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Fitz-Gerald Must Have Portfolio ETF (FITZ) Sharpe Ratio

ETF · Currency in USD · Last updated Jun 4, 2026

The Fitz-Gerald Must Have Portfolio ETF is an actively managed equity ETF that seeks total returns by investing primarily in companies selected through the proprietary Must Have Portfolio framework. The strategy uses thematic research developed by Keith Fitz-Gerald to identify businesses positioned to benefit from long-term structural trends across areas such as digitalization, defense, diffusion, distribution, and dislocation.

Sharpe ratio is not yet available for FITZ. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Fitz-Gerald Must Have Portfolio ETF's Sharpe Ratio with other ETFs in the Large Cap Growth Equities category across multiple time periods, showing how FITZ's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DARPGrizzle Growth ETF3.59
HLALWahed FTSE USA Shariah ETF3.33
NACPImpact Shares NAACP Minority Empowerment ETF3.14
VEGNUS Vegan Climate ETF3.13
FDRRFidelity Dividend ETF for Rising Rates2.85
FMTMMarketDesk Focused U.S. Momentum ETF2.80
XNAVFundX Aggressive ETF2.71
IQMFranklin Intelligent Machines ETF2.67
BBLUEa Bridgeway Blue Chip ETF2.63
MFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF2.63
FITZFitz-Gerald Must Have Portfolio ETF—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FITZ's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FITZ consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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