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Unusual Whales Subversive Republican Trading ETF (...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US81752T4940
Inception Date
Feb 7, 2023
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Unusual Whales Subversive Republican Trading ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


Unusual Whales Subversive Republican Trading ETF

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.83%-2.03%-2.98%-1.31%
20240.53%4.79%4.20%-4.83%3.71%0.52%2.67%1.08%0.79%-0.26%6.96%-5.83%14.45%
2023-3.15%-0.58%0.31%-2.32%6.76%3.39%-2.36%-3.88%-1.97%8.18%6.27%10.16%

Benchmark Metrics

Unusual Whales Subversive Republican Trading ETF has an annualized alpha of -2.73%, beta of 0.91, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since February 08, 2023.

  • This ETF participated in 99.48% of S&P 500 Index downside but only 81.72% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -2.73% versus S&P 500 Index — delivering less than market exposure alone would predict.
  • With beta of 0.91 and R² of 0.80, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
-2.73%
Beta
0.91
0.80
Upside Capture
81.72%
Downside Capture
99.48%

Expense Ratio

KRUZ has an expense ratio of 0.83%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Unusual Whales Subversive Republican Trading ETF (KRUZ) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Unusual Whales Subversive Republican Trading ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.60%0.70%0.80%0.90%1.00%$0.00$0.05$0.10$0.15$0.20$0.2520232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$0.00$0.18$0.28

Dividend yield

0.00%0.57%1.01%

Monthly Dividends

The table displays the monthly dividend distributions for Unusual Whales Subversive Republican Trading ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2023$0.28$0.28

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 Unusual Whales Subversive Republican Trading 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 Unusual Whales Subversive Republican Trading ETF was 10.38%, occurring on Mar 13, 2025. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-10.38%Jan 22, 202536Mar 13, 2025
-10.04%Aug 2, 202362Oct 27, 202324Dec 1, 202386
-8.93%Feb 16, 202319Mar 15, 202364Jun 15, 202383
-7.96%Jul 17, 202414Aug 5, 202435Sep 24, 202449
-6.42%Dec 2, 202414Dec 19, 202419Jan 21, 202533

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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