Summary
ETEC
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 63.76% Volatility 26.02% Sharpe 1.50
Official loaded data — not a live quote.

ISHARES BREAKTHROUGH ENVIRONMENTAL SOLUTIONS ETF

Symbol: ETEC

Exchange: NASDAQ

Sector: Industrials

Category: Miscellaneous Sector

Inception date: 28/03/2023

Latest date: 02/06/2026

Current price: $31.88

Expense ratio: 0.47%

Assets under management
$4.6M
0.47% 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

9.82%

Ann. -21.51% (Sharpe / Sortino numerator)

Volatility

29.09%

Sharpe ratio

-0.864

VaR 95%

-3.14%

CVaR 95%: -3.36%
Max drawdown: -5.95%
Sortino ratio: -1.756
Calmar ratio: -3.62

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

16.56%

Ann. 23.54% (Sharpe / Sortino numerator)

Volatility

23.38%

Sharpe ratio

0.852

VaR 95%

-2.06%

CVaR 95%: -2.86%
Max drawdown: -10.49%
Sortino ratio: 1.397
Calmar ratio: 2.24

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

30.05%

Ann. 16.94% (Sharpe / Sortino numerator)

Volatility

22.25%

Sharpe ratio

0.598

VaR 95%

-2.20%

CVaR 95%: -3.06%
Max drawdown: -10.49%
Sortino ratio: 0.911
Calmar ratio: 1.62

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

63.76%

Ann. 42.65% (Sharpe / Sortino numerator)

Volatility

26.02%

Sharpe ratio

1.500

VaR 95%

-2.15%

CVaR 95%: -3.70%
Max drawdown: -13.18%
Sortino ratio: 2.153
Calmar ratio: 3.24

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

45.53%

Ann. 12.98% (Sharpe / Sortino numerator)

Volatility

24.76%

Sharpe ratio

0.378

VaR 95%

-2.44%

CVaR 95%: -3.41%
Max drawdown: -30.75%
Sortino ratio: 0.574
Calmar ratio: 0.42

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

35.40%

Ann. 2.36% (Sharpe / Sortino numerator)

Volatility

23.80%

Sharpe ratio

-0.053

VaR 95%

-2.39%

CVaR 95%: -3.26%
Max drawdown: -39.72%
Sortino ratio: -0.083
Calmar ratio: 0.06

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.206%

Best day

4.688%

22/08/2025
Worst day

-4.487%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $31.73 $31.88 $31.67 $31.88 600
01/06/2026 $32.40 $32.40 $31.28 $31.41 1,200
29/05/2026 $31.63 $31.66 $31.63 $31.66 200
28/05/2026 $31.88 $31.88 $31.88 $31.88 100
27/05/2026 $31.49 $31.54 $31.49 $31.53 400
26/05/2026 $31.54 $31.54 $31.54 $31.54 100
22/05/2026 $30.61 $30.90 $30.61 $30.86 700
21/05/2026 $29.75 $30.20 $29.68 $30.20 400
20/05/2026 $29.12 $29.69 $29.12 $29.65 800
19/05/2026 $29.15 $29.15 $29.15 $29.15 200