Summary
EFAV
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 12.30% Volatility 12.27% Sharpe 1.51
Official loaded data — not a live quote.

ISHARES MSCI EAFE MIN VOL FACTOR ETF

Symbol: EFAV

Exchange: BATS

Sector: Financial_Services

Category: Foreign Large Blend

Inception date: 18/10/2011

Latest date: 16/07/2026

Current price: $90.26

Expense ratio: 0.20%

Assets under management
$5.1B
0.24% 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

1.90%

Ann. -14.85% (Sharpe / Sortino numerator)

Volatility

17.32%

Sharpe ratio

-1.067

VaR 95%

-1.97%

CVaR 95%: -2.09%
Max drawdown: -3.74%
Sortino ratio: -1.560
Calmar ratio: -3.97

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

-1.10%

Ann. 27.74% (Sharpe / Sortino numerator)

Volatility

12.91%

Sharpe ratio

1.868

VaR 95%

-1.56%

CVaR 95%: -1.84%
Max drawdown: -6.46%
Sortino ratio: 2.383
Calmar ratio: 4.29

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

5.26%

Ann. 20.91% (Sharpe / Sortino numerator)

Volatility

10.72%

Sharpe ratio

1.612

VaR 95%

-1.13%

CVaR 95%: -1.61%
Max drawdown: -6.46%
Sortino ratio: 2.166
Calmar ratio: 3.24

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

12.30%

Ann. 22.18% (Sharpe / Sortino numerator)

Volatility

12.27%

Sharpe ratio

1.512

VaR 95%

-1.18%

CVaR 95%: -1.87%
Max drawdown: -7.14%
Sortino ratio: 1.861
Calmar ratio: 3.11

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

34.28%

Ann. 18.45% (Sharpe / Sortino numerator)

Volatility

11.22%

Sharpe ratio

1.321

VaR 95%

-1.02%

CVaR 95%: -1.62%
Max drawdown: -8.65%
Sortino ratio: 1.776
Calmar ratio: 2.13

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

45.12%

Ann. 14.46% (Sharpe / Sortino numerator)

Volatility

10.67%

Sharpe ratio

1.015

VaR 95%

-0.99%

CVaR 95%: -1.48%
Max drawdown: -9.21%
Sortino ratio: 1.443
Calmar ratio: 1.57

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

0.048%

Best day

2.064%

02/07/2026
Worst day

-2.15%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $90.04 $90.45 $89.79 $90.26 909,200
15/07/2026 $89.70 $90.31 $89.70 $90.17 352,300
14/07/2026 $90.20 $90.59 $90.00 $90.03 201,300
13/07/2026 $89.67 $90.07 $89.59 $89.72 446,100
10/07/2026 $89.50 $89.72 $89.21 $89.62 447,700
09/07/2026 $89.50 $89.52 $89.32 $89.38 451,500
08/07/2026 $89.55 $89.68 $89.07 $89.63 483,400
07/07/2026 $89.90 $90.27 $89.60 $89.74 418,600
06/07/2026 $89.38 $89.38 $88.89 $89.28 249,500
02/07/2026 $88.58 $89.32 $88.58 $89.02 461,000