Summary
AIUP
Prices · period metrics · 1M
NAV as of 16/07/2026
28/04/2026 → 28/05/2026
Return 3.00% Volatility 16.19% Sharpe 2.39
Official loaded data — not a live quote.

FINQ FIRST U.S. LARGE CAP AI-MANAGED EQUITY ETF

Symbol: AIUP

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 05/02/2026

Latest date: 16/07/2026

Current price: $28.18

Expense ratio: 0.70%

Assets under management
$4.0M
-0.60% 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

3.00%

Ann. 42.31% (Sharpe / Sortino numerator)

Volatility

16.19%

Sharpe ratio

2.390

VaR 95%

-1.26%

CVaR 95%: -1.65%
Max drawdown: -2.38%
Sortino ratio: 4.330
Calmar ratio: 17.75

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

5.23%

Ann. 65.28% (Sharpe / Sortino numerator)

Volatility

22.67%

Sharpe ratio

2.720

VaR 95%

-2.04%

CVaR 95%: -2.86%
Max drawdown: -11.29%
Sortino ratio: 3.993
Calmar ratio: 5.78

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

14.83%

Ann. 35.37% (Sharpe / Sortino numerator)

Volatility

24.28%

Sharpe ratio

1.309

VaR 95%

-2.64%

CVaR 95%: -3.21%
Max drawdown: -11.29%
Sortino ratio: 1.979
Calmar ratio: 3.13

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 16/06/2026 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.159%

Best day

2.789%

01/07/2026
Worst day

-3.107%

17/06/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $28.35 $28.41 $28.16 $28.18 1,300
15/07/2026 $28.41 $28.44 $28.40 $28.43 800
14/07/2026 $27.78 $27.97 $27.70 $27.97 1,000
13/07/2026 $28.12 $28.24 $27.75 $27.75 1,900
10/07/2026 $28.28 $28.31 $28.08 $28.08 400
09/07/2026 $27.84 $27.84 $27.84 $27.84 100
08/07/2026 $27.54 $27.59 $27.54 $27.59 300
07/07/2026 $27.75 $27.79 $27.75 $27.79 500
06/07/2026 $27.64 $27.64 $27.64 $27.64 200
02/07/2026 $27.61 $27.61 $27.54 $27.54 700