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Inception Date
Jun 25, 2020
Region
Global (Broad)
Category
Hedge Fund
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Multi-Cap
Assets Under Management
$321M

Share Price Chart


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Performance

MRSK Performance Chart

Agility Shares Managed Risk ETF (MRSK) is up 4.5% since the beginning of the year. MRSK is currently trading at $38 per share. Investors who bought $1,000 worth of MRSK shares 5 years ago would now be looking at an investment worth $1,469.


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S&P 500 Index

Returns By Period

Agility Shares Managed Risk ETF (MRSK) has returned 4.49% so far this year and 18.35% over the past 12 months.


Agility Shares Managed Risk ETF

1D
0.49%
1M
1.04%
YTD
4.49%
6M
4.87%
1Y
18.35%
3Y*
10.42%
5Y*
7.99%
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.34%
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)

MRSK Monthly Returns History

Based on dividend-adjusted daily data since Jun 25, 2020, MRSK's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.

Historically, 63% of months were positive and 37% were negative. The best month was Jul 2022 with a return of +6.4%, while the worst month was Jun 2022 at -7.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, MRSK closed higher 54% of trading days. The best single day was Aug 6, 2020 with a return of +6.3%, while the worst single day was Aug 7, 2020 at -4.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.33%-0.62%-4.65%4.93%4.36%-0.64%4.49%
20251.76%-0.80%-5.01%1.07%1.47%3.44%1.50%2.29%2.24%2.39%1.01%0.24%11.93%
20241.02%3.31%2.39%-3.22%4.36%1.84%0.74%-0.25%1.81%-1.05%4.94%-1.83%14.62%
20232.50%-1.14%4.73%2.09%-0.01%4.51%1.79%-0.39%-5.36%-4.58%5.98%3.12%13.29%
2022-3.19%-1.60%0.56%-3.15%2.70%-7.84%6.42%-2.58%-4.72%2.09%0.22%-0.70%-11.86%
2021-0.06%1.18%3.39%3.01%1.15%2.03%2.29%2.88%-4.39%5.30%-1.20%3.77%20.74%

Benchmark Metrics

Agility Shares Managed Risk ETF has an annualized alpha of 2.45%, beta of 0.54, and R2 of 0.58 versus S&P 500 Index. Calculated based on daily prices since June 25, 2020.

  • This ETF participated in 67.70% of S&P 500 Index downside but only 60.90% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF generated an annualized alpha of 2.45% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 0.54 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
2.45%
Beta
0.54
0.58
Upside Capture
60.90%
Downside Capture
67.70%

Expense Ratio

MRSK has a high expense ratio of 0.99%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

MRSK ranks 50 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.


MRSK Risk / Return Rank: 5050
Overall Rank
MRSK Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
MRSK Sortino Ratio Rank: 4848
Sortino Ratio Rank
MRSK Omega Ratio Rank: 5050
Omega Ratio Rank
MRSK Calmar Ratio Rank: 4848
Calmar Ratio Rank
MRSK Martin Ratio Rank: 5555
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 Agility Shares Managed Risk ETF (MRSK) 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.


MRSKBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.33

Omega ratioGain probability vs. loss probability

1.31

1.35

-0.04

Calmar ratioReturn relative to maximum drawdown

2.33

2.66

-0.33

Martin ratioReturn relative to average drawdown

9.21

11.86

-2.65

Dividends

Dividend History

Agility Shares Managed Risk ETF provided a 0.36% dividend yield over the last twelve months, with an annual payout of $0.14 per share.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.00202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$0.14$0.14$0.15$0.17$0.29$4.18$1.20

Dividend yield

0.36%0.37%0.44%0.60%1.11%14.20%4.29%

Monthly Dividends

The table displays the monthly dividend distributions for Agility Shares Managed Risk 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$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.14
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.17
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.29
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.18$4.18

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 Agility Shares Managed Risk 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 Agility Shares Managed Risk ETF was 14.70%, occurring on Jun 16, 2022. Recovery took 270 trading sessions.

The current Agility Shares Managed Risk ETF drawdown is 0.94%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-14.70%Jun 2022
5mo 20d1y 1mo
1y 6moDec 2021 - Jul 2023
2023 correction2023
-12.22%Oct 2023
1mo 19d3mo 15d
5mo 4dSep 2023 - Feb 2024
2025 selloff2025
-11.72%Apr 2025
4mo3mo 14d
7mo 14dDec 2024 - Jul 2025
2026 pullback2026
-7.82%Mar 2026
2mo 1d1mo 7d
3mo 8dJan 2026 - May 2026
2024 pullback2024
-7.58%Sep 2024
1mo 16d2mo 4d
3mo 20dJul 2024 - Nov 2024

Drawdown Indicators


MRSKBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-14.70%

-56.78%

+42.08%

Max Drawdown (1Y)

Largest decline over 1 year

-7.82%

-9.10%

+1.28%

Max Drawdown (3Y)

Largest decline over 3 years

-12.22%

-18.90%

+6.68%

Max Drawdown (5Y)

Largest decline over 5 years

-14.70%

-25.43%

+10.73%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.94%

-2.49%

+1.55%

Average Drawdown

Average peak-to-trough decline

-3.57%

-10.72%

+7.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

2.03%

-0.06%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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