BLUEMONTE LARGE CAP VALUE ETF

Symbol: BVAL

Exchange: NYSE ARCA

Sector: Technology

Category: Large Value

Inception Date: 20/06/2025

Latest Date: 02/04/2026

Current Price: $28.13

Expense Ratio: 0.24%

Assets Under Management
$223.1M
1.15% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

-4.45%

Volatility

13.80%

Sharpe Ratio

-3.109

VaR 95%

-1.32%

CVaR 95%: -1.40%
Max Drawdown: -5.96%
Sortino Ratio: -5.155
Calmar Ratio: -6.59
Return

0.32%

Volatility

12.02%

Sharpe Ratio

-0.193

VaR 95%

-1.33%

CVaR 95%: -1.44%
Max Drawdown: -7.02%
Sortino Ratio: -0.270
Calmar Ratio: 0.19
Return

3.70%

Volatility

11.18%

Sharpe Ratio

0.354

VaR 95%

-1.15%

CVaR 95%: -1.45%
Max Drawdown: -7.02%
Sortino Ratio: 0.516
Calmar Ratio: 1.08

Daily Returns for Period 1M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/03/2026 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

-0.194%

Best Day

2.006%

31/03/2026
Worst Day

-1.44%

18/03/2026
Days with Data

23

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $27.81 $28.14 $27.80 $28.13 27,000
01/04/2026 $28.11 $28.18 $28.04 $28.07 51,200
31/03/2026 $27.73 $27.97 $27.59 $27.97 32,100
30/03/2026 $27.49 $27.71 $27.33 $27.42 23,100
27/03/2026 $27.66 $27.76 $27.43 $27.49 24,700
26/03/2026 $28.13 $28.13 $27.89 $27.89 18,800
25/03/2026 $28.27 $28.27 $28.13 $28.16 10,500
24/03/2026 $27.64 $28.16 $27.64 $28.05 21,100
23/03/2026 $27.91 $28.21 $27.91 $27.98 22,800
20/03/2026 $27.84 $27.98 $27.61 $27.72 7,400