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Sortino ratio is not yet available for AAAA. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Amplius Aggressive Asset Allocation ETF's Sortino Ratio with other ETFs in the Diversified Portfolio category across multiple time periods, showing how AAAA's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 25, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
INCMFranklin Income Focus ETF3.63
AVMAAvantis Moderate Allocation ETF3.31
IYLDiShares Morningstar Multi-Asset Income ETF3.18
BAMYBrookstone Yield ETF3.02
DDXDefined Duration 10 ETF2.93
FTBIFirst Trust Balanced Income ETF2.92
NTSEWisdomTree Emerging Markets Efficient Core Fund2.78
BAMOBrookstone Opportunities ETF2.68
GAACambria Global Asset Allocation ETF2.65
RULEAdaptive Core ETF2.63
AAAAAmplius Aggressive Asset Allocation ETF

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows AAAA's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when AAAA consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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