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Inception Date
May 27, 2025
Region
Global (Broad)
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
Growth
Assets Under Management
$27M

Share Price Chart


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Performance

LOGO Performance Chart

Alpha Brands Consumption Leaders ETF (LOGO) is down 2.2% since the beginning of the year. LOGO is currently trading at $20 per share.


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S&P 500 Index

Returns By Period

Alpha Brands Consumption Leaders ETF (LOGO) has returned -2.24% so far this year and 3.74% over the past 12 months.


Alpha Brands Consumption Leaders ETF

1D
0.78%
1M
-1.69%
YTD
-2.24%
6M
-2.72%
1Y
3.74%
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)

LOGO Monthly Returns History

Based on dividend-adjusted daily data since May 28, 2025, LOGO's average daily return is +0.01%, while the average monthly return is +0.24%. At this rate, an investment would double in approximately 24.1 years.

Historically, 50% of months were positive and 50% were negative. The best month was Apr 2026 with a return of +7.2%, while the worst month was Mar 2026 at -5.5%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, LOGO closed higher 51% of trading days. The best single day was Jun 4, 2026 with a return of +5.1%, while the worst single day was Jun 3, 2026 at -5.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.99%-2.21%-5.54%7.23%5.08%-4.17%-2.24%
2025-0.01%3.66%0.05%2.15%3.80%-2.07%-2.65%0.01%4.84%

Benchmark Metrics

Alpha Brands Consumption Leaders ETF has an annualized alpha of -17.08%, beta of 1.01, and R2 of 0.62 versus S&P 500 Index. Calculated based on daily prices since May 28, 2025.

  • This ETF participated in 138.27% of S&P 500 Index downside but only 42.15% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -17.08% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 1.01 and R2 of 0.62, 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
-17.08%
Beta
1.01
0.62
Upside Capture
42.15%
Downside Capture
138.27%

Expense Ratio

LOGO has an expense ratio of 0.69%, placing it in the medium range.


Return for Risk

Risk / Return Rank

LOGO ranks 10 for risk / return — in the bottom 10% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


LOGO Risk / Return Rank: 1010
Overall Rank
LOGO Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
LOGO Sortino Ratio Rank: 1010
Sortino Ratio Rank
LOGO Omega Ratio Rank: 1010
Omega Ratio Rank
LOGO Calmar Ratio Rank: 1010
Calmar Ratio Rank
LOGO Martin Ratio Rank: 1010
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 Alpha Brands Consumption Leaders ETF (LOGO) 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.


LOGOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.73

Sortino ratioReturn per unit of downside risk

-2.23

Omega ratioGain probability vs. loss probability

1.05

1.35

-0.30

Calmar ratioReturn relative to maximum drawdown

0.19

2.66

-2.47

Martin ratioReturn relative to average drawdown

0.45

11.86

-11.41

Dividends

Dividend History


Alpha Brands Consumption Leaders 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 Alpha Brands Consumption Leaders 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 Alpha Brands Consumption Leaders ETF was 18.34%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Alpha Brands Consumption Leaders ETF drawdown is 8.88%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-18.34%Mar 2026
6mo 8d
9mo 2dSep 2025 - now
2025 selloff2025
-3.00%Jun 2025
11d6d
17dJun 2025 - Jun 2025
2025 pullback2025
-2.89%Aug 2025
4d11d
15dJul 2025 - Aug 2025
2025 pullback2025
-1.63%Jul 2025
8d9d
17dJul 2025 - Jul 2025
2025 pullback2025
-1.58%Aug 2025
2d6d
8dAug 2025 - Aug 2025

Drawdown Indicators


LOGOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-18.34%

-56.78%

+38.44%

Max Drawdown (1Y)

Largest decline over 1 year

-18.34%

-9.10%

-9.24%

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

-8.88%

-2.49%

-6.39%

Average Drawdown

Average peak-to-trough decline

-5.84%

-10.72%

+4.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.55%

2.03%

+5.52%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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