Summary
EXI
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 19.38% Volatility 18.92% Sharpe 1.25
Official loaded data — not a live quote.

ISHARES GLOBAL INDUSTRIALS ETF

Symbol: EXI

Exchange: NYSE

Sector: Industrials

Category: Industrials

Inception date: 12/09/2006

Latest date: 16/07/2026

Current price: $195.65

Expense ratio: 0.39%

Assets under management
$1.4B
0.42% 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

-0.57%

Ann. -58.18% (Sharpe / Sortino numerator)

Volatility

26.05%

Sharpe ratio

-2.373

VaR 95%

-2.52%

CVaR 95%: -2.62%
Max drawdown: -10.70%
Sortino ratio: -4.512
Calmar ratio: -5.44

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.

Period total return

1.92%

Ann. 16.05% (Sharpe / Sortino numerator)

Volatility

20.13%

Sharpe ratio

0.617

VaR 95%

-2.37%

CVaR 95%: -2.50%
Max drawdown: -12.35%
Sortino ratio: 0.965
Calmar ratio: 1.30

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

4.76%

Ann. 14.02% (Sharpe / Sortino numerator)

Volatility

16.89%

Sharpe ratio

0.615

VaR 95%

-1.94%

CVaR 95%: -2.34%
Max drawdown: -12.35%
Sortino ratio: 0.900
Calmar ratio: 1.13

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

19.38%

Ann. 27.20% (Sharpe / Sortino numerator)

Volatility

18.92%

Sharpe ratio

1.246

VaR 95%

-1.47%

CVaR 95%: -2.64%
Max drawdown: -12.35%
Sortino ratio: 1.615
Calmar ratio: 2.20

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

41.26%

Ann. 17.44% (Sharpe / Sortino numerator)

Volatility

16.66%

Sharpe ratio

0.829

VaR 95%

-1.46%

CVaR 95%: -2.30%
Max drawdown: -14.38%
Sortino ratio: 1.150
Calmar ratio: 1.21

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

67.18%

Ann. 19.32% (Sharpe / Sortino numerator)

Volatility

15.43%

Sharpe ratio

1.016

VaR 95%

-1.36%

CVaR 95%: -2.07%
Max drawdown: -14.38%
Sortino ratio: 1.440
Calmar ratio: 1.34

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

0.076%

Best day

4.595%

08/04/2026
Worst day

-2.798%

10/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $194.84 $196.14 $194.84 $195.65 26,800
15/07/2026 $197.25 $197.25 $194.77 $196.35 56,100
14/07/2026 $197.33 $197.70 $196.23 $196.44 26,700
13/07/2026 $196.83 $197.21 $195.32 $195.40 27,700
10/07/2026 $197.29 $198.61 $197.29 $198.01 19,700
09/07/2026 $197.77 $198.10 $196.86 $197.11 65,500
08/07/2026 $195.96 $196.79 $194.55 $196.34 24,700
07/07/2026 $201.69 $201.69 $197.93 $199.01 33,300
06/07/2026 $201.61 $203.20 $201.61 $203.05 23,000
02/07/2026 $201.10 $201.89 $198.82 $200.42 37,400