· Prices AT CLOSE 2026-07-28 (USD) — end-of-day, never a live or intraday quote
Last $72.93Day −0.18%1Y +9.7%Off 52W high −3.9%Vol (1Y) 14.9%
Daily closing price, split-adjusted to the current basis; 2.8y shown of 4,107 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
No fair-value, short-interest or ownership figures on file for ANWPX.
ANWPX is not in the screener universe.
| YTD+3.3% |
| 1Y+9.7% |
| 3Y+51.3% |
| 5Y+41.7% |
| 10Y+160.5% |
| Since incept. (ann.)+9.6% |
Total return through 2026-07-28 · series begins 2010-01-04. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)14.9% |
| Ann. volatility (3Y)16.0% |
| Sharpe (1Y)0.74 |
| Sharpe (3Y)1.05 |
| Max drawdown (1Y)−11.5% |
| Max drawdown (3Y)−17.9% |
| Beta (3Y vs SPY)0.92 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | 9,416 | $629,669 | — | +0.0% |
| Ethos Financial Group, LLC | 6,997 | $467,895 | — | −1.5% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 6,044 | $404,153 | — | +0.0% |
| Private Capital Advisors, Inc. | 5,028 | $336,222 | — | −0.0% |
| NEVILLE RODIE & SHAW INC | 3,553 | $238,000 | — | +0.0% |
| Fulton Bank, N.A. | 3,262 | $218,183 | — | +0.0% |
| Westside Investment Management, Inc. | 3,166 | $213,654 | — | +0.0% |
| Coston, McIsaac & Partners | 2,469 | $165,000 | — | +0.0% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for ANWPX.
