Summary
EPOL
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 32.37% Volatility 27.58% Sharpe 1.12
Official loaded data — not a live quote.

ISHARES MSCI POLAND ETF

Symbol: EPOL

Exchange: NYSE

Sector: Financial_Services

Category: Focused Region

Inception date: 25/05/2010

Latest date: 16/07/2026

Current price: $40.64

Expense ratio: 0.59%

Assets under management
$679.2M
-0.12% 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

-0.12%

Ann. -14.76% (Sharpe / Sortino numerator)

Volatility

35.34%

Sharpe ratio

-0.520

VaR 95%

-2.94%

CVaR 95%: -3.94%
Max drawdown: -4.78%
Sortino ratio: -0.972
Calmar ratio: -3.09

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

2.53%

Ann. 5.96% (Sharpe / Sortino numerator)

Volatility

26.88%

Sharpe ratio

0.087

VaR 95%

-2.40%

CVaR 95%: -3.18%
Max drawdown: -11.04%
Sortino ratio: 0.138
Calmar ratio: 0.54

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

13.98%

Ann. 34.51% (Sharpe / Sortino numerator)

Volatility

23.23%

Sharpe ratio

1.329

VaR 95%

-2.21%

CVaR 95%: -2.79%
Max drawdown: -11.04%
Sortino ratio: 2.180
Calmar ratio: 3.13

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

32.37%

Ann. 34.48% (Sharpe / Sortino numerator)

Volatility

27.58%

Sharpe ratio

1.119

VaR 95%

-2.29%

CVaR 95%: -3.48%
Max drawdown: -11.04%
Sortino ratio: 1.660
Calmar ratio: 3.12

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

81.35%

Ann. 31.63% (Sharpe / Sortino numerator)

Volatility

26.30%

Sharpe ratio

1.065

VaR 95%

-2.44%

CVaR 95%: -3.34%
Max drawdown: -17.05%
Sortino ratio: 1.634
Calmar ratio: 1.86

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

123.30%

Ann. 39.71% (Sharpe / Sortino numerator)

Volatility

26.33%

Sharpe ratio

1.370

VaR 95%

-2.41%

CVaR 95%: -3.26%
Max drawdown: -21.81%
Sortino ratio: 2.223
Calmar ratio: 1.82

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.

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

0.122%

Best day

5.11%

31/03/2026
Worst day

-4.771%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $40.69 $40.81 $40.56 $40.64 253,100
15/07/2026 $40.78 $41.11 $40.65 $41.05 107,900
14/07/2026 $40.64 $41.00 $40.56 $40.78 199,100
13/07/2026 $40.61 $40.66 $40.11 $40.16 246,800
10/07/2026 $40.17 $40.50 $40.07 $40.37 159,700
09/07/2026 $39.87 $39.87 $39.56 $39.58 813,700
08/07/2026 $39.34 $39.79 $39.31 $39.78 202,700
07/07/2026 $39.87 $39.95 $39.38 $39.45 232,200
06/07/2026 $39.73 $39.94 $39.68 $39.90 302,900
02/07/2026 $39.56 $39.83 $39.23 $39.44 1,348,200