Summary
AQEC
Prices · period metrics · 1M
NAV as of 16/07/2026
30/03/2026 → 30/04/2026
Return 4.74% Volatility 13.30% Sharpe 4.86
Official loaded data — not a live quote.

AQE CORE ETF

Symbol: AQEC

Exchange: BATS

Sector: Healthcare

Category: Large Blend

Inception date: 17/11/2025

Latest date: 16/07/2026

Current price: $25.27

Expense ratio: 0.49%

Assets under management
$574.5M
1.00% 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

4.74%

Ann. 68.18% (Sharpe / Sortino numerator)

Volatility

13.30%

Sharpe ratio

4.856

VaR 95%

-0.96%

CVaR 95%: -1.05%
Max drawdown: -2.85%
Sortino ratio: 11.029
Calmar ratio: 23.94

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

3.35%

Ann. -24.19% (Sharpe / Sortino numerator)

Volatility

14.50%

Sharpe ratio

-1.917

VaR 95%

-1.43%

CVaR 95%: -1.91%
Max drawdown: -12.00%
Sortino ratio: -2.990
Calmar ratio: -2.02

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

-3.51%

Ann. -3.81% (Sharpe / Sortino numerator)

Volatility

12.28%

Sharpe ratio

-0.602

VaR 95%

-1.42%

CVaR 95%: -1.76%
Max drawdown: -12.80%
Sortino ratio: -0.867
Calmar ratio: -0.30

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 16/06/2026 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.24%

Best day

2.882%

02/07/2026
Worst day

-1.816%

17/06/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $25.02 $25.27 $25.02 $25.27 8,300
15/07/2026 $24.72 $24.85 $24.72 $24.72 13,300
14/07/2026 $24.59 $24.59 $24.49 $24.49 1,000
13/07/2026 $24.82 $24.85 $24.78 $24.83 10,700
10/07/2026 $24.74 $24.74 $24.64 $24.70 4,400
09/07/2026 $24.52 $24.64 $24.52 $24.64 7,100
08/07/2026 $24.66 $24.73 $24.63 $24.64 9,700
07/07/2026 $25.18 $25.18 $24.99 $24.99 46,900
06/07/2026 $24.66 $24.81 $24.66 $24.80 9,600
02/07/2026 $24.60 $24.92 $24.60 $24.92 4,900