Summary
EAOA
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 24.37% Volatility 14.06% Sharpe 0.92
Official loaded data — not a live quote.

ISHARES ESG AWARE AGGRESSIVE ALLOCATION ETF

Symbol: EAOA

Exchange: BATS

Sector: Technology

Category: Global Aggressive Allocation

Inception date: 12/06/2020

Latest date: 03/06/2026

Current price: $45.34

Expense ratio: 0.18%

Assets under management
$35.9M
-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

4.36%

Ann. -39.22% (Sharpe / Sortino numerator)

Volatility

17.77%

Sharpe ratio

-2.411

VaR 95%

-1.66%

CVaR 95%: -1.76%
Max drawdown: -6.40%
Sortino ratio: -4.247
Calmar ratio: -6.13

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

8.46%

Ann. -7.90% (Sharpe / Sortino numerator)

Volatility

13.56%

Sharpe ratio

-0.850

VaR 95%

-1.54%

CVaR 95%: -1.67%
Max drawdown: -8.48%
Sortino ratio: -1.305
Calmar ratio: -0.93

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

10.44%

Ann. 0.72% (Sharpe / Sortino numerator)

Volatility

11.92%

Sharpe ratio

-0.245

VaR 95%

-1.28%

CVaR 95%: -1.66%
Max drawdown: -8.48%
Sortino ratio: -0.352
Calmar ratio: 0.08

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

24.37%

Ann. 16.63% (Sharpe / Sortino numerator)

Volatility

14.06%

Sharpe ratio

0.925

VaR 95%

-1.20%

CVaR 95%: -1.99%
Max drawdown: -8.48%
Sortino ratio: 1.182
Calmar ratio: 1.96

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

38.23%

Ann. 12.26% (Sharpe / Sortino numerator)

Volatility

12.54%

Sharpe ratio

0.688

VaR 95%

-1.20%

CVaR 95%: -1.79%
Max drawdown: -13.84%
Sortino ratio: 0.908
Calmar ratio: 0.89

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

60.87%

Ann. 13.83% (Sharpe / Sortino numerator)

Volatility

11.66%

Sharpe ratio

0.875

VaR 95%

-1.17%

CVaR 95%: -1.63%
Max drawdown: -13.84%
Sortino ratio: 1.213
Calmar ratio: 1.00

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.089%

Best day

2.562%

08/04/2026
Worst day

-2.087%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $45.41 $45.41 $45.29 $45.34 500
02/06/2026 $45.60 $45.66 $45.58 $45.66 9,200
01/06/2026 $45.49 $45.49 $45.49 $45.49 100
29/05/2026 $45.40 $45.40 $45.34 $45.34 500
28/05/2026 $45.16 $45.25 $45.16 $45.25 400
27/05/2026 $45.03 $45.06 $45.03 $45.06 400
26/05/2026 $45.05 $45.10 $45.02 $45.10 1,000
22/05/2026 $44.74 $44.74 $44.64 $44.64 500
21/05/2026 $44.33 $44.52 $44.33 $44.52 400
20/05/2026 $44.25 $44.39 $44.25 $44.39 500