Summary
ESBG
Prices · period metrics · 1M
NAV as of 16/07/2026
30/03/2026 → 30/04/2026
Return -5.88% Volatility 23.56% Sharpe 7.21
Official loaded data — not a live quote.

First Trust Enhanced Stocks Bonds & Gold ETF

Symbol: ESBG

Exchange: NYSE

Sector: Technology

Category: Multi-Asset Overlay

Inception date: 19/11/2025

Latest date: 16/07/2026

Current price: $20.37

Expense ratio: 0.95%

Assets under management
$2.3M
-0.30% 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

-5.88%

Ann. 173.44% (Sharpe / Sortino numerator)

Volatility

23.56%

Sharpe ratio

7.207

VaR 95%

-1.67%

CVaR 95%: -2.07%
Max drawdown: -4.86%
Sortino ratio: 14.050
Calmar ratio: 35.71

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

-9.20%

Ann. -14.16% (Sharpe / Sortino numerator)

Volatility

27.57%

Sharpe ratio

-0.644

VaR 95%

-3.38%

CVaR 95%: -3.46%
Max drawdown: -17.39%
Sortino ratio: -0.955
Calmar ratio: -0.81

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

-7.62%

Ann. 34.04% (Sharpe / Sortino numerator)

Volatility

26.68%

Sharpe ratio

1.142

VaR 95%

-3.23%

CVaR 95%: -4.09%
Max drawdown: -18.84%
Sortino ratio: 1.353
Calmar ratio: 1.81

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

-0.295%

Best day

1.434%

02/07/2026
Worst day

-2.786%

17/06/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $20.43 $20.43 $20.37 $20.37 100
15/07/2026 $20.71 $20.71 $20.71 $20.71 100
14/07/2026 $20.65 $20.65 $20.65 $20.65 100
13/07/2026 $20.41 $20.41 $20.41 $20.41 100
10/07/2026 $20.90 $20.90 $20.90 $20.90 300
09/07/2026 $20.96 $20.96 $20.89 $20.89 400
08/07/2026 $20.63 $20.65 $20.63 $20.65 1,200
07/07/2026 $20.84 $20.84 $20.84 $20.84 200
06/07/2026 $21.07 $21.07 $21.07 $21.07 100
02/07/2026 $20.87 $20.87 $20.86 $20.86 1,800