Summary
FEPI
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 32.51% 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: 03/06/2026

Current price: $45.76

Expense ratio: 0.65%

Assets under management
$646.6M
-1.23% 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

5.39%

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

16.37%

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

10.83%

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

32.51%

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

33.61%

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

60.29%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.118%

Best day

4.039%

31/03/2026
Worst day

-3.839%

04/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $46.33 $46.33 $45.63 $45.76 288,200
02/06/2026 $46.41 $46.47 $46.09 $46.33 178,800
01/06/2026 $46.60 $46.60 $46.33 $46.45 284,900
29/05/2026 $46.31 $46.70 $46.31 $46.66 356,400
28/05/2026 $45.71 $46.37 $45.71 $46.33 338,800
27/05/2026 $45.54 $45.77 $45.42 $45.75 283,200
26/05/2026 $45.60 $45.88 $45.56 $45.80 361,600
22/05/2026 $45.30 $45.50 $45.07 $45.22 338,500
21/05/2026 $44.91 $45.30 $44.68 $45.14 224,900
20/05/2026 $44.40 $44.87 $44.20 $44.81 136,400