· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $55.26Day +0.65%1Y −98.8%Off 52W high −99.1%Vol (1Y) 101.3%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,277 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 cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
CALF is not in the screener universe.
| YTD−98.9% |
| 1Y−98.8% |
| 3Y−98.9% |
| 5Y−98.9% |
| Since incept. (ann.)−35.0% |
Price return through 2026-07-29 · series begins 2017-06-19. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)101.3% |
| Ann. volatility (3Y)61.2% |
| Sharpe (1Y)−0.70 |
| Sharpe (3Y)−0.38 |
| Max drawdown (1Y)−99.1% |
| Max drawdown (3Y)−99.1% |
| Beta (3Y vs SPY)1.67 |
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 11.0M | $494M | — | −7.3% |
| MORGAN STANLEY | 4.2M | $187M | — | −13.2% |
| LPL Financial LLC | 3.1M | $141M | — | −12.0% |
| Cetera Investment Advisers | 1.8M | $82M | — | −4.4% |
| RAYMOND JAMES FINANCIAL INC | 1.6M | $73M | — | −29.3% |
| WELLS FARGO & COMPANY/MN | 1.6M | $71M | — | −29.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.3M | $59M | — | −17.9% |
| UBS Group AG | 1.1M | $51M | — | −5.8% |
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 CALF.
