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ISIN
US8863642315
Inception Date
Nov 7, 2024
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$4B

Share Price Chart


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Performance

GRNY Performance Chart

Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) is up 11.0% since the beginning of the year. GRNY is currently trading at $27 per share.


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S&P 500 Index

Returns By Period

Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) has returned 10.99% so far this year and 28.29% over the past 12 months.


Fundstrat Granny Shots U.S. Large Cap ETF

1D
-0.04%
1M
1.51%
YTD
10.99%
6M
9.00%
1Y
28.29%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GRNY Monthly Returns History

Based on dividend-adjusted daily data since Nov 7, 2024, GRNY's average daily return is +0.09%, while the average monthly return is +1.72%. At this rate, an investment would double in approximately 3.4 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2026 with a return of +11.7%, while the worst month was Mar 2025 at -6.9%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.

On a daily basis, GRNY closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +11.9%, while the worst single day was Apr 4, 2025 at -6.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.02%-1.19%-4.37%11.73%3.52%-0.47%10.99%
20254.36%-6.24%-6.94%4.70%9.35%8.99%3.53%-0.55%7.02%4.00%-4.08%-0.68%24.05%
20243.39%-3.71%-0.45%

Benchmark Metrics

Fundstrat Granny Shots U.S. Large Cap ETF has an annualized alpha of 2.00%, beta of 1.28, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since November 07, 2024.

  • This ETF captured 130.35% of S&P 500 Index gains and 106.63% of its losses - amplifying both gains and losses, but participating more in upside than downside.

Alpha
2.00%
Beta
1.28
0.89
Upside Capture
130.35%
Downside Capture
106.63%

Expense Ratio

GRNY has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GRNY ranks 46 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


GRNY Risk / Return Rank: 4646
Overall Rank
GRNY Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
GRNY Sortino Ratio Rank: 4343
Sortino Ratio Rank
GRNY Omega Ratio Rank: 4242
Omega Ratio Rank
GRNY Calmar Ratio Rank: 5151
Calmar Ratio Rank
GRNY Martin Ratio Rank: 4646
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 Fundstrat Granny Shots U.S. Large Cap ETF (GRNY) 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.


GRNYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.45

Sortino ratioReturn per unit of downside risk

-0.63

Omega ratioGain probability vs. loss probability

1.27

1.37

-0.10

Calmar ratioReturn relative to maximum drawdown

2.44

2.78

-0.34

Martin ratioReturn relative to average drawdown

7.40

12.44

-5.04

Dividends

Dividend History


Fundstrat Granny Shots U.S. Large Cap ETF doesn't pay dividends

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 Fundstrat Granny Shots U.S. Large Cap 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 Fundstrat Granny Shots U.S. Large Cap ETF was 24.18%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.

The current Fundstrat Granny Shots U.S. Large Cap ETF drawdown is 1.01%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-24.18%Apr 2025
2mo 14d1mo 29d
4mo 13dJan 2025 - Jun 2025
2026 correction2026
-11.63%Mar 2026
5mo 1d18d
5mo 19dOct 2025 - Apr 2026
2025 pullback2025
-6.54%Jan 2025
1mo 5d9d
1mo 14dDec 2024 - Jan 2025
2026 pullback2026
-4.79%Jun 2026
5d
18d 2hJun 2026 - now
2025 pullback2025
-3.80%Aug 2025
8d20d
28dAug 2025 - Sep 2025

Drawdown Indicators


GRNYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-24.18%

-56.78%

+32.60%

Max Drawdown (1Y)

Largest decline over 1 year

-11.63%

-9.10%

-2.53%

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

-1.01%

-1.80%

+0.79%

Average Drawdown

Average peak-to-trough decline

-3.96%

-10.71%

+6.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.83%

2.03%

+1.80%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with GRNY

Add Fundstrat Granny Shots U.S. Large Cap ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with GRNY