Summary
JULB
Prices · period metrics · 1M
NAV as of 20/07/2026
28/04/2026 → 28/05/2026
Return 0.59% Volatility 4.00% Sharpe 8.75
Official loaded data — not a live quote.

APTUS JULY BUFFER ETF

Symbol: JULB

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 13/10/2025

Latest date: 20/07/2026

Current price: $27.50

Expense ratio: 0.25%

Assets under management
$37.7M
-0.27% 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

0.59%

Ann. 38.65% (Sharpe / Sortino numerator)

Volatility

4.00%

Sharpe ratio

8.752

VaR 95%

-0.28%

CVaR 95%: -0.35%
Max drawdown: -0.58%
Sortino ratio: 17.731
Calmar ratio: 66.57

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

4.30%

Ann. 23.55% (Sharpe / Sortino numerator)

Volatility

7.58%

Sharpe ratio

2.629

VaR 95%

-0.82%

CVaR 95%: -0.86%
Max drawdown: -4.15%
Sortino ratio: 4.192
Calmar ratio: 5.68

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

7.69%

Ann. 14.60% (Sharpe / Sortino numerator)

Volatility

6.97%

Sharpe ratio

1.573

VaR 95%

-0.82%

CVaR 95%: -0.91%
Max drawdown: -5.24%
Sortino ratio: 2.358
Calmar ratio: 2.79

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 22/06/2026 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.031%

Best day

0.771%

29/06/2026
Worst day

-0.513%

17/07/2026
Days with data

19

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $27.57 $27.58 $27.50 $27.50 500
17/07/2026 $27.57 $27.59 $27.49 $27.52 4,300
16/07/2026 $27.72 $27.75 $27.64 $27.66 2,100
15/07/2026 $27.68 $27.72 $27.68 $27.72 1,000
14/07/2026 $27.68 $27.70 $27.61 $27.68 10,300
13/07/2026 $27.70 $27.71 $27.59 $27.62 4,300
10/07/2026 $27.58 $27.75 $27.58 $27.73 7,400
09/07/2026 $27.56 $27.66 $27.56 $27.65 11,000
08/07/2026 $27.51 $27.56 $27.39 $27.56 15,900
07/07/2026 $27.63 $27.63 $27.52 $27.57 8,100