Summary
FEBU
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 19.90% Volatility 11.86% Sharpe 0.72
Official loaded data — not a live quote.

ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF

Symbol: FEBU

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 31/01/2025

Latest date: 03/06/2026

Current price: $29.98

Expense ratio: 0.74%

Assets under management
$50.4M
-0.10% 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

4.11%

Ann. -26.07% (Sharpe / Sortino numerator)

Volatility

11.10%

Sharpe ratio

-2.675

VaR 95%

-0.97%

CVaR 95%: -1.04%
Max drawdown: -4.74%
Sortino ratio: -5.293
Calmar ratio: -5.50

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

8.23%

Ann. -8.08% (Sharpe / Sortino numerator)

Volatility

10.61%

Sharpe ratio

-1.104

VaR 95%

-0.97%

CVaR 95%: -1.34%
Max drawdown: -5.99%
Sortino ratio: -1.726
Calmar ratio: -1.35

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

7.92%

Ann. -1.77% (Sharpe / Sortino numerator)

Volatility

10.88%

Sharpe ratio

-0.497

VaR 95%

-1.09%

CVaR 95%: -1.51%
Max drawdown: -5.99%
Sortino ratio: -0.712
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.

Period total return

19.90%

Ann. 12.12% (Sharpe / Sortino numerator)

Volatility

11.86%

Sharpe ratio

0.716

VaR 95%

-1.06%

CVaR 95%: -1.69%
Max drawdown: -5.99%
Sortino ratio: 0.946
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.

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

0.074%

Best day

1.697%

31/03/2026
Worst day

-2.159%

20/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $30.01 $30.02 $29.98 $29.98 7,800
02/06/2026 $30.10 $30.14 $30.10 $30.14 2,400
01/06/2026 $30.04 $30.10 $30.01 $30.09 19,200
29/05/2026 $30.05 $30.07 $30.00 $30.03 2,000
28/05/2026 $29.86 $29.99 $29.86 $29.99 300
27/05/2026 $29.93 $29.93 $29.82 $29.84 600
26/05/2026 $29.89 $29.89 $29.81 $29.81 900
22/05/2026 $29.71 $29.74 $29.67 $29.67 1,500
21/05/2026 $29.46 $29.57 $29.46 $29.57 1,000
20/05/2026 $29.36 $29.53 $29.36 $29.53 400