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ISIN
US84858T6736
CUSIP
84858T673
Inception Date
Jan 13, 2025
Region
Global (Developed Markets)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value
Assets Under Management
$2M

Share Price Chart


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Performance

GENW Performance Chart

Genter Capital International Dividend ETF (GENW) is up 12.3% since the beginning of the year. GENW is currently trading at $15 per share.


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S&P 500 Index

Returns By Period

Genter Capital International Dividend ETF (GENW) has returned 12.34% so far this year and 31.73% over the past 12 months.


Genter Capital International Dividend ETF

1D
-0.14%
1M
-0.52%
YTD
12.34%
6M
13.29%
1Y
31.73%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GENW Monthly Returns History

Based on dividend-adjusted daily data since Jan 13, 2025, GENW's average daily return is +0.13%, while the average monthly return is +2.51%. At this rate, an investment would double in approximately 2.3 years.

Historically, 83% of months were positive and 17% were negative. The best month was Jan 2026 with a return of +6.8%, while the worst month was Mar 2026 at -7.6%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 1 months.

On a daily basis, GENW closed higher 58% of trading days. The best single day was Apr 9, 2025 with a return of +7.0%, while the worst single day was Apr 4, 2025 at -6.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.80%5.77%-7.63%5.29%2.01%0.23%12.34%
20253.90%2.78%3.70%2.27%4.41%2.49%-0.71%5.10%1.84%-0.35%3.90%3.42%37.92%

Benchmark Metrics

Genter Capital International Dividend ETF has an annualized alpha of 22.34%, beta of 0.64, and R2 of 0.48 versus S&P 500 Index. Calculated based on daily prices since January 13, 2025.

  • This ETF captured 80.35% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -75.35%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.64 may look defensive, but with R2 of 0.48 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.48 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
22.34%
Beta
0.64
0.48
Upside Capture
80.35%
Downside Capture
-75.35%

Expense Ratio

GENW has an expense ratio of 0.38%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GENW ranks 68 for risk / return — better than 68% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


GENW Risk / Return Rank: 6868
Overall Rank
GENW Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
GENW Sortino Ratio Rank: 7272
Sortino Ratio Rank
GENW Omega Ratio Rank: 7070
Omega Ratio Rank
GENW Calmar Ratio Rank: 6363
Calmar Ratio Rank
GENW Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Genter Capital International Dividend ETF (GENW) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GENWBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.30

Sortino ratioReturn per unit of downside risk

+0.46

Omega ratioGain probability vs. loss probability

1.40

1.35

+0.05

Calmar ratioReturn relative to maximum drawdown

3.04

2.66

+0.38

Martin ratioReturn relative to average drawdown

11.22

11.86

-0.65

Dividends

Dividend History

Genter Capital International Dividend ETF provided a 2.58% dividend yield over the last twelve months, with an annual payout of $0.39 per share.


2.89%$0.00$0.10$0.20$0.30$0.402025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.39$0.39

Dividend yield

2.58%2.89%

Monthly Dividends

The table displays the monthly dividend distributions for Genter Capital International Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.05$0.00$0.00$0.00$0.05
2025$0.05$0.00$0.00$0.17$0.00$0.00$0.13$0.00$0.00$0.04$0.39

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Genter Capital International Dividend ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Genter Capital International Dividend ETF was 14.36%, occurring on Apr 8, 2025. Recovery took 19 trading sessions.

The current Genter Capital International Dividend ETF drawdown is 1.08%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-14.36%Apr 2025
19d28d
1mo 17dMar 2025 - May 2025
2026 correction2026
-10.32%Mar 2026
25d2mo
2mo 25dMar 2026 - May 2026
2025 pullback2025
-3.94%Aug 2025
7d11d
18dJul 2025 - Aug 2025
2025 pullback2025
-3.88%Nov 2025
7d6d
13dNov 2025 - Nov 2025
2025 pullback2025
-2.99%Sep 2025
9d12d
21dAug 2025 - Sep 2025

Drawdown Indicators


GENWBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-14.36%

-56.78%

+42.42%

Max Drawdown (1Y)

Largest decline over 1 year

-10.32%

-9.10%

-1.22%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.08%

-2.49%

+1.41%

Average Drawdown

Average peak-to-trough decline

-1.67%

-10.72%

+9.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

2.03%

+0.76%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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