Summary
FIAX
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 4.66% Volatility 4.53% Sharpe -0.41
Official loaded data — not a live quote.

NICHOLAS FIXED INCOME ALTERNATIVE ETF

Symbol: FIAX

Exchange: NYSE

Sector: Technology

Category: Nontraditional Bond

Inception date: 29/11/2022

Latest date: 03/06/2026

Current price: $17.59

Expense ratio: 0.97%

Assets under management
$134.9M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

0.50%

Ann. -9.88% (Sharpe / Sortino numerator)

Volatility

5.26%

Sharpe ratio

-2.570

VaR 95%

-0.53%

CVaR 95%: -0.55%
Max drawdown: -2.08%
Sortino ratio: -5.397
Calmar ratio: -4.76

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

1.19%

Ann. -6.04% (Sharpe / Sortino numerator)

Volatility

5.26%

Sharpe ratio

-1.838

VaR 95%

-0.54%

CVaR 95%: -0.69%
Max drawdown: -3.05%
Sortino ratio: -2.784
Calmar ratio: -1.98

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

1.20%

Ann. 0.18% (Sharpe / Sortino numerator)

Volatility

4.60%

Sharpe ratio

-0.751

VaR 95%

-0.53%

CVaR 95%: -0.65%
Max drawdown: -3.05%
Sortino ratio: -1.076
Calmar ratio: 0.06

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

4.66%

Ann. 1.79% (Sharpe / Sortino numerator)

Volatility

4.53%

Sharpe ratio

-0.407

VaR 95%

-0.52%

CVaR 95%: -0.66%
Max drawdown: -3.05%
Sortino ratio: -0.572
Calmar ratio: 0.59

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

5.80%

Ann. 2.73% (Sharpe / Sortino numerator)

Volatility

4.56%

Sharpe ratio

-0.198

VaR 95%

-0.47%

CVaR 95%: -0.67%
Max drawdown: -6.26%
Sortino ratio: -0.267
Calmar ratio: 0.44

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

8.54%

Ann. 2.62% (Sharpe / Sortino numerator)

Volatility

4.09%

Sharpe ratio

-0.248

VaR 95%

-0.40%

CVaR 95%: -0.61%
Max drawdown: -6.26%
Sortino ratio: -0.335
Calmar ratio: 0.42

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.

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

0.018%

Best day

0.686%

20/05/2026
Worst day

-0.949%

20/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $17.59 $17.59 $17.58 $17.59 1,700
02/06/2026 $17.61 $17.62 $17.61 $17.61 500
01/06/2026 $17.58 $17.61 $17.57 $17.61 7,400
29/05/2026 $17.62 $17.64 $17.62 $17.64 8,000
28/05/2026 $17.57 $17.62 $17.57 $17.61 5,000
27/05/2026 $17.60 $17.63 $17.59 $17.59 13,800
26/05/2026 $17.57 $17.59 $17.55 $17.59 7,700
22/05/2026 $17.55 $17.55 $17.42 $17.52 22,100
21/05/2026 $17.51 $17.52 $17.45 $17.51 6,500
20/05/2026 $17.53 $17.61 $17.52 $17.61 10,800