Summary
AMAX
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 4.49% Volatility 11.34% Sharpe 0.88
Official loaded data — not a live quote.

ADAPTIVE HEDGED MULTI-ASSET INCOME ETF

Symbol: AMAX

Exchange: NYSE

Sector: Technology

Category: Nontraditional Bond

Inception date: 02/10/2009

Latest date: 16/07/2026

Current price: $7.49

Expense ratio: 1.36%

Assets under management
$64.8M
0.00% 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

-2.62%

Ann. -45.35% (Sharpe / Sortino numerator)

Volatility

14.09%

Sharpe ratio

-3.476

VaR 95%

-1.62%

CVaR 95%: -1.68%
Max drawdown: -6.20%
Sortino ratio: -6.439
Calmar ratio: -7.31

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

-3.04%

Ann. 1.88% (Sharpe / Sortino numerator)

Volatility

13.38%

Sharpe ratio

-0.131

VaR 95%

-1.63%

CVaR 95%: -1.86%
Max drawdown: -8.45%
Sortino ratio: -0.185
Calmar ratio: 0.22

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

-2.04%

Ann. -4.28% (Sharpe / Sortino numerator)

Volatility

11.54%

Sharpe ratio

-0.686

VaR 95%

-1.10%

CVaR 95%: -1.63%
Max drawdown: -8.45%
Sortino ratio: -1.001
Calmar ratio: -0.51

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

4.49%

Ann. 13.55% (Sharpe / Sortino numerator)

Volatility

11.34%

Sharpe ratio

0.875

VaR 95%

-1.08%

CVaR 95%: -1.69%
Max drawdown: -8.45%
Sortino ratio: 1.151
Calmar ratio: 1.60

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

12.20%

Ann. 7.18% (Sharpe / Sortino numerator)

Volatility

10.78%

Sharpe ratio

0.329

VaR 95%

-1.12%

CVaR 95%: -1.61%
Max drawdown: -9.27%
Sortino ratio: 0.442
Calmar ratio: 0.77

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

24.03%

Ann. 8.28% (Sharpe / Sortino numerator)

Volatility

9.85%

Sharpe ratio

0.472

VaR 95%

-1.01%

CVaR 95%: -1.48%
Max drawdown: -9.27%
Sortino ratio: 0.631
Calmar ratio: 0.89

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

0.02%

Best day

1.645%

22/04/2026
Worst day

-2.303%

30/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $7.49 $7.51 $7.44 $7.49 26,600
15/07/2026 $7.46 $7.53 $7.46 $7.50 15,600
14/07/2026 $7.47 $7.53 $7.47 $7.52 10,700
13/07/2026 $7.48 $7.50 $7.46 $7.48 28,500
10/07/2026 $7.49 $7.54 $7.47 $7.51 21,100
09/07/2026 $7.50 $7.52 $7.46 $7.50 27,600
08/07/2026 $7.50 $7.51 $7.42 $7.46 39,200
07/07/2026 $7.53 $7.53 $7.44 $7.52 49,600
06/07/2026 $7.50 $7.55 $7.45 $7.51 24,400
02/07/2026 $7.50 $7.50 $7.39 $7.50 9,300