Summary
LEXI
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 22.70% 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: 20/07/2026

Current price: $39.85

Expense ratio: 1.00%

Assets under management
$184.4M
-0.38% 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

-1.88%

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

4.62%

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

10.27%

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

22.70%

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

38.25%

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

63.78%

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.084%

Best day

2.771%

08/04/2026
Worst day

-2.012%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $40.00 $40.00 $39.84 $39.85 4,800
17/07/2026 $39.98 $39.99 $39.91 $39.97 19,000
16/07/2026 $40.28 $40.31 $40.14 $40.19 13,400
15/07/2026 $40.35 $40.41 $40.23 $40.34 18,600
14/07/2026 $40.30 $40.40 $40.27 $40.34 11,600
13/07/2026 $40.41 $40.41 $40.13 $40.18 15,900
10/07/2026 $40.36 $40.49 $40.36 $40.48 25,600
09/07/2026 $40.37 $40.47 $40.35 $40.36 30,300
08/07/2026 $40.01 $40.14 $39.97 $40.14 17,300
07/07/2026 $40.41 $40.43 $40.19 $40.27 15,600