Summary
FJUL
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 18.36% 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: 03/06/2026

Current price: $59.17

Expense ratio: 0.85%

Assets under management
$1.2B
-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

1.96%

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

5.55%

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

6.59%

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

18.36%

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

30.59%

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

58.21%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.068%

Best day

1.888%

31/03/2026
Worst day

-1.505%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $59.31 $59.31 $59.17 $59.17 45,400
02/06/2026 $59.15 $59.27 $59.15 $59.21 10,500
01/06/2026 $59.28 $59.28 $59.20 $59.20 3,500
29/05/2026 $59.15 $59.23 $59.15 $59.22 10,000
28/05/2026 $59.12 $59.17 $59.09 $59.13 8,100
27/05/2026 $59.07 $59.10 $59.01 $59.07 8,000
26/05/2026 $59.07 $59.07 $58.98 $59.00 8,400
22/05/2026 $58.90 $58.97 $58.88 $58.89 8,000
21/05/2026 $58.77 $58.85 $58.72 $58.85 16,900
20/05/2026 $58.72 $58.77 $58.61 $58.74 21,900