Summary
JULB
Prices · period metrics · 1M
NAV as of 03/06/2026
28/04/2026 → 28/05/2026
Return 2.40% 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: 03/06/2026

Current price: $27.23

Expense ratio: 0.25%

Assets under management
$35.9M
-0.07% 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

2.40%

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

6.00%

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

6.93%

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: 04/05/2026 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.113%

Best day

0.498%

06/05/2026
Worst day

-0.422%

15/05/2026
Days with data

21

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $27.25 $27.25 $27.23 $27.23 100
02/06/2026 $27.23 $27.25 $27.23 $27.25 83,600
01/06/2026 $27.25 $27.25 $27.20 $27.24 1,700
29/05/2026 $27.23 $27.23 $27.23 $27.23 0
28/05/2026 $27.18 $27.23 $27.18 $27.20 4,000
27/05/2026 $27.15 $27.17 $27.14 $27.17 2,900
26/05/2026 $27.13 $27.13 $27.13 $27.13 100
22/05/2026 $27.10 $27.11 $27.05 $27.07 5,900
21/05/2026 $26.95 $27.03 $26.95 $27.03 200
20/05/2026 $26.99 $26.99 $26.99 $26.99 100