Summary
AIEQ
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 24.38% Volatility 21.33% Sharpe 0.54
Official loaded data — not a live quote.

AI Powered Equity ETF

Symbol: AIEQ

Exchange: NYSE ARCA

Sector: Technology

Category: Mid-Cap Blend

Inception date: 17/10/2017

Latest date: 02/06/2026

Current price: $50.19

Expense ratio: 0.75%

Assets under management
$119.4M
-0.04% 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

5.81%

Ann. -39.25% (Sharpe / Sortino numerator)

Volatility

18.08%

Sharpe ratio

-2.371

VaR 95%

-1.71%

CVaR 95%: -1.84%
Max drawdown: -7.59%
Sortino ratio: -4.317
Calmar ratio: -5.17

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

9.99%

Ann. -12.87% (Sharpe / Sortino numerator)

Volatility

14.90%

Sharpe ratio

-1.108

VaR 95%

-1.57%

CVaR 95%: -1.87%
Max drawdown: -9.11%
Sortino ratio: -1.647
Calmar ratio: -1.41

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

11.82%

Ann. -5.27% (Sharpe / Sortino numerator)

Volatility

13.85%

Sharpe ratio

-0.642

VaR 95%

-1.57%

CVaR 95%: -1.92%
Max drawdown: -9.11%
Sortino ratio: -0.848
Calmar ratio: -0.58

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

24.38%

Ann. 15.15% (Sharpe / Sortino numerator)

Volatility

21.33%

Sharpe ratio

0.540

VaR 95%

-1.56%

CVaR 95%: -3.00%
Max drawdown: -9.11%
Sortino ratio: 0.650
Calmar ratio: 1.66

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

44.92%

Ann. 11.15% (Sharpe / Sortino numerator)

Volatility

19.92%

Sharpe ratio

0.377

VaR 95%

-1.77%

CVaR 95%: -2.99%
Max drawdown: -24.19%
Sortino ratio: 0.470
Calmar ratio: 0.46

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

69.16%

Ann. 15.20% (Sharpe / Sortino numerator)

Volatility

19.66%

Sharpe ratio

0.589

VaR 95%

-1.79%

CVaR 95%: -2.75%
Max drawdown: -24.19%
Sortino ratio: 0.815
Calmar ratio: 0.63

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

0.09%

Best day

2.826%

31/03/2026
Worst day

-2.482%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $50.21 $50.31 $50.10 $50.19 4,400
01/06/2026 $49.97 $50.29 $49.97 $50.20 4,600
29/05/2026 $50.17 $50.22 $50.04 $50.10 3,600
28/05/2026 $49.59 $50.03 $49.59 $49.96 7,700
27/05/2026 $49.70 $49.88 $49.52 $49.62 4,400
26/05/2026 $49.50 $49.92 $49.50 $49.63 6,600
22/05/2026 $49.32 $49.57 $49.23 $49.33 3,600
21/05/2026 $48.87 $49.12 $48.61 $49.02 7,200
20/05/2026 $48.54 $48.87 $48.28 $48.79 6,200
19/05/2026 $48.44 $48.67 $48.27 $48.27 5,600