Summary
APRW
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 11.26% Volatility 6.91% Sharpe 0.97
Official loaded data — not a live quote.

ALLIANZIM U.S. EQUITY BUFFER20 APR ETF

Symbol: APRW

Exchange: NYSE ARCA

Sector: Technology

Category: Defined Outcome

Inception date: 28/05/2020

Latest date: 16/07/2026

Current price: $37.25

Expense ratio: 0.74%

Assets under management
$198.7M
0.00% 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

0.43%

Ann. 13.03% (Sharpe / Sortino numerator)

Volatility

2.59%

Sharpe ratio

3.634

VaR 95%

-0.20%

CVaR 95%: -0.22%
Max drawdown: -0.30%
Sortino ratio: 8.641
Calmar ratio: 44.06

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

2.49%

Ann. 8.03% (Sharpe / Sortino numerator)

Volatility

2.15%

Sharpe ratio

2.044

VaR 95%

-0.21%

CVaR 95%: -0.23%
Max drawdown: -0.41%
Sortino ratio: 3.999
Calmar ratio: 19.64

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

6.47%

Ann. 7.90% (Sharpe / Sortino numerator)

Volatility

2.31%

Sharpe ratio

1.846

VaR 95%

-0.21%

CVaR 95%: -0.29%
Max drawdown: -0.75%
Sortino ratio: 2.780
Calmar ratio: 10.51

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

11.26%

Ann. 10.33% (Sharpe / Sortino numerator)

Volatility

6.91%

Sharpe ratio

0.970

VaR 95%

-0.26%

CVaR 95%: -0.95%
Max drawdown: -3.80%
Sortino ratio: 0.984
Calmar ratio: 2.72

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

17.76%

Ann. 8.58% (Sharpe / Sortino numerator)

Volatility

7.26%

Sharpe ratio

0.682

VaR 95%

-0.61%

CVaR 95%: -1.17%
Max drawdown: -9.61%
Sortino ratio: 0.734
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

31.42%

Ann. 9.60% (Sharpe / Sortino numerator)

Volatility

6.48%

Sharpe ratio

0.920

VaR 95%

-0.55%

CVaR 95%: -1.00%
Max drawdown: -9.61%
Sortino ratio: 1.041
Calmar ratio: 1.00

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

0.043%

Best day

1.04%

08/04/2026
Worst day

-0.545%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $37.25 $37.30 $37.23 $37.25 24,200
15/07/2026 $37.30 $37.30 $37.25 $37.28 22,000
14/07/2026 $37.27 $37.27 $37.24 $37.25 175,200
13/07/2026 $37.25 $37.25 $37.18 $37.19 13,300
10/07/2026 $37.21 $37.27 $37.21 $37.26 69,500
09/07/2026 $37.16 $37.25 $37.16 $37.24 65,000
08/07/2026 $37.12 $37.14 $37.09 $37.13 13,400
07/07/2026 $37.13 $37.17 $37.11 $37.12 4,900
06/07/2026 $37.18 $37.19 $37.15 $37.17 64,900
02/07/2026 $37.18 $37.18 $37.05 $37.12 199,600