· Prices AT CLOSE 2026-07-27 (USD) — end-of-day, never a live or intraday quote
Last $104.76Day +0.48%1Y +2.2%Off 52W high −2.9%Vol (1Y) 3.8%
Daily closing price, split-adjusted to the current basis; 1.4y shown of 353 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover10.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BOXA is not in the screener universe.
| YTD−0.5% |
| 1Y+2.2% |
| Since incept. (ann.)+2.9% |
Total return through 2026-07-27 · series begins 2024-12-18. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)3.8% |
| Ann. volatility (3Y)4.3% |
| Sharpe (1Y)0.61 |
| Sharpe (3Y)0.80 |
| Max drawdown (1Y)−3.2% |
| Max drawdown (3Y)−3.2% |
| Beta (3Y vs SPY)0.02 |
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 |
|---|---|---|---|---|
| RHS Financial, LLC | 10,657 | $1M | — | +8.3% |
| Kestra Advisory Services, LLC | 9,772 | $1M | — | +2861.2% |
| CWM, LLC | 6,964 | $732,640 | — | +468.5% |
| Empirical Finance, LLC | 5,000 | $526,002 | — | new |
| E6 Portfolios, LLC | 4,392 | $462,063 | — | −5.7% |
| HARBOUR INVESTMENTS, INC. | 3,330 | $350,317 | — | +1076.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,350 | $247,220 | — | new |
| World Investment Advisors | 2,300 | $241,961 | — | new |
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 BOXA.
