Summary
EZA
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 26.97% Volatility 31.46% Sharpe 1.66
Official loaded data — not a live quote.

ISHARES MSCI SOUTH AFRICA ETF

Symbol: EZA

Exchange: NYSE

Sector: Financial_Services

Category: Focused Region

Inception date: 03/02/2003

Latest date: 16/07/2026

Current price: $62.94

Expense ratio: 0.59%

Assets under management
$544.3M
-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

-7.50%

Ann. -82.89% (Sharpe / Sortino numerator)

Volatility

51.30%

Sharpe ratio

-1.686

VaR 95%

-4.83%

CVaR 95%: -6.59%
Max drawdown: -15.82%
Sortino ratio: -2.520
Calmar ratio: -5.24

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

-10.95%

Ann. -7.89% (Sharpe / Sortino numerator)

Volatility

42.21%

Sharpe ratio

-0.273

VaR 95%

-3.99%

CVaR 95%: -6.39%
Max drawdown: -23.31%
Sortino ratio: -0.334
Calmar ratio: -0.34

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.

Period total return

-11.63%

Ann. 25.02% (Sharpe / Sortino numerator)

Volatility

35.66%

Sharpe ratio

0.600

VaR 95%

-3.66%

CVaR 95%: -5.35%
Max drawdown: -23.31%
Sortino ratio: 0.747
Calmar ratio: 1.07

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

26.97%

Ann. 55.87% (Sharpe / Sortino numerator)

Volatility

31.46%

Sharpe ratio

1.660

VaR 95%

-3.03%

CVaR 95%: -4.85%
Max drawdown: -23.31%
Sortino ratio: 2.038
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

60.21%

Ann. 40.42% (Sharpe / Sortino numerator)

Volatility

27.68%

Sharpe ratio

1.329

VaR 95%

-2.72%

CVaR 95%: -3.97%
Max drawdown: -23.31%
Sortino ratio: 1.761
Calmar ratio: 1.73

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

73.94%

Ann. 23.80% (Sharpe / Sortino numerator)

Volatility

27.26%

Sharpe ratio

0.740

VaR 95%

-2.72%

CVaR 95%: -3.77%
Max drawdown: -23.31%
Sortino ratio: 1.067
Calmar ratio: 1.02

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

0.116%

Best day

6.446%

08/04/2026
Worst day

-8.017%

30/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $63.24 $63.35 $62.70 $62.94 69,100
15/07/2026 $63.65 $64.12 $63.04 $63.74 143,800
14/07/2026 $63.46 $63.98 $63.32 $63.45 86,200
13/07/2026 $63.33 $63.54 $62.54 $62.76 277,400
10/07/2026 $63.45 $64.07 $63.25 $63.82 83,400
09/07/2026 $63.22 $63.65 $62.98 $63.28 103,100
08/07/2026 $62.43 $62.81 $61.52 $62.69 305,100
07/07/2026 $64.60 $64.63 $63.25 $63.59 60,800
06/07/2026 $64.60 $64.84 $64.16 $64.63 175,900
02/07/2026 $64.36 $64.94 $63.47 $64.00 167,400