Summary
BCLO
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 6.17% Volatility 4.90% Sharpe 0.27
Official loaded data — not a live quote.

iShares BBBB CLO Active ETF

Symbol: BCLO

Exchange: NASDAQ

Sector: N/A

Category: Securitized Bond - Focused

Inception date: 29/01/2025

Latest date: 16/07/2026

Current price: $49.54

Expense ratio: 0.45%

Assets under management
$74.3M
0.00% 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

0.08%

Ann. 3.42% (Sharpe / Sortino numerator)

Volatility

3.37%

Sharpe ratio

-0.064

VaR 95%

-0.24%

CVaR 95%: -0.32%
Max drawdown: -0.75%
Sortino ratio: -0.127
Calmar ratio: 4.56

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

2.67%

Ann. -2.99% (Sharpe / Sortino numerator)

Volatility

2.74%

Sharpe ratio

-2.417

VaR 95%

-0.25%

CVaR 95%: -0.36%
Max drawdown: -2.93%
Sortino ratio: -3.568
Calmar ratio: -1.02

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

2.48%

Ann. 0.72% (Sharpe / Sortino numerator)

Volatility

2.43%

Sharpe ratio

-1.193

VaR 95%

-0.24%

CVaR 95%: -0.37%
Max drawdown: -2.93%
Sortino ratio: -1.439
Calmar ratio: 0.25

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

6.17%

Ann. 4.93% (Sharpe / Sortino numerator)

Volatility

4.90%

Sharpe ratio

0.266

VaR 95%

-0.24%

CVaR 95%: -0.70%
Max drawdown: -3.91%
Sortino ratio: 0.218
Calmar ratio: 1.26

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

0.024%

Best day

0.549%

22/04/2026
Worst day

-0.63%

16/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $49.54 $49.54 $49.48 $49.54 800
15/07/2026 $49.52 $49.56 $49.52 $49.52 1,400
14/07/2026 $49.54 $49.56 $49.46 $49.53 2,300
13/07/2026 $49.47 $49.55 $49.46 $49.51 13,400
10/07/2026 $49.48 $49.52 $49.44 $49.48 8,300
09/07/2026 $49.49 $49.54 $49.45 $49.49 16,800
08/07/2026 $49.58 $49.58 $49.45 $49.48 2,600
07/07/2026 $49.59 $49.59 $49.58 $49.58 1,700
06/07/2026 $49.03 $49.58 $49.03 $49.55 5,600
02/07/2026 $49.52 $49.56 $49.50 $49.52 800