Summary
EAOR
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 19.56% Volatility 11.08% Sharpe 0.88
Official loaded data — not a live quote.

ISHARES ESG AWARE GROWTH ALLOCATION ETF

Symbol: EAOR

Exchange: BATS

Sector: Technology

Category: Global Moderate Allocation

Inception date: 12/06/2020

Latest date: 03/06/2026

Current price: $37.81

Expense ratio: 0.18%

Assets under management
$32.1M
-0.20% 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

3.41%

Ann. -35.34% (Sharpe / Sortino numerator)

Volatility

14.20%

Sharpe ratio

-2.745

VaR 95%

-1.30%

CVaR 95%: -1.44%
Max drawdown: -5.22%
Sortino ratio: -5.038
Calmar ratio: -6.77

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

6.06%

Ann. -6.66% (Sharpe / Sortino numerator)

Volatility

10.64%

Sharpe ratio

-0.967

VaR 95%

-1.24%

CVaR 95%: -1.35%
Max drawdown: -7.05%
Sortino ratio: -1.446
Calmar ratio: -0.94

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

7.84%

Ann. 0.58% (Sharpe / Sortino numerator)

Volatility

9.34%

Sharpe ratio

-0.327

VaR 95%

-1.03%

CVaR 95%: -1.33%
Max drawdown: -7.05%
Sortino ratio: -0.462
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

19.56%

Ann. 13.40% (Sharpe / Sortino numerator)

Volatility

11.08%

Sharpe ratio

0.882

VaR 95%

-1.01%

CVaR 95%: -1.61%
Max drawdown: -7.05%
Sortino ratio: 1.128
Calmar ratio: 1.90

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

30.57%

Ann. 10.42% (Sharpe / Sortino numerator)

Volatility

9.85%

Sharpe ratio

0.689

VaR 95%

-0.97%

CVaR 95%: -1.41%
Max drawdown: -10.28%
Sortino ratio: 0.924
Calmar ratio: 1.01

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

47.26%

Ann. 11.20% (Sharpe / Sortino numerator)

Volatility

9.32%

Sharpe ratio

0.812

VaR 95%

-0.88%

CVaR 95%: -1.30%
Max drawdown: -10.28%
Sortino ratio: 1.149
Calmar ratio: 1.09

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

0.073%

Best day

1.985%

08/04/2026
Worst day

-1.627%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $37.89 $37.89 $37.80 $37.81 2,100
02/06/2026 $37.98 $38.06 $37.98 $38.06 1,300
01/06/2026 $37.89 $37.92 $37.89 $37.92 300
29/05/2026 $37.91 $37.91 $37.81 $37.83 1,100
28/05/2026 $37.65 $37.80 $37.65 $37.77 800
27/05/2026 $37.71 $37.71 $37.63 $37.63 200
26/05/2026 $37.66 $37.69 $37.59 $37.65 1,500
22/05/2026 $37.41 $37.41 $37.33 $37.33 200
21/05/2026 $37.24 $37.24 $37.24 $37.24 400
20/05/2026 $36.96 $37.16 $36.84 $37.16 400