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Issuer
Defiance
Inception Date
Mar 4, 2019
Region
North America (United States)
Leveraged
1x (No leverage)
Index Tracked
BlueStar Connective Technologies Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth
Assets Under Management
$1B

Share Price Chart


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Performance

UFOX Performance Chart

Defiance Connective Technologies ETF (UFOX) is up 49.4% since the beginning of the year. UFOX is currently trading at $95 per share. Investors who bought $1,000 worth of UFOX shares 5 years ago would now be looking at an investment worth $2,742.


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S&P 500 Index

Returns By Period

Defiance Connective Technologies ETF (UFOX) has returned 49.43% so far this year and 93.39% over the past 12 months.


Defiance Connective Technologies ETF

1D
1.34%
1M
-4.17%
YTD
49.43%
6M
48.75%
1Y
93.39%
3Y*
42.77%
5Y*
22.35%
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)

UFOX Monthly Returns History

Based on dividend-adjusted daily data since Mar 5, 2019, UFOX's average daily return is +0.09%, while the average monthly return is +1.85%. At this rate, an investment would double in approximately 3.2 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2026 with a return of +23.4%, while the worst month was Sep 2022 at -12.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, UFOX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.6%, while the worst single day was Mar 16, 2020 at -9.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.86%1.68%1.27%23.37%22.01%-7.17%49.43%
20252.90%-3.22%-10.28%-0.22%8.57%14.82%2.81%5.95%7.45%10.02%-4.93%-0.90%34.83%
20241.38%5.20%2.44%-5.89%7.94%5.57%-0.64%2.12%2.51%0.21%6.72%2.91%34.11%
20239.84%-3.23%3.56%-6.53%4.67%5.46%0.38%-2.61%-4.65%-5.94%12.96%8.30%21.83%
2022-8.06%-1.51%-0.34%-10.07%4.41%-10.15%10.79%-5.84%-12.93%5.56%7.71%-7.49%-27.26%
20213.12%-0.29%2.08%2.53%2.08%3.58%1.05%0.47%-5.76%4.32%6.10%4.29%25.68%

Benchmark Metrics

Defiance Connective Technologies ETF has an annualized alpha of 5.53%, beta of 1.13, and R2 of 0.76 versus S&P 500 Index. Calculated based on daily prices since March 05, 2019.

  • This ETF captured 131.16% of S&P 500 Index gains and 105.29% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 5.53% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.13 and R2 of 0.76, 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
5.53%
Beta
1.13
0.76
Upside Capture
131.16%
Downside Capture
105.29%

Expense Ratio

UFOX has an expense ratio of 0.30%, placing it in the medium range.


Return for Risk

Risk / Return Rank

UFOX ranks 92 for risk / return — in the top 92% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


UFOX Risk / Return Rank: 9292
Overall Rank
UFOX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
UFOX Sortino Ratio Rank: 8888
Sortino Ratio Rank
UFOX Omega Ratio Rank: 8787
Omega Ratio Rank
UFOX Calmar Ratio Rank: 9494
Calmar Ratio Rank
UFOX Martin Ratio Rank: 9494
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 Defiance Connective Technologies ETF (UFOX) 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.


UFOXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.37

Sortino ratioReturn per unit of downside risk

+1.19

Omega ratioGain probability vs. loss probability

1.52

1.35

+0.16

Calmar ratioReturn relative to maximum drawdown

6.55

2.66

+3.89

Martin ratioReturn relative to average drawdown

26.11

11.86

+14.25

Dividends

Dividend History

Defiance Connective Technologies ETF provided a 0.39% dividend yield over the last twelve months, with an annual payout of $0.37 per share.


0.60%0.80%1.00%1.20%1.40%1.60%$0.00$0.10$0.20$0.30$0.40$0.502019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.37$0.35$0.38$0.50$0.49$0.49$0.33$0.20

Dividend yield

0.39%0.56%0.79%1.40%1.63%1.17%0.99%0.75%

Monthly Dividends

The table displays the monthly dividend distributions for Defiance Connective Technologies 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$0.10$0.00$0.00$0.00$0.10
2025$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.07$0.00$0.00$0.10$0.35
2024$0.00$0.00$0.08$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.09$0.38
2023$0.00$0.00$0.09$0.00$0.00$0.17$0.00$0.00$0.13$0.00$0.00$0.12$0.50
2022$0.00$0.00$0.09$0.00$0.00$0.16$0.00$0.00$0.10$0.00$0.00$0.13$0.49
2021$0.00$0.00$0.06$0.00$0.00$0.12$0.00$0.00$0.09$0.00$0.00$0.23$0.49

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 Defiance Connective Technologies 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 Defiance Connective Technologies ETF was 33.90%, occurring on Oct 14, 2022. Recovery took 416 trading sessions.

The current Defiance Connective Technologies ETF drawdown is 10.41%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-33.90%Oct 2022
9mo 20d1y 8mo
2y 5moDec 2021 - Jun 2024
COVID crash2020
-29.50%Mar 2020
1mo 9d2mo 12d
3mo 21dFeb 2020 - Jun 2020
2025 selloff2025
-28.14%Apr 2025
2mo 14d2mo 17d
5mo 1dJan 2025 - Jun 2025
2024 correction2024
-15.76%Aug 2024
21d2mo 3d
2mo 24dJul 2024 - Oct 2024
2019 correction2019
-15.31%May 2019
1mo 6d7mo 6d
8mo 12dApr 2019 - Jan 2020

Drawdown Indicators


UFOXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-33.90%

-56.78%

+22.88%

Max Drawdown (1Y)

Largest decline over 1 year

-14.14%

-9.10%

-5.04%

Max Drawdown (3Y)

Largest decline over 3 years

-28.14%

-18.90%

-9.24%

Max Drawdown (5Y)

Largest decline over 5 years

-33.90%

-25.43%

-8.47%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-10.41%

-2.49%

-7.92%

Average Drawdown

Average peak-to-trough decline

-9.02%

-10.72%

+1.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

2.03%

+1.51%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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