Summary
EPU
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 79.75% Volatility 29.54% Sharpe 2.81
Official loaded data — not a live quote.

ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF

Symbol: EPU

Exchange: NYSE

Sector: Basic_Materials

Category: Focused Region

Inception date: 19/06/2009

Latest date: 16/07/2026

Current price: $84.53

Expense ratio: 0.59%

Assets under management
$523.9M
-1.51% 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

-4.06%

Ann. -77.30% (Sharpe / Sortino numerator)

Volatility

47.91%

Sharpe ratio

-1.689

VaR 95%

-4.55%

CVaR 95%: -5.50%
Max drawdown: -16.24%
Sortino ratio: -2.971
Calmar ratio: -4.76

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

1.51%

Ann. 59.50% (Sharpe / Sortino numerator)

Volatility

41.28%

Sharpe ratio

1.353

VaR 95%

-4.41%

CVaR 95%: -5.53%
Max drawdown: -20.85%
Sortino ratio: 1.973
Calmar ratio: 2.85

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

3.99%

Ann. 79.14% (Sharpe / Sortino numerator)

Volatility

34.29%

Sharpe ratio

2.202

VaR 95%

-3.39%

CVaR 95%: -4.78%
Max drawdown: -20.85%
Sortino ratio: 2.916
Calmar ratio: 3.79

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

79.75%

Ann. 86.51% (Sharpe / Sortino numerator)

Volatility

29.54%

Sharpe ratio

2.806

VaR 95%

-3.00%

CVaR 95%: -4.42%
Max drawdown: -20.85%
Sortino ratio: 3.471
Calmar ratio: 4.15

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

114.58%

Ann. 50.09% (Sharpe / Sortino numerator)

Volatility

25.38%

Sharpe ratio

1.831

VaR 95%

-2.56%

CVaR 95%: -3.73%
Max drawdown: -20.85%
Sortino ratio: 2.410
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

191.11%

Ann. 44.81% (Sharpe / Sortino numerator)

Volatility

23.13%

Sharpe ratio

1.780

VaR 95%

-2.09%

CVaR 95%: -3.30%
Max drawdown: -20.85%
Sortino ratio: 2.457
Calmar ratio: 2.15

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

0.254%

Best day

5.988%

31/03/2026
Worst day

-6.449%

30/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $85.83 $85.83 $84.53 $84.53 22,700
15/07/2026 $86.79 $87.03 $86.00 $86.70 41,800
14/07/2026 $86.40 $87.31 $86.17 $86.76 16,400
13/07/2026 $86.00 $86.40 $84.71 $85.21 40,100
10/07/2026 $86.00 $86.36 $85.67 $86.36 14,500
09/07/2026 $83.83 $85.66 $83.43 $85.63 42,600
08/07/2026 $82.62 $84.25 $81.59 $82.42 131,200
07/07/2026 $84.45 $84.52 $83.12 $83.45 15,900
06/07/2026 $85.02 $85.28 $84.80 $85.28 17,800
02/07/2026 $83.98 $84.99 $83.65 $84.13 26,600