MRBL Enhanced Equity ETF (EDGE) Performance
EDGE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.9% since Dec 31, 2025
- 1 year
- +18.1% total return
- Since first price
- +28.9% since 2025
EDGE trailing returns vs SPY, QQQ, AGG
| Period | EDGE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −0.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.6% | +4.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +9.2% | +9.2% | +7.8% | +8.4% | −1.5% |
| YTD | +13.9% | +13.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.1% | +18.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 22, 2025 | +28.9% | +28.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EDGE vs SPY
From Jan 22, 2025: EDGE grew to $12,889, SPY to $12,778.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EDGE returns by calendar year
2026 is year to date.
EDGE annual returns table
| Year | EDGE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.9% | −9.0% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EDGE largest drawdowns
Now 2.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −20.7% | Apr 8, 2025 | Jul 23, 2025 | 48 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EDGE risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +16.9% |
| Volatility (annualized) | 11.6% |
| Sharpe ratio | 1.08 |
| Sortino ratio | 1.89 |
| Best month | +9.7% |
| Worst month | −6.3% |
| Best 12 months | +30.1% |
| Worst 12 months | +15.2% |
| Positive months | 70% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EDGE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 10 | +15.2% | +21.5% | +30.1% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
EDGE performance overview
MRBL Enhanced Equity ETF (EDGE) returned +18.1% over the past year, with distributions reinvested. Since its first recorded price on Jan 22, 2025 it has returned +28.9%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −20.7%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 11.6% a year.
Related: EDGE chart. See the EDGE overview for the latest quote and fund facts.
EDGE performance FAQ
What is the EDGE return over the past year?
EDGE returned +18.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 18.1%.
How much would $10,000 invested in EDGE be worth?
$10,000 invested in EDGE at its first recorded close on January 22, 2025 would be worth about $12,889 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of EDGE?
The largest peak-to-trough decline was −20.7% between February 19, 2025 and April 8, 2025. It recovered to the old high on July 23, 2025, 3 months after the bottom.
How volatile is EDGE?
Over the past history EDGE had an annualized volatility of 11.6% and a Sharpe ratio of 1.08 (excess return over 1–3 month T-bills per unit of risk).