Summary
FEBU
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 13.44% 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: 20/07/2026

Current price: $29.47

Expense ratio: 0.74%

Assets under management
$49.6M
-0.16% 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

-0.56%

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

3.40%

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

7.34%

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

13.44%

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.052%

Best day

1.697%

31/03/2026
Worst day

-2.159%

20/01/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $29.52 $29.60 $29.47 $29.47 1,300
17/07/2026 $29.63 $29.63 $29.55 $29.55 1,800
16/07/2026 $29.76 $29.76 $29.76 $29.76 2,000
15/07/2026 $29.91 $29.92 $29.88 $29.92 2,800
14/07/2026 $29.80 $29.88 $29.80 $29.82 2,300
13/07/2026 $29.84 $29.84 $29.74 $29.74 900
10/07/2026 $29.85 $29.91 $29.85 $29.91 400
09/07/2026 $29.72 $29.79 $29.72 $29.79 4,900
08/07/2026 $29.50 $29.61 $29.50 $29.61 3,200
07/07/2026 $29.71 $29.71 $29.68 $29.68 300