Summary
WUGI
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 19.45% Volatility 30.76% Sharpe 0.05
Official loaded data — not a live quote.

AXS ESOTERICA NEXTG ECONOMY ETF

Symbol: WUGI

Exchange: BATS

Sector: Technology

Category: Technology

Inception date: 31/03/2020

Latest date: 11/06/2026

Current price: $88.29

Expense ratio: 0.79%

Assets under management
$35.3M
3.38% 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

3.96%

Ann. -44.12% (Sharpe / Sortino numerator)

Volatility

32.48%

Sharpe ratio

-1.470

VaR 95%

-2.95%

CVaR 95%: -3.48%
Max drawdown: -10.33%
Sortino ratio: -2.480
Calmar ratio: -4.27

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

26.36%

Ann. -32.07% (Sharpe / Sortino numerator)

Volatility

28.71%

Sharpe ratio

-1.243

VaR 95%

-2.95%

CVaR 95%: -3.39%
Max drawdown: -15.70%
Sortino ratio: -2.027
Calmar ratio: -2.04

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

3.94%

Ann. -39.83% (Sharpe / Sortino numerator)

Volatility

31.57%

Sharpe ratio

-1.377

VaR 95%

-2.94%

CVaR 95%: -4.92%
Max drawdown: -28.84%
Sortino ratio: -1.471
Calmar ratio: -1.38

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

19.45%

Ann. 5.18% (Sharpe / Sortino numerator)

Volatility

30.76%

Sharpe ratio

0.050

VaR 95%

-2.76%

CVaR 95%: -4.75%
Max drawdown: -28.84%
Sortino ratio: 0.057
Calmar ratio: 0.18

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

45.58%

Ann. 9.15% (Sharpe / Sortino numerator)

Volatility

28.94%

Sharpe ratio

0.191

VaR 95%

-2.91%

CVaR 95%: -4.44%
Max drawdown: -28.84%
Sortino ratio: 0.231
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

107.90%

Ann. 23.10% (Sharpe / Sortino numerator)

Volatility

27.64%

Sharpe ratio

0.704

VaR 95%

-2.69%

CVaR 95%: -4.06%
Max drawdown: -28.84%
Sortino ratio: 0.907
Calmar ratio: 0.80

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: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.087%

Best day

5.144%

11/06/2026
Worst day

-12.502%

23/12/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $85.40 $88.29 $85.40 $88.29 2,100
10/06/2026 $85.29 $85.29 $83.97 $83.97 300
09/06/2026 $86.59 $86.59 $86.59 $86.59 100
08/06/2026 $88.08 $88.08 $88.08 $88.08 100
05/06/2026 $88.50 $88.89 $85.43 $85.43 600
04/06/2026 $92.28 $92.28 $92.28 $92.28 200
03/06/2026 $92.64 $92.95 $92.64 $92.95 300
02/06/2026 $91.33 $92.68 $91.33 $92.68 17,500
01/06/2026 $87.58 $89.83 $87.58 $89.83 28,200
29/05/2026 $88.43 $88.43 $87.92 $88.02 1,000