Summary
APCB
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.72% 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: 02/06/2026

Current price: $29.35

Expense ratio: 0.36%

Assets under management
$919.0M
-0.03% 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

0.14%

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

-1.14%

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

0.32%

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

4.72%

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

8.52%

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

10.82%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.019%

Best day

0.716%

01/08/2025
Worst day

-0.71%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $29.36 $29.36 $29.33 $29.35 43,500
01/06/2026 $29.24 $29.37 $29.23 $29.33 59,900
29/05/2026 $29.42 $29.47 $29.42 $29.43 45,600
28/05/2026 $29.33 $29.41 $29.33 $29.39 30,500
27/05/2026 $29.37 $29.37 $29.34 $29.36 30,500
26/05/2026 $29.32 $29.34 $29.29 $29.32 71,000
22/05/2026 $29.26 $29.26 $29.16 $29.24 83,000
21/05/2026 $29.13 $29.23 $29.12 $29.22 50,300
20/05/2026 $29.05 $29.21 $29.05 $29.20 93,100
19/05/2026 $29.04 $29.08 $29.00 $29.04 70,400