Summary
EAOK
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 12.61% Volatility 6.50% Sharpe 0.77
Official loaded data — not a live quote.

ISHARES ESG AWARE CONSERVATIVE ALLOCATION ETF

Symbol: EAOK

Exchange: BATS

Sector: Technology

Category: Global Conservative Allocation

Inception date: 12/06/2020

Latest date: 02/06/2026

Current price: $28.36

Expense ratio: 0.18%

Assets under management
$9.1M
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

2.00%

Ann. -25.24% (Sharpe / Sortino numerator)

Volatility

9.54%

Sharpe ratio

-3.028

VaR 95%

-0.97%

CVaR 95%: -1.10%
Max drawdown: -3.70%
Sortino ratio: -5.409
Calmar ratio: -6.82

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

1.91%

Ann. -3.77% (Sharpe / Sortino numerator)

Volatility

6.74%

Sharpe ratio

-1.097

VaR 95%

-0.81%

CVaR 95%: -0.96%
Max drawdown: -4.69%
Sortino ratio: -1.438
Calmar ratio: -0.80

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

4.36%

Ann. 0.69% (Sharpe / Sortino numerator)

Volatility

5.66%

Sharpe ratio

-0.520

VaR 95%

-0.65%

CVaR 95%: -0.85%
Max drawdown: -4.69%
Sortino ratio: -0.679
Calmar ratio: 0.15

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.

Period total return

12.61%

Ann. 8.62% (Sharpe / Sortino numerator)

Volatility

6.50%

Sharpe ratio

0.768

VaR 95%

-0.66%

CVaR 95%: -0.98%
Max drawdown: -4.69%
Sortino ratio: 1.015
Calmar ratio: 1.84

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

19.58%

Ann. 7.63% (Sharpe / Sortino numerator)

Volatility

6.12%

Sharpe ratio

0.654

VaR 95%

-0.62%

CVaR 95%: -0.89%
Max drawdown: -5.29%
Sortino ratio: 0.914
Calmar ratio: 1.44

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

28.07%

Ann. 7.29% (Sharpe / Sortino numerator)

Volatility

6.25%

Sharpe ratio

0.586

VaR 95%

-0.64%

CVaR 95%: -0.88%
Max drawdown: -7.08%
Sortino ratio: 0.865
Calmar ratio: 1.03

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

0.048%

Best day

1.129%

08/04/2026
Worst day

-1.194%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $28.36 $28.36 $28.36 $28.36 100
01/06/2026 $28.36 $28.36 $28.36 $28.36 200
29/05/2026 $28.35 $28.35 $28.35 $28.35 100
28/05/2026 $28.32 $28.32 $28.32 $28.32 100
27/05/2026 $28.24 $28.24 $28.24 $28.24 100
26/05/2026 $28.23 $28.23 $28.23 $28.23 200
22/05/2026 $28.06 $28.06 $28.06 $28.06 100
21/05/2026 $27.91 $28.02 $27.90 $28.02 1,100
20/05/2026 $27.97 $27.97 $27.97 $27.97 100
19/05/2026 $27.74 $27.74 $27.74 $27.74 100