Summary
APRW
Prices · period metrics · 12M
NAV as of 01/06/2026
02/04/2025 → 02/04/2026
Return 12.71% 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: 01/06/2026

Current price: $37.06

Expense ratio: 0.74%

Assets under management
$194.1M
-0.01% 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

1.15%

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

5.46%

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

7.19%

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

12.71%

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

21.23%

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

34.91%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.048%

Best day

1.04%

08/04/2026
Worst day

-0.522%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
01/06/2026 $37.06 $37.09 $37.06 $37.06 5,500
29/05/2026 $37.06 $37.09 $37.04 $37.04 3,400
28/05/2026 $37.01 $37.05 $37.01 $37.04 4,300
27/05/2026 $36.97 $37.03 $36.97 $36.98 8,800
26/05/2026 $37.00 $37.00 $36.96 $36.96 2,400
22/05/2026 $36.92 $36.95 $36.90 $36.92 13,100
21/05/2026 $36.81 $36.87 $36.81 $36.87 4,900
20/05/2026 $36.79 $36.86 $36.79 $36.85 16,200
19/05/2026 $36.77 $36.81 $36.77 $36.77 2,500
18/05/2026 $36.83 $36.84 $36.76 $36.84 6,100