Summary
AAAA
Prices · period metrics · 12M
NAV as of 16/07/2026
16/07/2025 → 28/05/2026
Return 21.98% Volatility 11.31% Sharpe 2.09
Official loaded data — not a live quote.

AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF

Symbol: AAAA

Exchange: BATS

Sector: Technology

Category: Aggressive Allocation

Inception date: 15/07/2025

Latest date: 16/07/2026

Current price: $30.17

Expense ratio: 0.49%

Assets under management
$292.8M
-0.03% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.71%

Ann. 89.84% (Sharpe / Sortino numerator)

Volatility

12.14%

Sharpe ratio

7.103

VaR 95%

-0.65%

CVaR 95%: -0.99%
Max drawdown: -2.00%
Sortino ratio: 14.271
Calmar ratio: 44.91

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.97%

Ann. 45.16% (Sharpe / Sortino numerator)

Volatility

14.72%

Sharpe ratio

2.821

VaR 95%

-1.41%

CVaR 95%: -1.54%
Max drawdown: -6.77%
Sortino ratio: 5.215
Calmar ratio: 6.67

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.13%

Ann. 27.18% (Sharpe / Sortino numerator)

Volatility

12.23%

Sharpe ratio

1.926

VaR 95%

-1.31%

CVaR 95%: -1.50%
Max drawdown: -7.83%
Sortino ratio: 3.182
Calmar ratio: 3.47

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.98%

Ann. 27.23% (Sharpe / Sortino numerator)

Volatility

11.31%

Sharpe ratio

2.086

VaR 95%

-1.25%

CVaR 95%: -1.55%
Max drawdown: -7.83%
Sortino ratio: 3.096
Calmar ratio: 3.48

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.082%

Best day

2.731%

31/03/2026
Worst day

-2.624%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $30.18 $30.18 $30.17 $30.17 300
15/07/2026 $30.36 $30.38 $30.24 $30.38 17,900
14/07/2026 $30.32 $30.36 $30.29 $30.32 10,600
13/07/2026 $30.42 $30.42 $30.15 $30.15 1,000
10/07/2026 $30.37 $30.44 $30.36 $30.44 4,300
09/07/2026 $30.24 $30.33 $30.24 $30.33 2,600
08/07/2026 $29.99 $30.13 $29.92 $30.13 6,800
07/07/2026 $30.25 $30.25 $30.16 $30.20 6,900
06/07/2026 $30.28 $30.47 $30.28 $30.46 10,500
02/07/2026 $30.44 $30.44 $30.07 $30.18 5,500