PortfoliosLab logoPortfoliosLab logo
Inception Date
Apr 12, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$19M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

NEWZ Performance Chart

StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) is up 7.4% since the beginning of the year. NEWZ is currently trading at $29 per share.


Loading charts...

S&P 500 Index

Returns By Period

StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) has returned 7.39% so far this year and 3.21% over the past 12 months.


StockSnips AI-Powered Sentiment US All Cap ETF

1D
-0.25%
1M
0.39%
YTD
7.39%
6M
6.29%
1Y
3.21%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NEWZ Monthly Returns History

Based on dividend-adjusted daily data since Apr 12, 2024, NEWZ's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, an investment would double in approximately 8.4 years.

Historically, 48% of months were positive and 52% were negative. The best month was Nov 2024 with a return of +8.5%, while the worst month was Mar 2025 at -5.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, NEWZ closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +5.4%, while the worst single day was Apr 4, 2025 at -6.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.39%3.47%-1.82%5.33%-0.02%0.00%7.39%
20254.79%-3.83%-5.21%-0.85%4.72%1.20%-3.62%4.81%-0.42%-0.21%-2.43%-2.43%-4.08%
2024-0.10%4.98%0.78%3.15%2.94%2.05%-2.62%8.47%-4.80%15.16%

Benchmark Metrics

StockSnips AI-Powered Sentiment US All Cap ETF has an annualized alpha of -6.15%, beta of 0.80, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since April 15, 2024.

  • This ETF participated in 94.53% of S&P 500 Index downside but only 55.89% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -6.15% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha
-6.15%
Beta
0.80
0.66
Upside Capture
55.89%
Downside Capture
94.53%

Expense Ratio

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


Return for Risk

Risk / Return Rank

NEWZ ranks 13 for risk / return — in the bottom 13% 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.


NEWZ Risk / Return Rank: 1313
Overall Rank
NEWZ Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
NEWZ Sortino Ratio Rank: 1212
Sortino Ratio Rank
NEWZ Omega Ratio Rank: 1212
Omega Ratio Rank
NEWZ Calmar Ratio Rank: 1313
Calmar Ratio Rank
NEWZ Martin Ratio Rank: 1313
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 StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) and compare them to S&P 500 Index.


NEWZBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.24

2.24

-2.01

Sortino ratio

Return per unit of downside risk

0.43

3.07

-2.65

Omega ratio

Gain probability vs. loss probability

1.05

1.41

-0.36

Calmar ratio

Return relative to maximum drawdown

0.30

2.93

-2.63

Martin ratio

Return relative to average drawdown

0.83

13.52

-12.69

Dividends

Dividend History

StockSnips AI-Powered Sentiment US All Cap ETF provided a 0.10% dividend yield over the last twelve months, with an annual payout of $0.03 per share.


0.18%0.20%0.22%0.24%0.26%$0.00$0.02$0.04$0.06$0.0820242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.03$0.07$0.05

Dividend yield

0.10%0.27%0.18%

Monthly Dividends

The table displays the monthly dividend distributions for StockSnips AI-Powered Sentiment US All Cap 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$0.04$0.00$0.02$0.00$0.00$0.01$0.00$0.00$0.00$0.07
2024$0.04$0.00$0.00$0.01$0.00$0.00$0.01$0.05

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the StockSnips AI-Powered Sentiment US All 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 StockSnips AI-Powered Sentiment US All Cap ETF was 19.40%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current StockSnips AI-Powered Sentiment US All Cap ETF drawdown is 3.45%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-19.40%Apr 2025
2mo 1d
1y 3moFeb 2025 - now
2025 pullback2025
-7.18%Jan 2025
1mo 5d17d
1mo 22dDec 2024 - Jan 2025
2024 pullback2024
-4.94%Oct 2024
14d6d
20dOct 2024 - Nov 2024
2024 pullback2024
-4.89%Aug 2024
19d10d
29dJul 2024 - Aug 2024
2024 pullback2024
-3.79%Nov 2024
4d8d
12dNov 2024 - Nov 2024

Drawdown Indicators


NEWZBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-19.40%

-56.78%

+37.38%

Max Drawdown (1Y)

Largest decline over 1 year

-10.82%

-9.10%

-1.72%

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

-3.45%

-0.74%

-2.71%

Average Drawdown

Average peak-to-trough decline

-5.34%

-10.72%

+5.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

1.97%

+1.89%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with NEWZ

Add StockSnips AI-Powered Sentiment US All 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 NEWZ