.18 | $25.18 | 3,100 |
| 14/10/2026 | $25.28 | $25.28 | $25.15 | $25.15 | 100 |
| 13/10/2026 | $25.38 | $25.38 | $25.34 | $25.34 | 4,100 |
| 12/10/2026 | $25.44 | $25.44 | $25.37 | $25.37 | 2,200 |
| 09/10/2026 | $25.30 | $25.34 | $25.30 | $25.34 | 2,000 |
| 08/10/2026 | $25.15 | $25.18 | $25.12 | $25.18 | 2,200 |
| 07/10/2026 | $25.07 | $25.17 | $25.07 | $25.17 | 700 |
| 06/10/2026 | $25.16 | $25.29 | $25.16 | $25.25 | 2,200 |