Summary
QBSV
Prices · period metrics · 1M
NAV as of 20/07/2026
28/04/2026 → 28/05/2026
Return 0.00% Volatility 1.98% Sharpe 7.52
Official loaded data — not a live quote.

ALLIANZIM U.S. EQUITY BUFFER5 ETF

Symbol: QBSV

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 31/03/2026

Latest date: 20/07/2026

Current price: $26.61

Expense ratio: 0.64%

Assets under management
$22.6M
-0.26% 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

0.00%

Ann. 18.51% (Sharpe / Sortino numerator)

Volatility

1.98%

Sharpe ratio

7.520

VaR 95%

-0.08%

CVaR 95%: -0.13%
Max drawdown: -0.19%
Sortino ratio: 15.852
Calmar ratio: 97.14

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

2.15%

Ann. 30.84% (Sharpe / Sortino numerator)

Volatility

4.15%

Sharpe ratio

6.568

VaR 95%

-0.19%

CVaR 95%: -0.23%
Max drawdown: -0.41%
Sortino ratio: 22.659
Calmar ratio: 74.46

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.

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

0.0%

Best day

0.489%

06/07/2026
Worst day

-0.41%

13/07/2026
Days with data

19

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $26.68 $26.68 $26.60 $26.61 1,500
17/07/2026 $26.67 $26.72 $26.66 $26.66 2,100
16/07/2026 $26.87 $26.88 $26.75 $26.76 10,900
15/07/2026 $26.85 $26.86 $26.75 $26.85 9,800
14/07/2026 $26.78 $26.81 $26.78 $26.79 1,400
13/07/2026 $26.80 $26.81 $26.73 $26.73 4,200
10/07/2026 $26.80 $26.85 $26.76 $26.84 6,800
09/07/2026 $26.72 $26.75 $26.72 $26.75 1,100
08/07/2026 $26.62 $26.65 $26.54 $26.63 10,900
07/07/2026 $26.76 $26.76 $26.65 $26.69 8,500