- Issuer
- Acuitas Investments
- Inception Date
- Feb 9, 2026
- Region
- North America (United States)
- Category
- Small Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $74M
Share Price Chart
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Performance
AIMS Performance Chart
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Returns By Period
Acuitas Small Cap Active ETF
- 1D
- 2.02%
- 1M
- 5.93%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.00%
- 1M
- -0.71%
- YTD
- 8.39%
- 6M
- 8.57%
- 1Y
- 24.33%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.54%
AIMS Monthly Returns History
Based on dividend-adjusted daily data since Feb 10, 2026, AIMS's average daily return is +0.13%, while the average monthly return is +2.42%. At this rate, an investment would double in approximately 2.4 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +11.9%, while the worst month was Mar 2026 at -4.4%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.
On a daily basis, AIMS closed higher 57% of trading days. The best single day was Apr 8, 2026 with a return of +3.0%, while the worst single day was Feb 12, 2026 at -2.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.52% | -4.40% | 11.94% | 1.88% | 5.19% | 11.80% |
Benchmark Metrics
Acuitas Small Cap Active ETF has an annualized alpha of 13.10%, beta of 1.11, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since February 10, 2026.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (82.80%) than losses (26.35%) - typical of diversified or defensive assets.
- This ETF generated an annualized alpha of 13.10% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.11 and R2 of 0.66, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 13.10%
- Beta
- 1.11
- R²
- 0.66
- Upside Capture
- 82.80%
- Downside Capture
- 26.35%
Expense Ratio
AIMS has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Acuitas Small Cap Active ETF (AIMS) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIMS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.66 | — |
| Martin ratioReturn relative to average drawdown | — | 11.86 | — |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Acuitas Small Cap Active ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Acuitas Small Cap Active ETF was 9.18%, occurring on Mar 20, 2026. Recovery took 15 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 pullback2026 | -9.18%Mar 2026 | 1mo 8d | 24d | 2mo 2dFeb 2026 - Apr 2026 |
2026 pullback2026 | -4.10%May 2026 | 12d | 7d | 19dMay 2026 - May 2026 |
2026 pullback2026 | -2.35%Jun 2026 | 0s | 6d | 6dJun 2026 - Jun 2026 |
2026 pullback2026 | -2.19%Apr 2026 | 8d | 2d | 10dApr 2026 - May 2026 |
2026 pullback2026 | -1.54%Jun 2026 | 2d | 1d | 3dJun 2026 - Jun 2026 |
Drawdown Indicators
| AIMS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.18% | -56.78% | +47.60% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.49% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -2.52% | -10.72% | +8.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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