Summary
ERET
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 16.30% Volatility 16.15% Sharpe 0.41
Official loaded data — not a live quote.

ISHARES ENVIRONMENTALLY AWARE REAL ESTATE ETF

Symbol: ERET

Exchange: NASDAQ

Sector: Realestate

Category: Global Real Estate

Inception date: 15/11/2022

Latest date: 16/07/2026

Current price: $29.70

Expense ratio: 0.30%

Assets under management
$13.8M
1.80% 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

2.63%

Ann. -53.92% (Sharpe / Sortino numerator)

Volatility

17.56%

Sharpe ratio

-3.278

VaR 95%

-1.46%

CVaR 95%: -2.34%
Max drawdown: -9.00%
Sortino ratio: -4.707
Calmar ratio: -5.99

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

3.26%

Ann. 11.97% (Sharpe / Sortino numerator)

Volatility

13.86%

Sharpe ratio

0.601

VaR 95%

-1.42%

CVaR 95%: -1.89%
Max drawdown: -10.47%
Sortino ratio: 0.751
Calmar ratio: 1.14

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

7.93%

Ann. 5.44% (Sharpe / Sortino numerator)

Volatility

11.88%

Sharpe ratio

0.153

VaR 95%

-1.18%

CVaR 95%: -1.70%
Max drawdown: -10.47%
Sortino ratio: 0.198
Calmar ratio: 0.52

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

16.30%

Ann. 10.26% (Sharpe / Sortino numerator)

Volatility

16.15%

Sharpe ratio

0.410

VaR 95%

-1.39%

CVaR 95%: -2.36%
Max drawdown: -10.47%
Sortino ratio: 0.525
Calmar ratio: 0.98

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

22.68%

Ann. 9.26% (Sharpe / Sortino numerator)

Volatility

15.04%

Sharpe ratio

0.374

VaR 95%

-1.43%

CVaR 95%: -2.19%
Max drawdown: -17.61%
Sortino ratio: 0.502
Calmar ratio: 0.53

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

29.39%

Ann. 7.76% (Sharpe / Sortino numerator)

Volatility

15.47%

Sharpe ratio

0.267

VaR 95%

-1.49%

CVaR 95%: -2.16%
Max drawdown: -17.61%
Sortino ratio: 0.391
Calmar ratio: 0.44

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

0.063%

Best day

2.586%

08/04/2026
Worst day

-3.163%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $29.17 $29.70 $29.17 $29.70 600
15/07/2026 $29.22 $29.30 $29.18 $29.22 1,000
14/07/2026 $29.18 $29.18 $29.17 $29.17 300
13/07/2026 $29.09 $29.09 $29.09 $29.09 300
10/07/2026 $29.06 $29.06 $29.06 $29.06 200
09/07/2026 $28.93 $28.93 $28.93 $28.93 100
08/07/2026 $28.92 $28.92 $28.92 $28.92 300
07/07/2026 $29.33 $29.52 $29.33 $29.39 700
06/07/2026 $29.14 $29.17 $28.96 $29.17 3,600
02/07/2026 $29.11 $29.22 $29.11 $29.22 300