Summary
APIE
Prices · period metrics · 12M
NAV as of 01/06/2026
02/04/2025 → 02/04/2026
Return 22.94% 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: 01/06/2026

Current price: $38.41

Expense ratio: 0.45%

Assets under management
$1.0B
0.37% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

2.09%

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

1.56%

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

10.86%

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

22.94%

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

42.74%

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

66.68%

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: 02/06/2025 - 01/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.088%

Best day

4.239%

08/04/2026
Worst day

-2.84%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
01/06/2026 $38.27 $38.81 $38.23 $38.41 65,200
29/05/2026 $38.44 $38.56 $38.28 $38.28 28,400
28/05/2026 $37.89 $38.49 $37.89 $38.45 25,900
27/05/2026 $38.38 $38.50 $38.26 $38.49 56,300
26/05/2026 $38.35 $38.50 $38.24 $38.47 80,800
22/05/2026 $37.67 $38.34 $37.67 $37.84 62,100
21/05/2026 $37.70 $38.19 $37.57 $38.05 65,700
20/05/2026 $37.39 $38.00 $37.39 $37.87 73,000
19/05/2026 $37.59 $37.59 $37.20 $37.38 44,200
18/05/2026 $37.40 $37.59 $37.27 $37.44 68,400