Summary
APCB
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 4.19% Volatility 3.94% Sharpe -0.03
Official loaded data — not a live quote.

ACTIVEPASSIVE CORE BOND ETF

Symbol: APCB

Exchange: NYSE

Sector: Technology

Category: Intermediate Core-Plus Bond

Inception date: 02/05/2023

Latest date: 16/07/2026

Current price: $29.15

Expense ratio: 0.36%

Assets under management
$939.6M
0.14% 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

-0.59%

Ann. -15.62% (Sharpe / Sortino numerator)

Volatility

5.17%

Sharpe ratio

-3.725

VaR 95%

-0.61%

CVaR 95%: -0.67%
Max drawdown: -2.04%
Sortino ratio: -5.438
Calmar ratio: -7.65

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

-0.28%

Ann. -1.89% (Sharpe / Sortino numerator)

Volatility

3.90%

Sharpe ratio

-1.415

VaR 95%

-0.44%

CVaR 95%: -0.56%
Max drawdown: -2.87%
Sortino ratio: -1.840
Calmar ratio: -0.66

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

0.04%

Ann. 0.24% (Sharpe / Sortino numerator)

Volatility

3.38%

Sharpe ratio

-1.003

VaR 95%

-0.41%

CVaR 95%: -0.50%
Max drawdown: -2.87%
Sortino ratio: -1.328
Calmar ratio: 0.09

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

4.19%

Ann. 3.50% (Sharpe / Sortino numerator)

Volatility

3.94%

Sharpe ratio

-0.032

VaR 95%

-0.41%

CVaR 95%: -0.57%
Max drawdown: -2.87%
Sortino ratio: -0.044
Calmar ratio: 1.22

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

7.64%

Ann. 4.55% (Sharpe / Sortino numerator)

Volatility

4.33%

Sharpe ratio

0.213

VaR 95%

-0.43%

CVaR 95%: -0.60%
Max drawdown: -4.23%
Sortino ratio: 0.323
Calmar ratio: 1.08

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

11.77%

Ann. 2.95% (Sharpe / Sortino numerator)

Volatility

4.87%

Sharpe ratio

-0.135

VaR 95%

-0.49%

CVaR 95%: -0.65%
Max drawdown: -6.11%
Sortino ratio: -0.216
Calmar ratio: 0.48

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.

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

0.017%

Best day

0.716%

01/08/2025
Worst day

-0.711%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $29.11 $29.17 $29.11 $29.15 42,100
15/07/2026 $29.15 $29.19 $29.15 $29.19 63,800
14/07/2026 $29.12 $29.14 $29.09 $29.14 79,900
13/07/2026 $29.14 $29.14 $29.07 $29.08 34,300
10/07/2026 $29.20 $29.20 $29.16 $29.17 51,300
09/07/2026 $29.13 $29.20 $29.13 $29.17 67,200
08/07/2026 $29.13 $29.18 $29.09 $29.18 2,631,100
07/07/2026 $29.23 $29.24 $29.19 $29.20 43,400
06/07/2026 $29.30 $29.33 $29.13 $29.33 106,600
02/07/2026 $29.29 $29.36 $29.28 $29.33 42,000