Summary
APIE
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 20.96% Volatility 18.83% Sharpe 1.00
Official loaded data — not a live quote.

ACTIVEPASSIVE INTERNATIONAL EQUITY ETF

Symbol: APIE

Exchange: NYSE

Sector: Technology

Category: Foreign Large Blend

Inception date: 02/05/2023

Latest date: 16/07/2026

Current price: $38.49

Expense ratio: 0.45%

Assets under management
$1.1B
0.97% 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

-0.54%

Ann. -48.78% (Sharpe / Sortino numerator)

Volatility

26.25%

Sharpe ratio

-1.996

VaR 95%

-2.62%

CVaR 95%: -2.64%
Max drawdown: -7.70%
Sortino ratio: -3.156
Calmar ratio: -6.33

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

2.29%

Ann. -6.08% (Sharpe / Sortino numerator)

Volatility

19.61%

Sharpe ratio

-0.495

VaR 95%

-2.40%

CVaR 95%: -2.57%
Max drawdown: -12.41%
Sortino ratio: -0.748
Calmar ratio: -0.49

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

3.89%

Ann. 4.97% (Sharpe / Sortino numerator)

Volatility

16.98%

Sharpe ratio

0.079

VaR 95%

-1.98%

CVaR 95%: -2.49%
Max drawdown: -12.41%
Sortino ratio: 0.117
Calmar ratio: 0.40

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

20.96%

Ann. 22.39% (Sharpe / Sortino numerator)

Volatility

18.83%

Sharpe ratio

0.996

VaR 95%

-1.57%

CVaR 95%: -2.74%
Max drawdown: -12.41%
Sortino ratio: 1.282
Calmar ratio: 1.80

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

38.33%

Ann. 15.85% (Sharpe / Sortino numerator)

Volatility

17.23%

Sharpe ratio

0.709

VaR 95%

-1.67%

CVaR 95%: -2.43%
Max drawdown: -15.94%
Sortino ratio: 0.966
Calmar ratio: 0.99

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

58.29%

Ann. 17.25% (Sharpe / Sortino numerator)

Volatility

16.97%

Sharpe ratio

0.804

VaR 95%

-1.67%

CVaR 95%: -2.31%
Max drawdown: -15.94%
Sortino ratio: 1.167
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.

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

0.081%

Best day

4.239%

08/04/2026
Worst day

-2.84%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $38.12 $38.82 $38.12 $38.49 66,000
15/07/2026 $38.70 $38.75 $38.47 $38.73 49,100
14/07/2026 $38.67 $38.69 $38.43 $38.55 46,500
13/07/2026 $38.21 $38.60 $37.74 $38.41 46,800
10/07/2026 $38.43 $38.94 $38.43 $38.86 57,600
09/07/2026 $38.30 $39.45 $38.30 $38.84 127,100
08/07/2026 $38.41 $39.30 $38.34 $38.78 1,585,400
07/07/2026 $38.64 $38.81 $38.44 $38.57 35,500
06/07/2026 $38.50 $39.15 $38.50 $39.10 30,000
02/07/2026 $38.93 $38.98 $38.25 $38.53 32,600