Summary
FWD
Prices · period metrics · 12M
NAV as of 17/06/2026
02/04/2025 → 02/04/2026
Return 68.89% Volatility 28.79% Sharpe 1.77
Official loaded data — not a live quote.

AB DISRUPTORS ETF

Symbol: FWD

Exchange: NYSE

Sector: Technology

Category: Global Large-Stock Growth

Inception date: 21/03/2023

Latest date: 17/06/2026

Current price: $142.50

Expense ratio: 0.65%

Assets under management
$2.9B
-1.68% 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

8.28%

Ann. -50.01% (Sharpe / Sortino numerator)

Volatility

38.09%

Sharpe ratio

-1.408

VaR 95%

-3.79%

CVaR 95%: -4.04%
Max drawdown: -10.23%
Sortino ratio: -2.548
Calmar ratio: -4.89

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

26.97%

Ann. 14.97% (Sharpe / Sortino numerator)

Volatility

29.39%

Sharpe ratio

0.386

VaR 95%

-3.36%

CVaR 95%: -3.71%
Max drawdown: -13.03%
Sortino ratio: 0.586
Calmar ratio: 1.15

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

41.10%

Ann. 14.11% (Sharpe / Sortino numerator)

Volatility

27.71%

Sharpe ratio

0.378

VaR 95%

-3.39%

CVaR 95%: -3.79%
Max drawdown: -13.03%
Sortino ratio: 0.535
Calmar ratio: 1.08

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

68.89%

Ann. 54.54% (Sharpe / Sortino numerator)

Volatility

28.79%

Sharpe ratio

1.768

VaR 95%

-2.83%

CVaR 95%: -4.26%
Max drawdown: -13.03%
Sortino ratio: 2.293
Calmar ratio: 4.19

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

88.11%

Ann. 25.31% (Sharpe / Sortino numerator)

Volatility

26.91%

Sharpe ratio

0.806

VaR 95%

-2.73%

CVaR 95%: -4.12%
Max drawdown: -29.02%
Sortino ratio: 1.040
Calmar ratio: 0.87

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

157.94%

Ann. 29.39% (Sharpe / Sortino numerator)

Volatility

24.67%

Sharpe ratio

1.044

VaR 95%

-2.53%

CVaR 95%: -3.69%
Max drawdown: -29.02%
Sortino ratio: 1.378
Calmar ratio: 1.01

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: 17/06/2025 - 17/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.223%

Best day

5.241%

11/06/2026
Worst day

-6.688%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/06/2026 $144.93 $146.08 $142.50 $142.50 241,000
16/06/2026 $145.77 $146.75 $142.76 $142.92 130,300
15/06/2026 $144.81 $145.36 $143.92 $145.14 194,000
12/06/2026 $139.28 $140.92 $138.41 $140.36 138,000
11/06/2026 $134.33 $139.63 $134.07 $139.35 173,500
10/06/2026 $134.74 $136.62 $132.14 $132.41 303,100
09/06/2026 $139.70 $140.38 $131.62 $136.49 313,000
08/06/2026 $138.21 $138.72 $136.68 $137.49 263,800
05/06/2026 $141.09 $141.09 $134.15 $134.91 788,600
04/06/2026 $142.60 $145.22 $141.66 $144.58 446,800