Summary
EQLT
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 38.92% Volatility 20.57% Sharpe 1.35
Official loaded data — not a live quote.

ISHARES MSCI EMERGING MARKETS QUALITY FACTOR ETF

Symbol: EQLT

Exchange: BATS

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 04/09/2024

Latest date: 20/07/2026

Current price: $36.63

Expense ratio: 0.35%

Assets under management
$12.2M
-0.30% 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

-8.99%

Ann. -53.70% (Sharpe / Sortino numerator)

Volatility

36.46%

Sharpe ratio

-1.572

VaR 95%

-3.77%

CVaR 95%: -4.31%
Max drawdown: -6.50%
Sortino ratio: -2.584
Calmar ratio: -8.26

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

1.65%

Ann. 8.66% (Sharpe / Sortino numerator)

Volatility

26.64%

Sharpe ratio

0.189

VaR 95%

-2.92%

CVaR 95%: -3.78%
Max drawdown: -11.99%
Sortino ratio: 0.273
Calmar ratio: 0.72

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

17.09%

Ann. 17.95% (Sharpe / Sortino numerator)

Volatility

21.90%

Sharpe ratio

0.654

VaR 95%

-2.05%

CVaR 95%: -3.23%
Max drawdown: -11.99%
Sortino ratio: 0.904
Calmar ratio: 1.50

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

38.92%

Ann. 31.45% (Sharpe / Sortino numerator)

Volatility

20.57%

Sharpe ratio

1.353

VaR 95%

-1.78%

CVaR 95%: -3.18%
Max drawdown: -11.99%
Sortino ratio: 1.718
Calmar ratio: 2.62

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

3.54%

Ann. -5.39% (Sharpe / Sortino numerator)

Volatility

34.95%

Sharpe ratio

-0.258

VaR 95%

-1.70%

CVaR 95%: -4.23%
Max drawdown: -40.90%
Sortino ratio: -0.155
Calmar ratio: -0.13

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

3.54%

Ann. -3.63% (Sharpe / Sortino numerator)

Volatility

28.52%

Sharpe ratio

-0.255

VaR 95%

-1.22%

CVaR 95%: -3.34%
Max drawdown: -40.90%
Sortino ratio: -0.125
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.

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

0.142%

Best day

5.953%

08/04/2026
Worst day

-5.42%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $36.74 $36.79 $36.60 $36.63 4,500
17/07/2026 $36.41 $36.88 $36.40 $36.88 2,800
16/07/2026 $37.27 $37.27 $37.13 $37.13 600
15/07/2026 $37.76 $37.87 $37.68 $37.72 600
14/07/2026 $37.50 $37.56 $37.50 $37.56 400
13/07/2026 $37.36 $37.42 $37.13 $37.17 1,000
10/07/2026 $38.15 $38.15 $38.15 $38.15 400
09/07/2026 $38.04 $38.06 $38.04 $38.06 200
08/07/2026 $37.41 $37.65 $37.12 $37.65 2,700
07/07/2026 $37.49 $37.49 $37.49 $37.49 200