Summary
AAAA
Prices · period metrics · 12M
NAV as of 02/06/2026
16/07/2025 → 28/05/2026
Return 24.20% 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: 02/06/2026

Current price: $30.87

Expense ratio: 0.49%

Assets under management
$267.4M
0.00% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

5.70%

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

10.53%

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

13.53%

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

24.20%

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 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.101%

Best day

2.731%

31/03/2026
Worst day

-2.31%

10/10/2025
Days with data

221

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $30.87 $30.87 $30.87 $30.87 100
01/06/2026 $30.59 $30.74 $30.51 $30.74 10,600
29/05/2026 $30.71 $30.71 $30.62 $30.66 5,500
28/05/2026 $30.35 $30.61 $30.35 $30.61 5,900
27/05/2026 $30.48 $30.52 $30.46 $30.50 20,700
26/05/2026 $30.51 $30.56 $30.46 $30.54 4,800
22/05/2026 $30.26 $30.26 $30.19 $30.19 1,800
21/05/2026 $30.00 $30.13 $29.92 $30.12 4,700
20/05/2026 $29.79 $30.05 $29.79 $30.05 300
19/05/2026 $29.68 $29.78 $29.60 $29.69 1,700