Summary
JUNT
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 13.99% Volatility 11.81% Sharpe 0.86
Official loaded data — not a live quote.

ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF

Symbol: JUNT

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 31/05/2023

Latest date: 03/06/2026

Current price: $37.88

Expense ratio: 0.74%

Assets under management
$19.8M
-0.71% 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

0.54%

Ann. -13.64% (Sharpe / Sortino numerator)

Volatility

11.30%

Sharpe ratio

-1.529

VaR 95%

-1.08%

CVaR 95%: -1.12%
Max drawdown: -3.77%
Sortino ratio: -2.832
Calmar ratio: -3.62

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

3.68%

Ann. -1.89% (Sharpe / Sortino numerator)

Volatility

7.87%

Sharpe ratio

-0.701

VaR 95%

-0.83%

CVaR 95%: -1.02%
Max drawdown: -4.08%
Sortino ratio: -1.030
Calmar ratio: -0.46

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

5.06%

Ann. 3.51% (Sharpe / Sortino numerator)

Volatility

6.74%

Sharpe ratio

-0.018

VaR 95%

-0.73%

CVaR 95%: -0.96%
Max drawdown: -4.08%
Sortino ratio: -0.025
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

13.99%

Ann. 13.83% (Sharpe / Sortino numerator)

Volatility

11.81%

Sharpe ratio

0.863

VaR 95%

-0.79%

CVaR 95%: -1.71%
Max drawdown: -5.52%
Sortino ratio: 1.005
Calmar ratio: 2.51

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

27.38%

Ann. 11.28% (Sharpe / Sortino numerator)

Volatility

10.21%

Sharpe ratio

0.750

VaR 95%

-0.90%

CVaR 95%: -1.54%
Max drawdown: -12.78%
Sortino ratio: 0.869
Calmar ratio: 0.88

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

49.05%

Ann. 14.85% (Sharpe / Sortino numerator)

Volatility

9.39%

Sharpe ratio

1.198

VaR 95%

-0.86%

CVaR 95%: -1.37%
Max drawdown: -12.78%
Sortino ratio: 1.447
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

0.053%

Best day

1.773%

31/03/2026
Worst day

-1.149%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $38.15 $38.15 $37.88 $37.88 1,890,700
02/06/2026 $38.18 $38.18 $37.99 $38.03 48,400
01/06/2026 $37.95 $39.83 $37.95 $38.02 115,600
29/05/2026 $37.93 $37.94 $37.90 $37.91 53,300
28/05/2026 $37.91 $37.92 $37.87 $37.90 9,500
27/05/2026 $37.88 $37.92 $37.86 $37.88 3,800
26/05/2026 $38.00 $38.00 $37.88 $37.92 17,200
22/05/2026 $37.92 $37.92 $37.90 $37.90 500
21/05/2026 $37.85 $37.92 $37.85 $37.88 19,900
20/05/2026 $37.84 $37.90 $37.84 $37.88 1,300