Summary
EPHE
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return -0.89% Volatility 20.60% Sharpe -0.25
Official loaded data — not a live quote.

ISHARES MSCI PHILIPPINES ETF

Symbol: EPHE

Exchange: NYSE

Sector: Industrials

Category: Focused Region

Inception date: 28/09/2010

Latest date: 16/07/2026

Current price: $25.41

Expense ratio: 0.59%

Assets under management
$128.4M
0.43% 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

-2.34%

Ann. -61.24% (Sharpe / Sortino numerator)

Volatility

24.94%

Sharpe ratio

-2.601

VaR 95%

-2.19%

CVaR 95%: -2.69%
Max drawdown: -9.61%
Sortino ratio: -5.518
Calmar ratio: -6.37

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

2.32%

Ann. -9.59% (Sharpe / Sortino numerator)

Volatility

21.88%

Sharpe ratio

-0.604

VaR 95%

-2.21%

CVaR 95%: -2.91%
Max drawdown: -15.12%
Sortino ratio: -1.019
Calmar ratio: -0.63

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

-1.94%

Ann. -2.71% (Sharpe / Sortino numerator)

Volatility

19.90%

Sharpe ratio

-0.319

VaR 95%

-1.87%

CVaR 95%: -2.49%
Max drawdown: -15.12%
Sortino ratio: -0.544
Calmar ratio: -0.18

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

-0.89%

Ann. -1.51% (Sharpe / Sortino numerator)

Volatility

20.60%

Sharpe ratio

-0.250

VaR 95%

-2.01%

CVaR 95%: -2.82%
Max drawdown: -16.22%
Sortino ratio: -0.384
Calmar ratio: -0.09

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.

Period total return

5.27%

Ann. -3.36% (Sharpe / Sortino numerator)

Volatility

19.01%

Sharpe ratio

-0.368

VaR 95%

-1.95%

CVaR 95%: -2.48%
Max drawdown: -21.42%
Sortino ratio: -0.582
Calmar ratio: -0.16

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. -0.82% (Sharpe / Sortino numerator)

Volatility

17.51%

Sharpe ratio

-0.254

VaR 95%

-1.82%

CVaR 95%: -2.35%
Max drawdown: -21.42%
Sortino ratio: -0.398
Calmar ratio: -0.04

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

0.005%

Best day

6.607%

15/06/2026
Worst day

-3.583%

02/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $25.30 $25.45 $25.28 $25.41 69,900
15/07/2026 $25.05 $25.21 $24.99 $25.16 77,700
14/07/2026 $25.10 $25.19 $25.04 $25.18 89,100
13/07/2026 $25.09 $25.10 $24.93 $24.93 42,400
10/07/2026 $25.22 $25.27 $25.12 $25.27 42,600
09/07/2026 $25.03 $25.03 $24.81 $24.91 475,000
08/07/2026 $24.93 $25.10 $24.88 $25.02 34,400
07/07/2026 $25.04 $25.07 $24.90 $24.94 108,200
06/07/2026 $24.97 $25.06 $24.96 $25.02 49,500
02/07/2026 $24.56 $24.68 $24.42 $24.48 70,100