Summary
BYLD
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 6.86% Volatility 4.66% Sharpe 0.25
Official loaded data — not a live quote.

ISHARES YIELD OPTIMIZED BOND ETF

Symbol: BYLD

Exchange: NYSE

Sector: Energy

Category: Multisector Bond

Inception date: 22/04/2014

Latest date: 02/06/2026

Current price: $22.59

Expense ratio: 0.13%

Assets under management
$387.0M
-0.04% 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

0.36%

Ann. -17.31% (Sharpe / Sortino numerator)

Volatility

6.66%

Sharpe ratio

-3.145

VaR 95%

-0.62%

CVaR 95%: -0.78%
Max drawdown: -2.70%
Sortino ratio: -5.679
Calmar ratio: -6.42

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

-0.25%

Ann. -3.83% (Sharpe / Sortino numerator)

Volatility

4.72%

Sharpe ratio

-1.580

VaR 95%

-0.55%

CVaR 95%: -0.67%
Max drawdown: -3.44%
Sortino ratio: -2.128
Calmar ratio: -1.11

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

1.18%

Ann. -0.23% (Sharpe / Sortino numerator)

Volatility

3.95%

Sharpe ratio

-0.978

VaR 95%

-0.43%

CVaR 95%: -0.57%
Max drawdown: -3.44%
Sortino ratio: -1.321
Calmar ratio: -0.07

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

6.86%

Ann. 4.81% (Sharpe / Sortino numerator)

Volatility

4.66%

Sharpe ratio

0.254

VaR 95%

-0.44%

CVaR 95%: -0.71%
Max drawdown: -3.44%
Sortino ratio: 0.327
Calmar ratio: 1.40

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

11.72%

Ann. 5.83% (Sharpe / Sortino numerator)

Volatility

4.49%

Sharpe ratio

0.490

VaR 95%

-0.40%

CVaR 95%: -0.63%
Max drawdown: -3.44%
Sortino ratio: 0.683
Calmar ratio: 1.70

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

18.88%

Ann. 5.81% (Sharpe / Sortino numerator)

Volatility

4.73%

Sharpe ratio

0.460

VaR 95%

-0.47%

CVaR 95%: -0.65%
Max drawdown: -3.94%
Sortino ratio: 0.685
Calmar ratio: 1.47

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

0.027%

Best day

0.717%

20/05/2026
Worst day

-0.93%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $22.60 $22.60 $22.57 $22.59 89,200
01/06/2026 $22.64 $22.67 $22.60 $22.67 108,100
29/05/2026 $22.67 $22.71 $22.66 $22.69 40,900
28/05/2026 $22.62 $22.72 $22.61 $22.67 846,600
27/05/2026 $22.62 $22.67 $22.60 $22.63 1,654,600
26/05/2026 $22.61 $22.61 $22.56 $22.60 64,900
22/05/2026 $22.53 $22.55 $22.46 $22.51 117,100
21/05/2026 $22.43 $22.51 $22.41 $22.50 632,400
20/05/2026 $22.37 $22.48 $22.35 $22.48 128,200
19/05/2026 $22.36 $22.37 $22.31 $22.32 85,100