Summary
DUBS
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 32.03% Volatility 18.42% Sharpe 0.82
Official loaded data — not a live quote.

APTUS LARGE CAP ENHANCED YIELD ETF

Symbol: DUBS

Exchange: BATS

Sector: Technology

Category: Large Blend

Inception date: 13/06/2023

Latest date: 03/06/2026

Current price: $42.19

Expense ratio: 0.41%

Assets under management
$352.9M
-0.39% 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

5.44%

Ann. -37.98% (Sharpe / Sortino numerator)

Volatility

20.22%

Sharpe ratio

-2.058

VaR 95%

-1.76%

CVaR 95%: -1.83%
Max drawdown: -7.30%
Sortino ratio: -3.751
Calmar ratio: -5.20

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

12.77%

Ann. -13.29% (Sharpe / Sortino numerator)

Volatility

15.87%

Sharpe ratio

-1.067

VaR 95%

-1.68%

CVaR 95%: -1.97%
Max drawdown: -8.81%
Sortino ratio: -1.595
Calmar ratio: -1.51

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

12.79%

Ann. -0.63% (Sharpe / Sortino numerator)

Volatility

14.88%

Sharpe ratio

-0.287

VaR 95%

-1.57%

CVaR 95%: -2.09%
Max drawdown: -8.81%
Sortino ratio: -0.384
Calmar ratio: -0.07

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

32.03%

Ann. 18.64% (Sharpe / Sortino numerator)

Volatility

18.42%

Sharpe ratio

0.815

VaR 95%

-1.59%

CVaR 95%: -2.74%
Max drawdown: -8.81%
Sortino ratio: 0.996
Calmar ratio: 2.12

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

49.08%

Ann. 14.30% (Sharpe / Sortino numerator)

Volatility

16.08%

Sharpe ratio

0.664

VaR 95%

-1.58%

CVaR 95%: -2.41%
Max drawdown: -18.48%
Sortino ratio: 0.818
Calmar ratio: 0.77

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

79.16%

Ann. 21.16% (Sharpe / Sortino numerator)

Volatility

14.82%

Sharpe ratio

1.186

VaR 95%

-1.45%

CVaR 95%: -2.15%
Max drawdown: -18.48%
Sortino ratio: 1.510
Calmar ratio: 1.15

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.114%

Best day

3.055%

31/03/2026
Worst day

-3.284%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $42.35 $42.35 $42.10 $42.19 13,700
02/06/2026 $42.36 $42.48 $42.33 $42.41 20,400
01/06/2026 $42.28 $42.46 $42.21 $42.39 12,200
29/05/2026 $42.33 $42.33 $42.19 $42.28 67,900
28/05/2026 $41.87 $43.20 $41.87 $42.19 18,100
27/05/2026 $41.93 $41.97 $41.83 $41.92 19,900
26/05/2026 $41.80 $42.02 $41.80 $41.89 10,900
22/05/2026 $41.66 $41.79 $41.55 $41.64 9,500
21/05/2026 $41.27 $41.52 $41.08 $41.50 29,600
20/05/2026 $41.03 $41.52 $41.02 $41.35 18,200