Summary
XJUL
Prices · period metrics · 12M
NAV as of 17/06/2026
02/04/2025 → 02/04/2026
Return 10.54% Volatility 9.51% Sharpe 0.67
Official loaded data — not a live quote.

FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY

Symbol: XJUL

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 21/07/2023

Latest date: 17/06/2026

Current price: $40.62

Expense ratio: 0.85%

Assets under management
$71.0M
0.04% 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

0.71%

Ann. -8.53% (Sharpe / Sortino numerator)

Volatility

8.15%

Sharpe ratio

-1.491

VaR 95%

-0.75%

CVaR 95%: -0.80%
Max drawdown: -2.54%
Sortino ratio: -2.653
Calmar ratio: -3.35

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

3.64%

Ann. -0.44% (Sharpe / Sortino numerator)

Volatility

5.81%

Sharpe ratio

-0.700

VaR 95%

-0.62%

CVaR 95%: -0.74%
Max drawdown: -2.76%
Sortino ratio: -1.030
Calmar ratio: -0.16

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.

Period total return

4.85%

Ann. 3.42% (Sharpe / Sortino numerator)

Volatility

5.09%

Sharpe ratio

-0.040

VaR 95%

-0.58%

CVaR 95%: -0.72%
Max drawdown: -2.76%
Sortino ratio: -0.056
Calmar ratio: 1.24

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

10.54%

Ann. 10.01% (Sharpe / Sortino numerator)

Volatility

9.51%

Sharpe ratio

0.670

VaR 95%

-0.59%

CVaR 95%: -1.36%
Max drawdown: -4.96%
Sortino ratio: 0.728
Calmar ratio: 2.02

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

20.22%

Ann. 8.49% (Sharpe / Sortino numerator)

Volatility

7.67%

Sharpe ratio

0.633

VaR 95%

-0.59%

CVaR 95%: -1.11%
Max drawdown: -9.10%
Sortino ratio: 0.685
Calmar ratio: 0.93

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

31.75%

Ann. 10.10% (Sharpe / Sortino numerator)

Volatility

7.11%

Sharpe ratio

0.915

VaR 95%

-0.59%

CVaR 95%: -1.02%
Max drawdown: -9.10%
Sortino ratio: 1.039
Calmar ratio: 1.11

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: 17/06/2025 - 17/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.04%

Best day

1.329%

31/03/2026
Worst day

-0.879%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/06/2026 $40.60 $40.63 $40.54 $40.62 500
16/06/2026 $40.60 $40.65 $40.59 $40.65 3,100
15/06/2026 $40.70 $40.70 $40.59 $40.63 2,300
12/06/2026 $40.55 $40.59 $40.53 $40.58 5,600
11/06/2026 $40.46 $40.56 $40.46 $40.56 2,500
10/06/2026 $40.50 $40.53 $40.48 $40.48 1,600
09/06/2026 $40.52 $40.52 $40.48 $40.51 600
08/06/2026 $40.51 $40.54 $40.51 $40.54 700
05/06/2026 $40.62 $40.62 $40.46 $40.49 2,000
04/06/2026 $40.51 $40.56 $40.51 $40.56 300