Summary
FJUL
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 13.54% Volatility 12.05% Sharpe 0.93
Official loaded data — not a live quote.

FT VEST U.S. EQUITY BUFFER ETF - JULY

Symbol: FJUL

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 17/07/2020

Latest date: 20/07/2026

Current price: $59.79

Expense ratio: 0.85%

Assets under management
$1.2B
-0.47% 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

0.70%

Ann. -21.65% (Sharpe / Sortino numerator)

Volatility

12.15%

Sharpe ratio

-2.080

VaR 95%

-1.13%

CVaR 95%: -1.21%
Max drawdown: -4.64%
Sortino ratio: -3.866
Calmar ratio: -4.66

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

3.78%

Ann. -5.91% (Sharpe / Sortino numerator)

Volatility

8.86%

Sharpe ratio

-1.076

VaR 95%

-0.97%

CVaR 95%: -1.12%
Max drawdown: -5.10%
Sortino ratio: -1.599
Calmar ratio: -1.16

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

7.36%

Ann. 0.95% (Sharpe / Sortino numerator)

Volatility

7.88%

Sharpe ratio

-0.340

VaR 95%

-0.95%

CVaR 95%: -1.14%
Max drawdown: -5.10%
Sortino ratio: -0.465
Calmar ratio: 0.19

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

13.54%

Ann. 14.88% (Sharpe / Sortino numerator)

Volatility

12.05%

Sharpe ratio

0.933

VaR 95%

-0.97%

CVaR 95%: -1.72%
Max drawdown: -5.38%
Sortino ratio: 1.132
Calmar ratio: 2.77

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

28.08%

Ann. 11.58% (Sharpe / Sortino numerator)

Volatility

10.65%

Sharpe ratio

0.746

VaR 95%

-1.02%

CVaR 95%: -1.60%
Max drawdown: -13.08%
Sortino ratio: 0.897
Calmar ratio: 0.89

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

50.53%

Ann. 15.13% (Sharpe / Sortino numerator)

Volatility

10.01%

Sharpe ratio

1.150

VaR 95%

-0.97%

CVaR 95%: -1.42%
Max drawdown: -13.08%
Sortino ratio: 1.484
Calmar ratio: 1.16

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

1.888%

31/03/2026
Worst day

-1.505%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $60.07 $60.07 $59.76 $59.79 91,000
17/07/2026 $59.88 $59.89 $59.80 $59.89 100,000
16/07/2026 $59.79 $59.86 $59.78 $59.78 41,700
15/07/2026 $59.84 $59.85 $59.78 $59.81 44,800
14/07/2026 $59.83 $59.85 $59.77 $59.81 17,700
13/07/2026 $59.76 $59.81 $59.76 $59.80 38,200
10/07/2026 $59.87 $59.87 $59.76 $59.78 19,000
09/07/2026 $59.72 $59.78 $59.70 $59.78 12,500
08/07/2026 $59.62 $59.72 $59.62 $59.69 16,900
07/07/2026 $59.80 $59.80 $59.66 $59.70 14,500