Summary
ACIO
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 16.87% Volatility 11.14% Sharpe 0.44
Official loaded data — not a live quote.

APTUS COLLARED INVESTMENT OPPORTUNITY ETF

Symbol: ACIO

Exchange: BATS

Sector: Technology

Category: Equity Hedged

Inception date: 09/07/2019

Latest date: 02/06/2026

Current price: $47.04

Expense ratio: 0.79%

Assets under management
$2.3B
0.19% 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

4.09%

Ann. -29.00% (Sharpe / Sortino numerator)

Volatility

11.53%

Sharpe ratio

-2.831

VaR 95%

-1.04%

CVaR 95%: -1.16%
Max drawdown: -5.29%
Sortino ratio: -5.015
Calmar ratio: -5.48

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.

Period total return

8.21%

Ann. -13.48% (Sharpe / Sortino numerator)

Volatility

9.11%

Sharpe ratio

-1.878

VaR 95%

-1.01%

CVaR 95%: -1.18%
Max drawdown: -6.75%
Sortino ratio: -2.778
Calmar ratio: -2.00

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

7.09%

Ann. -6.09% (Sharpe / Sortino numerator)

Volatility

9.16%

Sharpe ratio

-1.062

VaR 95%

-1.00%

CVaR 95%: -1.25%
Max drawdown: -7.36%
Sortino ratio: -1.488
Calmar ratio: -0.83

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

16.87%

Ann. 8.58% (Sharpe / Sortino numerator)

Volatility

11.14%

Sharpe ratio

0.445

VaR 95%

-1.03%

CVaR 95%: -1.61%
Max drawdown: -7.36%
Sortino ratio: 0.570
Calmar ratio: 1.17

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

30.33%

Ann. 9.04% (Sharpe / Sortino numerator)

Volatility

10.66%

Sharpe ratio

0.508

VaR 95%

-1.05%

CVaR 95%: -1.56%
Max drawdown: -12.12%
Sortino ratio: 0.671
Calmar ratio: 0.75

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

56.58%

Ann. 12.40% (Sharpe / Sortino numerator)

Volatility

9.90%

Sharpe ratio

0.886

VaR 95%

-0.97%

CVaR 95%: -1.40%
Max drawdown: -12.12%
Sortino ratio: 1.230
Calmar ratio: 1.02

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.063%

Best day

1.845%

31/03/2026
Worst day

-1.613%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $46.95 $47.11 $46.95 $47.04 197,700
01/06/2026 $47.00 $47.14 $46.91 $47.08 58,800
29/05/2026 $46.96 $47.04 $46.91 $47.00 99,000
28/05/2026 $46.68 $46.90 $46.63 $46.85 55,500
27/05/2026 $46.61 $46.70 $46.52 $46.67 59,500
26/05/2026 $46.69 $46.77 $46.56 $46.66 59,900
22/05/2026 $46.59 $46.59 $46.39 $46.48 49,800
21/05/2026 $46.18 $46.44 $46.08 $46.38 87,200
20/05/2026 $46.04 $46.30 $45.99 $46.28 92,400
19/05/2026 $46.02 $46.13 $45.82 $45.96 62,200