Summary
FEBT
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 20.33% Volatility 12.55% Sharpe 0.88
Official loaded data — not a live quote.

ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF

Symbol: FEBT

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 01/02/2023

Latest date: 03/06/2026

Current price: $41.11

Expense ratio: 0.74%

Assets under management
$103.1M
-0.51% 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

2.78%

Ann. -25.14% (Sharpe / Sortino numerator)

Volatility

13.08%

Sharpe ratio

-2.199

VaR 95%

-1.14%

CVaR 95%: -1.26%
Max drawdown: -5.14%
Sortino ratio: -4.242
Calmar ratio: -4.89

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

6.74%

Ann. -4.92% (Sharpe / Sortino numerator)

Volatility

10.09%

Sharpe ratio

-0.847

VaR 95%

-1.12%

CVaR 95%: -1.24%
Max drawdown: -6.04%
Sortino ratio: -1.330
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

8.78%

Ann. 3.38% (Sharpe / Sortino numerator)

Volatility

8.72%

Sharpe ratio

-0.029

VaR 95%

-1.01%

CVaR 95%: -1.21%
Max drawdown: -6.04%
Sortino ratio: -0.041
Calmar ratio: 0.56

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

20.33%

Ann. 14.62% (Sharpe / Sortino numerator)

Volatility

12.55%

Sharpe ratio

0.876

VaR 95%

-1.03%

CVaR 95%: -1.80%
Max drawdown: -6.04%
Sortino ratio: 1.060
Calmar ratio: 2.42

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

31.40%

Ann. 10.85% (Sharpe / Sortino numerator)

Volatility

10.30%

Sharpe ratio

0.701

VaR 95%

-1.01%

CVaR 95%: -1.53%
Max drawdown: -13.19%
Sortino ratio: 0.822
Calmar ratio: 0.82

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

57.85%

Ann. 14.47% (Sharpe / Sortino numerator)

Volatility

9.73%

Sharpe ratio

1.115

VaR 95%

-0.94%

CVaR 95%: -1.38%
Max drawdown: -13.19%
Sortino ratio: 1.426
Calmar ratio: 1.10

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

0.075%

Best day

2.032%

31/03/2026
Worst day

-1.42%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $41.32 $41.32 $41.09 $41.11 6,600
02/06/2026 $41.11 $41.25 $41.11 $41.25 24,300
01/06/2026 $41.09 $41.25 $41.09 $41.15 10,300
29/05/2026 $41.18 $41.20 $41.10 $41.17 105,000
28/05/2026 $40.97 $41.13 $40.97 $41.09 11,800
27/05/2026 $40.79 $41.03 $40.79 $40.97 64,900
26/05/2026 $40.99 $40.99 $40.91 $40.91 8,100
22/05/2026 $40.79 $40.91 $40.79 $40.83 3,100
21/05/2026 $40.66 $40.97 $40.61 $40.76 18,400
20/05/2026 $40.55 $40.74 $40.50 $40.71 14,600