Summary
EEMS
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 10.65% Volatility 17.76% Sharpe 1.26
Official loaded data — not a live quote.

ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF

Symbol: EEMS

Exchange: NYSE

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 16/08/2011

Latest date: 20/07/2026

Current price: $70.76

Expense ratio: 0.72%

Assets under management
$380.0M
-0.60% 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

-9.14%

Ann. -49.62% (Sharpe / Sortino numerator)

Volatility

31.22%

Sharpe ratio

-1.706

VaR 95%

-3.05%

CVaR 95%: -3.85%
Max drawdown: -4.53%
Sortino ratio: -2.286
Calmar ratio: -10.96

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

-7.03%

Ann. 6.03% (Sharpe / Sortino numerator)

Volatility

21.69%

Sharpe ratio

0.111

VaR 95%

-2.50%

CVaR 95%: -3.30%
Max drawdown: -10.87%
Sortino ratio: 0.130
Calmar ratio: 0.55

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

3.02%

Ann. 8.64% (Sharpe / Sortino numerator)

Volatility

17.62%

Sharpe ratio

0.284

VaR 95%

-1.85%

CVaR 95%: -2.87%
Max drawdown: -10.87%
Sortino ratio: 0.344
Calmar ratio: 0.79

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

10.65%

Ann. 26.08% (Sharpe / Sortino numerator)

Volatility

17.76%

Sharpe ratio

1.264

VaR 95%

-1.65%

CVaR 95%: -2.75%
Max drawdown: -10.87%
Sortino ratio: 1.571
Calmar ratio: 2.40

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

22.47%

Ann. 11.36% (Sharpe / Sortino numerator)

Volatility

15.94%

Sharpe ratio

0.485

VaR 95%

-1.51%

CVaR 95%: -2.45%
Max drawdown: -19.71%
Sortino ratio: 0.622
Calmar ratio: 0.58

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

38.50%

Ann. 14.40% (Sharpe / Sortino numerator)

Volatility

14.82%

Sharpe ratio

0.727

VaR 95%

-1.41%

CVaR 95%: -2.21%
Max drawdown: -19.71%
Sortino ratio: 0.963
Calmar ratio: 0.73

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.048%

Best day

4.919%

08/04/2026
Worst day

-5.21%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $71.19 $71.24 $70.72 $70.76 13,300
17/07/2026 $70.85 $72.05 $70.85 $71.69 67,600
16/07/2026 $72.96 $73.29 $72.73 $72.80 20,000
15/07/2026 $74.02 $74.11 $73.19 $73.80 29,200
14/07/2026 $73.56 $73.60 $73.38 $73.56 11,200
13/07/2026 $74.29 $74.29 $73.29 $73.43 39,000
10/07/2026 $74.69 $75.34 $74.69 $75.28 18,200
09/07/2026 $74.13 $74.59 $73.96 $74.57 223,600
08/07/2026 $73.02 $73.44 $72.33 $73.39 774,400
07/07/2026 $74.32 $74.32 $73.74 $73.88 16,300