Summary
CMBS
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 4.42% Volatility 3.85% Sharpe 0.19
Official loaded data — not a live quote.

ISHARES CMBS ETF

Symbol: CMBS

Exchange: NYSE

Sector: N/A

Category: Securitized Bond - Focused

Inception date: 14/02/2012

Latest date: 16/07/2026

Current price: $48.51

Expense ratio: 0.25%

Assets under management
$476.3M
0.14% 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

-0.19%

Ann. -16.55% (Sharpe / Sortino numerator)

Volatility

4.75%

Sharpe ratio

-4.249

VaR 95%

-0.43%

CVaR 95%: -0.44%
Max drawdown: -2.04%
Sortino ratio: -10.234
Calmar ratio: -8.12

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

0.07%

Ann. -2.85% (Sharpe / Sortino numerator)

Volatility

4.22%

Sharpe ratio

-1.537

VaR 95%

-0.39%

CVaR 95%: -0.45%
Max drawdown: -2.73%
Sortino ratio: -2.897
Calmar ratio: -1.04

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

0.37%

Ann. 0.58% (Sharpe / Sortino numerator)

Volatility

3.68%

Sharpe ratio

-0.829

VaR 95%

-0.35%

CVaR 95%: -0.42%
Max drawdown: -2.73%
Sortino ratio: -1.555
Calmar ratio: 0.21

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

4.42%

Ann. 4.35% (Sharpe / Sortino numerator)

Volatility

3.85%

Sharpe ratio

0.187

VaR 95%

-0.37%

CVaR 95%: -0.48%
Max drawdown: -2.73%
Sortino ratio: 0.320
Calmar ratio: 1.59

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

10.09%

Ann. 5.40% (Sharpe / Sortino numerator)

Volatility

4.40%

Sharpe ratio

0.402

VaR 95%

-0.44%

CVaR 95%: -0.57%
Max drawdown: -3.07%
Sortino ratio: 0.647
Calmar ratio: 1.76

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

16.94%

Ann. 5.10% (Sharpe / Sortino numerator)

Volatility

4.69%

Sharpe ratio

0.314

VaR 95%

-0.44%

CVaR 95%: -0.59%
Max drawdown: -4.90%
Sortino ratio: 0.532
Calmar ratio: 1.04

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

0.018%

Best day

0.686%

27/02/2026
Worst day

-0.547%

02/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $48.44 $48.51 $48.37 $48.51 34,800
15/07/2026 $48.35 $48.48 $48.29 $48.48 28,200
14/07/2026 $48.37 $48.44 $48.24 $48.34 33,600
13/07/2026 $48.42 $48.47 $48.29 $48.38 17,300
10/07/2026 $48.42 $48.52 $48.35 $48.43 21,200
09/07/2026 $48.25 $48.45 $48.25 $48.35 8,100
08/07/2026 $48.42 $48.44 $48.26 $48.32 30,900
07/07/2026 $48.48 $48.62 $48.43 $48.47 25,800
06/07/2026 $48.48 $48.58 $48.39 $48.56 29,200
02/07/2026 $48.47 $48.56 $48.37 $48.55 28,900