MCELHENNY SHEFFIELD MANAGED RISK ETF

Symbol: MSMR

Exchange: BATS

Sector: Healthcare

Category: Moderate Allocation

Inception Date: 16/11/2021

Latest Date: 02/04/2026

Current Price: $34.64

Expense Ratio: 1.06%

Assets Under Management
$166.6M
0.37% 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

-4.23%

Volatility

18.10%

Sharpe Ratio

-2.286

VaR 95%

-1.84%

CVaR 95%: -2.36%
Max Drawdown: -5.88%
Sortino Ratio: -3.397
Calmar Ratio: -6.42
Return

0.83%

Volatility

16.04%

Sharpe Ratio

-0.013

VaR 95%

-1.86%

CVaR 95%: -2.36%
Max Drawdown: -7.76%
Sortino Ratio: -0.018
Calmar Ratio: 0.44
Return

2.14%

Volatility

14.87%

Sharpe Ratio

0.050

VaR 95%

-1.54%

CVaR 95%: -2.21%
Max Drawdown: -7.76%
Sortino Ratio: 0.067
Calmar Ratio: 0.56
Return

18.17%

Volatility

12.48%

Sharpe Ratio

1.171

VaR 95%

-1.28%

CVaR 95%: -1.93%
Max Drawdown: -7.76%
Sortino Ratio: 1.521
Calmar Ratio: 2.35
Return

31.16%

Volatility

11.41%

Sharpe Ratio

0.960

VaR 95%

-1.15%

CVaR 95%: -1.80%
Max Drawdown: -8.84%
Sortino Ratio: 1.220
Calmar Ratio: 1.65
Return

64.08%

Volatility

11.52%

Sharpe Ratio

1.249

VaR 95%

-1.15%

CVaR 95%: -1.72%
Max Drawdown: -8.84%
Sortino Ratio: 1.708
Calmar Ratio: 2.04

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.07%

Best Day

2.877%

06/02/2026
Worst Day

-2.799%

03/03/2026
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $34.51 $34.69 $34.51 $34.64 2,900
01/04/2026 $34.90 $34.98 $34.75 $34.75 23,800
31/03/2026 $33.64 $34.58 $33.64 $34.49 12,500
30/03/2026 $33.57 $33.76 $33.57 $33.68 800
27/03/2026 $34.07 $34.18 $33.94 $33.94 3,000
26/03/2026 $33.99 $34.33 $33.99 $34.04 2,900
25/03/2026 $33.85 $34.43 $33.85 $34.34 4,100
24/03/2026 $33.78 $33.86 $33.67 $33.77 8,900
23/03/2026 $34.04 $34.11 $34.00 $34.00 5,000
20/03/2026 $34.15 $34.22 $33.91 $33.96 2,200