· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $41.69Day −0.85%1Y +24.5%Off 52W high −1.0%Vol (1Y) 10.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,308 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.
MBOX is not in the screener universe.
| YTD+20.5% |
| 1Y+24.5% |
| 3Y+63.4% |
| 5Y+82.0% |
| Since incept. (ann.)+12.1% |
Total return through 2026-07-29 · series begins 2021-05-10. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)10.6% |
| Ann. volatility (3Y)13.4% |
| Sharpe (1Y)2.14 |
| Sharpe (3Y)1.31 |
| Max drawdown (1Y)−5.7% |
| Max drawdown (3Y)−16.4% |
| Beta (3Y vs SPY)0.68 |
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 |
|---|---|---|---|---|
| Freedom Day Solutions, LLC | 3.1M | $114M | — | +0.3% |
| HighTower Advisors, LLC | 18,811 | $686,559 | — | +32.4% |
| MORGAN STANLEY | 10,817 | $394,809 | — | +1081600.0% |
| SAPIENT CAPITAL LLC | 6,377 | $232,731 | — | +0.4% |
| LaSalle St. Investment Advisors, LLC | 6,193 | $226,030 | — | −4.4% |
| Ethos Financial Group, LLC | 6,096 | $222,491 | — | +0.2% |
| Cetera Investment Advisers | 5,932 | $216,502 | — | −1.8% |
| ROYAL BANK OF CANADA | 3,740 | $137,000 | — | −11.4% |
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 MBOX.
