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Issuer
Twin Oak
Inception Date
Jun 2, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

SPYA Performance Chart

Twin Oak Endure ETF (SPYA) is up 7.2% since the beginning of the year. SPYA is currently trading at $30 per share.


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S&P 500 Index

Returns By Period

Twin Oak Endure ETF (SPYA) has returned 7.16% so far this year and 18.68% over the past 12 months.


Twin Oak Endure ETF

1D
1.09%
1M
0.10%
YTD
7.16%
6M
7.38%
1Y
18.68%
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)

SPYA Monthly Returns History

Based on dividend-adjusted daily data since Jun 3, 2025, SPYA's average daily return is +0.07%, while the average monthly return is +1.52%. At this rate, an investment would double in approximately 3.8 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2026 with a return of +9.8%, while the worst month was Mar 2026 at -5.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, SPYA closed higher 58% of trading days. The best single day was Apr 8, 2026 with a return of +2.3%, while the worst single day was Jun 5, 2026 at -2.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.23%-1.50%-4.97%9.78%5.33%-1.22%7.16%
20254.23%1.26%1.67%2.36%3.09%-0.21%-0.30%12.65%

Benchmark Metrics

Twin Oak Endure ETF has an annualized alpha of -0.93%, beta of 0.89, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since June 03, 2025.

  • This ETF participated in 98.52% of S&P 500 Index downside but only 85.89% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.89 and R2 of 0.89, 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
-0.93%
Beta
0.89
0.89
Upside Capture
85.89%
Downside Capture
98.52%

Expense Ratio

SPYA has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SPYA ranks 45 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.


SPYA Risk / Return Rank: 4545
Overall Rank
SPYA Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
SPYA Sortino Ratio Rank: 4545
Sortino Ratio Rank
SPYA Omega Ratio Rank: 4545
Omega Ratio Rank
SPYA Calmar Ratio Rank: 4040
Calmar Ratio Rank
SPYA Martin Ratio Rank: 4747
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 Twin Oak Endure ETF (SPYA) 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.


SPYABenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.35

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.28

1.35

-0.07

Calmar ratioReturn relative to maximum drawdown

1.97

2.66

-0.69

Martin ratioReturn relative to average drawdown

7.59

11.86

-4.27

Dividends

Dividend History

Twin Oak Endure ETF provided a 0.35% dividend yield over the last twelve months, with an annual payout of $0.11 per share.


0.37%$0.00$0.02$0.04$0.06$0.08$0.102025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.11$0.11

Dividend yield

0.35%0.37%

Monthly Dividends

The table displays the monthly dividend distributions for Twin Oak Endure 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$0.11$0.11

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 Twin Oak Endure 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 Twin Oak Endure ETF was 9.51%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.

The current Twin Oak Endure ETF drawdown is 1.47%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-9.51%Mar 2026
2mo 16d18d
3mo 4dJan 2026 - Apr 2026
2025 pullback2025
-5.26%Nov 2025
22d1mo 17d
2mo 9dOct 2025 - Jan 2026
2026 pullback2026
-4.25%Jun 2026
7d
19d 23hJun 2026 - now
2025 pullback2025
-2.71%Oct 2025
1d14d
15dOct 2025 - Oct 2025
2026 pullback2026
-1.96%May 2026
4d7d
11dMay 2026 - May 2026

Drawdown Indicators


SPYABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-9.51%

-56.78%

+47.27%

Max Drawdown (1Y)

Largest decline over 1 year

-9.51%

-9.10%

-0.41%

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

-1.47%

-2.49%

+1.02%

Average Drawdown

Average peak-to-trough decline

-1.47%

-10.72%

+9.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

2.03%

+0.43%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with SPYA

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