Summary
AQLT
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 29.77% 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: 02/06/2026

Current price: $31.71

Expense ratio: 0.20%

Assets under management
$245.5M
0.16% 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

4.72%

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

7.06%

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

13.47%

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

29.77%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.107%

Best day

3.653%

08/04/2026
Worst day

-2.61%

26/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $31.66 $31.79 $31.60 $31.71 7,200
01/06/2026 $31.57 $31.66 $31.45 $31.57 3,900
29/05/2026 $31.76 $31.76 $31.58 $31.65 19,800
28/05/2026 $31.49 $31.77 $31.49 $31.66 134,500
27/05/2026 $31.62 $31.70 $31.57 $31.61 20,400
26/05/2026 $31.69 $31.69 $31.50 $31.62 24,600
22/05/2026 $31.36 $31.41 $31.32 $31.36 15,300
21/05/2026 $30.90 $31.23 $30.90 $31.18 26,600
20/05/2026 $30.75 $31.13 $30.73 $31.09 33,900
19/05/2026 $30.63 $30.88 $30.34 $30.70 22,300