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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AOT Growth and Innovation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
AOT Growth and Innovation ETF (AOTG) has returned -14.87% so far this year and 21.50% over the past 12 months.
AOT Growth and Innovation ETF
- 1D
- 4.48%
- 1M
- -4.09%
- YTD
- -14.87%
- 6M
- -13.08%
- 1Y
- 21.50%
- 3Y*
- 21.10%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jun 29, 2022, AOTG's average daily return is +0.09%, while the average monthly return is +1.67%. At this rate, your investment would double in approximately 3.5 years.
Historically, 61% of months were positive and 39% were negative. The best month was Jan 2023 with a return of +16.6%, while the worst month was Sep 2022 at -12.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, AOTG closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +13.3%, while the worst single day was Apr 3, 2025 at -6.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.30% | -8.22% | -4.09% | -14.87% | |||||||||
| 2025 | 5.08% | -7.57% | -9.65% | 4.15% | 11.86% | 9.17% | 3.90% | 0.41% | 5.35% | 7.34% | -5.65% | 0.83% | 25.26% |
| 2024 | 2.19% | 10.41% | 0.95% | -5.79% | 2.30% | 5.17% | -1.74% | 4.60% | 3.07% | 2.47% | 9.52% | -3.68% | 32.20% |
| 2023 | 16.62% | -1.56% | 6.87% | -3.18% | 13.72% | 4.92% | 6.07% | -4.82% | -7.03% | -4.09% | 12.89% | 7.32% | 54.58% |
| 2022 | -2.87% | 14.49% | -4.15% | -12.08% | 2.34% | 1.89% | -9.45% | -11.53% |
Benchmark Metrics
AOT Growth and Innovation ETF has an annualized alpha of -2.53%, beta of 1.56, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since June 30, 2022.
- This ETF captured 147.51% of S&P 500 Index gains and 135.85% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This ETF had an annualized alpha of -2.53% versus S&P 500 Index — delivering less than market exposure alone would predict.
- Beta of 1.56 means this ETF moves significantly more than S&P 500 Index — expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- -2.53%
- Beta
- 1.56
- R²
- 0.75
- Upside Capture
- 147.51%
- Downside Capture
- 135.85%
Expense Ratio
AOTG has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AOTG ranks 37 for risk / return — below 37% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for AOT Growth and Innovation ETF (AOTG) and compare them to a chosen benchmark (S&P 500 Index).
| AOTG | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.90 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.39 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.40 | -0.50 |
Martin ratioReturn relative to average drawdown | 2.80 | 6.61 | -3.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore AOTG risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 AOT Growth and Innovation 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 AOT Growth and Innovation ETF was 31.63%, occurring on Nov 9, 2022. Recovery took 142 trading sessions.
The current AOT Growth and Innovation ETF drawdown is 19.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.63% | Aug 17, 2022 | 60 | Nov 9, 2022 | 142 | Jun 6, 2023 | 202 |
| -27.41% | Dec 9, 2024 | 82 | Apr 8, 2025 | 52 | Jun 24, 2025 | 134 |
| -22.85% | Nov 4, 2025 | 100 | Mar 30, 2026 | — | — | — |
| -17.92% | Jul 19, 2023 | 71 | Oct 26, 2023 | 36 | Dec 18, 2023 | 107 |
| -13.56% | Jul 17, 2024 | 14 | Aug 5, 2024 | 20 | Sep 3, 2024 | 34 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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