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Mohr Growth ETF (MOHR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US19423L6231

Issuer

Mohr Funds

Inception Date

Nov 2, 2021

Region

Global (Broad)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

MOHR has a high expense ratio of 1.03%, indicating higher-than-average management fees.


Expense ratio chart for MOHR: current value at 1.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.03%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MOHR vs. SPMO MOHR vs. VONG
Popular comparisons:
MOHR vs. SPMO MOHR vs. VONG

Performance

Performance Chart

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


-4.00%-2.00%0.00%2.00%4.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29
3.58%
1.57%
MOHR (Mohr Growth ETF)
Benchmark (^GSPC)

Returns By Period


MOHR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of MOHR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.46%5.25%2.21%-4.67%2.64%-0.46%-2.57%1.90%2.02%8.74%
2023-0.10%-0.92%0.26%-0.81%-0.17%2.80%5.18%-7.52%-4.57%-4.19%8.82%5.85%3.49%
2022-7.73%-1.00%1.30%-6.28%-1.57%-3.76%-0.10%-3.50%-1.33%-0.29%0.10%0.31%-21.76%
2021-1.97%1.58%-0.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MOHR is 28, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MOHR is 2828
Overall Rank
The Sharpe Ratio Rank of MOHR is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of MOHR is 2828
Sortino Ratio Rank
The Omega Ratio Rank of MOHR is 2828
Omega Ratio Rank
The Calmar Ratio Rank of MOHR is 2222
Calmar Ratio Rank
The Martin Ratio Rank of MOHR is 2929
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Mohr Growth ETF (MOHR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
MOHR
^GSPC

There is not enough data available to calculate the Sharpe ratio for Mohr Growth ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50Aug 25SeptemberSep 08Sep 15Sep 22Sep 29
1.38
2.64
MOHR (Mohr Growth ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Mohr Growth ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


1.76%$0.00$0.10$0.20$0.30$0.402023
Dividends
Dividend Yield
PeriodTTM2023
Dividend$0.00$0.35

Dividend yield

0.00%1.76%

Monthly Dividends

The table displays the monthly dividend distributions for Mohr Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.35$0.35

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.


-20.00%-15.00%-10.00%-5.00%0.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29
-15.43%
-0.93%
MOHR (Mohr Growth ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Mohr Growth 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 Mohr Growth ETF was 33.44%, occurring on Oct 27, 2023. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.44%Dec 30, 2021460Oct 27, 2023
-8.08%Nov 17, 202123Dec 20, 20216Dec 29, 202129
-2.24%Nov 9, 20212Nov 10, 20212Nov 12, 20214
-0.67%Nov 5, 20211Nov 5, 20211Nov 8, 20212
-0.25%Nov 15, 20211Nov 15, 20211Nov 16, 20212

Volatility

Volatility Chart

The current Mohr Growth ETF volatility is 3.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


3.50%4.00%4.50%5.00%5.50%6.00%6.50%7.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29
3.75%
4.04%
MOHR (Mohr Growth ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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