Summary
AQLT
Prices · period metrics · 12M
NAV as of 16/07/2026
30/05/2025 → 28/05/2026
Return 24.20% Volatility 13.43% Sharpe 2.00
Official loaded data — not a live quote.

ISHARES MSCI GLOBAL QUALITY FACTOR ETF

Symbol: AQLT

Exchange: BATS

Sector: Technology

Category: Global Large-Stock Blend

Inception date: 11/12/2024

Latest date: 16/07/2026

Current price: $31.34

Expense ratio: 0.20%

Assets under management
$273.9M
-0.56% 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

-0.07%

Ann. 77.37% (Sharpe / Sortino numerator)

Volatility

13.22%

Sharpe ratio

5.577

VaR 95%

-0.69%

CVaR 95%: -1.07%
Max drawdown: -2.25%
Sortino ratio: 11.970
Calmar ratio: 34.46

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

5.67%

Ann. 31.09% (Sharpe / Sortino numerator)

Volatility

18.89%

Sharpe ratio

1.453

VaR 95%

-1.70%

CVaR 95%: -2.05%
Max drawdown: -9.45%
Sortino ratio: 2.483
Calmar ratio: 3.29

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

8.69%

Ann. 28.77% (Sharpe / Sortino numerator)

Volatility

15.41%

Sharpe ratio

1.631

VaR 95%

-1.60%

CVaR 95%: -1.88%
Max drawdown: -10.68%
Sortino ratio: 2.594
Calmar ratio: 2.69

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

24.20%

Ann. 30.46% (Sharpe / Sortino numerator)

Volatility

13.43%

Sharpe ratio

1.997

VaR 95%

-1.44%

CVaR 95%: -1.79%
Max drawdown: -10.68%
Sortino ratio: 3.089
Calmar ratio: 2.85

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.09%

Best day

3.653%

08/04/2026
Worst day

-3.0%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $31.51 $31.51 $31.34 $31.34 3,500
15/07/2026 $31.52 $31.59 $31.42 $31.56 7,400
14/07/2026 $31.40 $31.48 $31.38 $31.40 58,500
13/07/2026 $31.56 $31.56 $31.32 $31.32 5,500
10/07/2026 $31.51 $31.69 $31.50 $31.61 114,300
09/07/2026 $31.45 $31.55 $31.45 $31.50 4,800
08/07/2026 $31.17 $31.31 $31.14 $31.20 274,100
07/07/2026 $31.40 $31.42 $31.26 $31.33 26,700
06/07/2026 $31.67 $31.68 $31.55 $31.58 4,600
02/07/2026 $31.59 $31.68 $31.19 $31.39 78,900