Summary
GJUL
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 11.13% Volatility 9.96% Sharpe 0.98
Official loaded data — not a live quote.

FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY

Symbol: GJUL

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 21/07/2023

Latest date: 20/07/2026

Current price: $43.64

Expense ratio: 0.85%

Assets under management
$367.7M
-0.34% 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

0.62%

Ann. -15.16% (Sharpe / Sortino numerator)

Volatility

9.52%

Sharpe ratio

-1.974

VaR 95%

-0.88%

CVaR 95%: -0.92%
Max drawdown: -3.50%
Sortino ratio: -3.402
Calmar ratio: -4.33

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

2.92%

Ann. -3.28% (Sharpe / Sortino numerator)

Volatility

7.09%

Sharpe ratio

-0.974

VaR 95%

-0.82%

CVaR 95%: -0.88%
Max drawdown: -3.80%
Sortino ratio: -1.364
Calmar ratio: -0.86

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

5.87%

Ann. 2.20% (Sharpe / Sortino numerator)

Volatility

6.25%

Sharpe ratio

-0.229

VaR 95%

-0.74%

CVaR 95%: -0.89%
Max drawdown: -3.80%
Sortino ratio: -0.313
Calmar ratio: 0.58

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

11.13%

Ann. 13.34% (Sharpe / Sortino numerator)

Volatility

9.96%

Sharpe ratio

0.976

VaR 95%

-0.82%

CVaR 95%: -1.43%
Max drawdown: -4.54%
Sortino ratio: 1.171
Calmar ratio: 2.94

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

24.31%

Ann. 10.29% (Sharpe / Sortino numerator)

Volatility

8.58%

Sharpe ratio

0.777

VaR 95%

-0.81%

CVaR 95%: -1.27%
Max drawdown: -10.68%
Sortino ratio: 0.921
Calmar ratio: 0.96

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

41.30%

Ann. 12.52% (Sharpe / Sortino numerator)

Volatility

8.12%

Sharpe ratio

1.099

VaR 95%

-0.77%

CVaR 95%: -1.17%
Max drawdown: -10.68%
Sortino ratio: 1.363
Calmar ratio: 1.17

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

0.043%

Best day

1.554%

31/03/2026
Worst day

-1.132%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $43.79 $43.81 $43.60 $43.64 148,400
17/07/2026 $43.72 $43.72 $43.58 $43.71 286,700
16/07/2026 $43.68 $43.70 $43.60 $43.65 38,100
15/07/2026 $43.71 $43.71 $43.57 $43.60 41,600
14/07/2026 $43.69 $43.69 $43.58 $43.63 25,800
13/07/2026 $43.69 $43.69 $43.56 $43.60 18,900
10/07/2026 $43.68 $43.68 $43.54 $43.63 15,500
09/07/2026 $43.58 $43.64 $43.52 $43.59 15,800
08/07/2026 $43.51 $43.60 $43.51 $43.56 6,000
07/07/2026 $43.53 $43.64 $43.52 $43.56 4,900