Summary
DMAX
Prices · period metrics · 12M
NAV as of 16/07/2026
30/05/2025 → 28/05/2026
Return 7.20% Volatility 2.34% Sharpe 2.16
Official loaded data — not a live quote.

ISHARES LARGE CAP MAX BUFFER DEC ETF

Symbol: DMAX

Exchange: BATS

Sector: Technology

Category: Defined Outcome

Inception date: 31/12/2024

Latest date: 16/07/2026

Current price: $27.43

Expense ratio: 0.50%

Assets under management
$136.8M
-0.05% 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

0.42%

Ann. 12.54% (Sharpe / Sortino numerator)

Volatility

1.34%

Sharpe ratio

6.643

VaR 95%

-0.11%

CVaR 95%: -0.11%
Max drawdown: -0.17%
Sortino ratio: 12.178
Calmar ratio: 75.84

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

1.89%

Ann. 7.72% (Sharpe / Sortino numerator)

Volatility

2.52%

Sharpe ratio

1.624

VaR 95%

-0.30%

CVaR 95%: -0.33%
Max drawdown: -1.28%
Sortino ratio: 2.378
Calmar ratio: 6.02

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

2.83%

Ann. 6.55% (Sharpe / Sortino numerator)

Volatility

2.20%

Sharpe ratio

1.326

VaR 95%

-0.21%

CVaR 95%: -0.29%
Max drawdown: -1.41%
Sortino ratio: 1.984
Calmar ratio: 4.63

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

7.20%

Ann. 8.69% (Sharpe / Sortino numerator)

Volatility

2.34%

Sharpe ratio

2.163

VaR 95%

-0.24%

CVaR 95%: -0.32%
Max drawdown: -1.41%
Sortino ratio: 3.153
Calmar ratio: 6.15

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

0.028%

Best day

0.428%

08/04/2026
Worst day

-0.393%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $27.45 $27.45 $27.42 $27.43 8,000
15/07/2026 $27.47 $27.47 $27.44 $27.45 6,600
14/07/2026 $27.43 $27.46 $27.41 $27.44 9,900
13/07/2026 $27.43 $27.43 $27.41 $27.41 2,000
10/07/2026 $27.45 $27.45 $27.42 $27.43 6,700
09/07/2026 $27.38 $27.42 $27.38 $27.41 6,100
08/07/2026 $27.37 $27.39 $27.33 $27.37 59,200
07/07/2026 $27.38 $27.41 $27.37 $27.37 26,100
06/07/2026 $27.40 $27.43 $27.37 $27.39 27,200
02/07/2026 $27.35 $27.36 $27.32 $27.34 9,500