Summary
FEPI
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 12.76% Volatility 22.09% Sharpe 0.79
Official loaded data — not a live quote.

REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF

Symbol: FEPI

Exchange: NASDAQ

Sector: Technology

Category: Derivative Income

Inception date: 11/10/2023

Latest date: 20/07/2026

Current price: $40.90

Expense ratio: 0.65%

Assets under management
$683.6M
-0.24% 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

-4.35%

Ann. -28.21% (Sharpe / Sortino numerator)

Volatility

27.07%

Sharpe ratio

-1.176

VaR 95%

-2.97%

CVaR 95%: -3.07%
Max drawdown: -8.96%
Sortino ratio: -2.229
Calmar ratio: -3.15

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.

Period total return

0.56%

Ann. -24.66% (Sharpe / Sortino numerator)

Volatility

22.14%

Sharpe ratio

-1.278

VaR 95%

-2.47%

CVaR 95%: -3.14%
Max drawdown: -13.42%
Sortino ratio: -1.865
Calmar ratio: -1.84

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

3.92%

Ann. -10.12% (Sharpe / Sortino numerator)

Volatility

20.80%

Sharpe ratio

-0.661

VaR 95%

-2.39%

CVaR 95%: -2.91%
Max drawdown: -14.74%
Sortino ratio: -0.948
Calmar ratio: -0.69

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

12.76%

Ann. 21.04% (Sharpe / Sortino numerator)

Volatility

22.09%

Sharpe ratio

0.788

VaR 95%

-2.16%

CVaR 95%: -3.30%
Max drawdown: -14.74%
Sortino ratio: 0.977
Calmar ratio: 1.43

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

24.76%

Ann. 8.97% (Sharpe / Sortino numerator)

Volatility

20.61%

Sharpe ratio

0.259

VaR 95%

-2.26%

CVaR 95%: -3.24%
Max drawdown: -23.56%
Sortino ratio: 0.314
Calmar ratio: 0.38

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

55.39%

Ann. 18.57% (Sharpe / Sortino numerator)

Volatility

19.29%

Sharpe ratio

0.777

VaR 95%

-2.04%

CVaR 95%: -3.03%
Max drawdown: -23.56%
Sortino ratio: 0.942
Calmar ratio: 0.79

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

0.055%

Best day

4.039%

31/03/2026
Worst day

-3.839%

04/02/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $41.00 $41.31 $40.76 $40.90 226,500
17/07/2026 $40.17 $41.21 $39.85 $40.64 433,900
16/07/2026 $42.02 $42.02 $41.14 $41.37 348,100
15/07/2026 $42.50 $42.58 $41.83 $42.30 231,700
14/07/2026 $42.30 $42.61 $42.02 $42.44 151,800
13/07/2026 $42.30 $42.50 $41.84 $41.98 147,600
10/07/2026 $42.52 $42.77 $42.27 $42.68 163,800
09/07/2026 $42.10 $42.60 $41.91 $42.60 134,900
08/07/2026 $41.47 $41.92 $41.23 $41.86 122,400
07/07/2026 $42.21 $42.21 $41.47 $41.89 164,900