Summary
LEXI
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 29.19% Volatility 16.00% Sharpe 1.10
Official loaded data — not a live quote.

ALEXIS PRACTICAL TACTICAL ETF

Symbol: LEXI

Exchange: NASDAQ

Sector: Technology

Category: Tactical Allocation

Inception date: 30/06/2021

Latest date: 03/06/2026

Current price: $40.27

Expense ratio: 1.00%

Assets under management
$169.3M
-0.05% 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

5.37%

Ann. -33.97% (Sharpe / Sortino numerator)

Volatility

17.25%

Sharpe ratio

-2.180

VaR 95%

-1.53%

CVaR 95%: -1.71%
Max drawdown: -6.44%
Sortino ratio: -4.200
Calmar ratio: -5.27

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

10.73%

Ann. -2.60% (Sharpe / Sortino numerator)

Volatility

13.88%

Sharpe ratio

-0.449

VaR 95%

-1.40%

CVaR 95%: -1.58%
Max drawdown: -8.12%
Sortino ratio: -0.754
Calmar ratio: -0.32

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

13.75%

Ann. 5.88% (Sharpe / Sortino numerator)

Volatility

12.22%

Sharpe ratio

0.184

VaR 95%

-1.31%

CVaR 95%: -1.53%
Max drawdown: -8.12%
Sortino ratio: 0.292
Calmar ratio: 0.72

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

29.19%

Ann. 21.26% (Sharpe / Sortino numerator)

Volatility

16.00%

Sharpe ratio

1.102

VaR 95%

-1.30%

CVaR 95%: -2.19%
Max drawdown: -8.12%
Sortino ratio: 1.396
Calmar ratio: 2.62

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

44.63%

Ann. 13.97% (Sharpe / Sortino numerator)

Volatility

14.07%

Sharpe ratio

0.735

VaR 95%

-1.34%

CVaR 95%: -1.99%
Max drawdown: -15.94%
Sortino ratio: 0.959
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

74.84%

Ann. 16.06% (Sharpe / Sortino numerator)

Volatility

12.88%

Sharpe ratio

0.965

VaR 95%

-1.23%

CVaR 95%: -1.78%
Max drawdown: -15.94%
Sortino ratio: 1.326
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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.104%

Best day

2.771%

08/04/2026
Worst day

-1.866%

26/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $40.29 $40.29 $40.25 $40.27 3,600
02/06/2026 $40.32 $40.34 $40.28 $40.34 8,700
01/06/2026 $40.21 $40.24 $39.90 $40.17 11,000
29/05/2026 $39.98 $40.07 $39.98 $40.04 13,000
28/05/2026 $39.70 $39.99 $39.69 $39.97 14,000
27/05/2026 $39.93 $39.93 $39.84 $39.87 2,900
26/05/2026 $39.81 $39.92 $39.81 $39.91 5,600
22/05/2026 $39.61 $39.61 $39.52 $39.53 6,200
21/05/2026 $39.27 $39.44 $39.19 $39.43 21,300
20/05/2026 $39.16 $39.32 $39.16 $39.32 4,100