Summary
AOTG
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 21.05% Volatility 28.90% Sharpe 0.58
Official loaded data — not a live quote.

AOT GROWTH AND INNOVATION ETF

Symbol: AOTG

Exchange: NASDAQ

Sector: Technology

Category: Technology

Inception date: 28/06/2022

Latest date: 16/07/2026

Current price: $61.65

Expense ratio: 0.75%

Assets under management
$105.2M
-0.70% 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

-2.22%

Ann. -31.02% (Sharpe / Sortino numerator)

Volatility

30.08%

Sharpe ratio

-1.152

VaR 95%

-2.47%

CVaR 95%: -3.00%
Max drawdown: -10.83%
Sortino ratio: -2.418
Calmar ratio: -2.86

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

13.81%

Ann. -44.31% (Sharpe / Sortino numerator)

Volatility

28.85%

Sharpe ratio

-1.662

VaR 95%

-3.46%

CVaR 95%: -3.80%
Max drawdown: -20.07%
Sortino ratio: -2.524
Calmar ratio: -2.21

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

11.10%

Ann. -23.39% (Sharpe / Sortino numerator)

Volatility

27.00%

Sharpe ratio

-1.001

VaR 95%

-3.44%

CVaR 95%: -3.86%
Max drawdown: -22.85%
Sortino ratio: -1.379
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.

Period total return

21.05%

Ann. 20.35% (Sharpe / Sortino numerator)

Volatility

28.90%

Sharpe ratio

0.578

VaR 95%

-3.03%

CVaR 95%: -4.21%
Max drawdown: -22.85%
Sortino ratio: 0.777
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.

Period total return

51.15%

Ann. 12.62% (Sharpe / Sortino numerator)

Volatility

27.02%

Sharpe ratio

0.333

VaR 95%

-3.03%

CVaR 95%: -4.10%
Max drawdown: -27.41%
Sortino ratio: 0.432
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

86.86%

Ann. 21.71% (Sharpe / Sortino numerator)

Volatility

25.48%

Sharpe ratio

0.710

VaR 95%

-2.75%

CVaR 95%: -3.83%
Max drawdown: -27.41%
Sortino ratio: 0.944
Calmar ratio: 0.79

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

0.09%

Best day

4.525%

15/06/2026
Worst day

-6.07%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $62.09 $62.09 $61.65 $61.65 3,700
15/07/2026 $63.34 $63.73 $63.02 $63.73 800
14/07/2026 $64.00 $64.26 $63.93 $64.26 800
13/07/2026 $63.42 $64.00 $63.23 $63.38 2,800
10/07/2026 $65.58 $65.58 $64.66 $64.99 2,200
09/07/2026 $64.02 $64.80 $64.02 $64.67 1,500
08/07/2026 $61.83 $63.34 $61.83 $63.34 14,000
07/07/2026 $63.59 $63.75 $63.15 $63.23 3,500
06/07/2026 $64.77 $64.77 $64.77 $64.77 900
02/07/2026 $64.89 $65.03 $63.04 $63.04 1,200