Summary
EZU
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 18.66% Volatility 19.06% Sharpe 0.92
Official loaded data — not a live quote.

ISHARES MSCI EUROZONE ETF

Symbol: EZU

Exchange: BATS

Sector: Financial_Services

Category: Europe Stock

Inception date: 25/07/2000

Latest date: 16/07/2026

Current price: $68.24

Expense ratio: 0.50%

Assets under management
$9.6B
0.04% 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

-1.59%

Ann. -46.43% (Sharpe / Sortino numerator)

Volatility

29.16%

Sharpe ratio

-1.717

VaR 95%

-3.34%

CVaR 95%: -3.55%
Max drawdown: -7.87%
Sortino ratio: -3.112
Calmar ratio: -5.90

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

3.61%

Ann. -11.36% (Sharpe / Sortino numerator)

Volatility

21.06%

Sharpe ratio

-0.712

VaR 95%

-2.12%

CVaR 95%: -2.96%
Max drawdown: -13.06%
Sortino ratio: -0.987
Calmar ratio: -0.87

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

5.15%

Ann. 2.30% (Sharpe / Sortino numerator)

Volatility

17.09%

Sharpe ratio

-0.078

VaR 95%

-1.71%

CVaR 95%: -2.49%
Max drawdown: -13.06%
Sortino ratio: -0.107
Calmar ratio: 0.18

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

18.66%

Ann. 21.08% (Sharpe / Sortino numerator)

Volatility

19.06%

Sharpe ratio

0.916

VaR 95%

-1.71%

CVaR 95%: -2.62%
Max drawdown: -13.06%
Sortino ratio: 1.241
Calmar ratio: 1.61

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

42.61%

Ann. 15.08% (Sharpe / Sortino numerator)

Volatility

17.68%

Sharpe ratio

0.648

VaR 95%

-1.75%

CVaR 95%: -2.42%
Max drawdown: -15.02%
Sortino ratio: 0.920
Calmar ratio: 1.00

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

57.84%

Ann. 15.12% (Sharpe / Sortino numerator)

Volatility

16.61%

Sharpe ratio

0.692

VaR 95%

-1.70%

CVaR 95%: -2.24%
Max drawdown: -15.02%
Sortino ratio: 1.008
Calmar ratio: 1.01

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

0.074%

Best day

4.363%

08/04/2026
Worst day

-3.557%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $68.21 $68.58 $68.08 $68.24 693,000
15/07/2026 $68.69 $68.82 $68.06 $68.76 860,300
14/07/2026 $68.47 $68.83 $68.30 $68.33 543,000
13/07/2026 $68.56 $68.68 $67.77 $67.90 513,700
10/07/2026 $68.63 $68.74 $68.15 $68.56 466,700
09/07/2026 $68.59 $68.80 $68.17 $68.51 752,900
08/07/2026 $67.81 $68.23 $67.42 $68.19 726,800
07/07/2026 $69.47 $69.52 $68.65 $68.84 962,600
06/07/2026 $69.62 $69.94 $69.44 $69.88 988,600
02/07/2026 $69.50 $69.94 $68.90 $69.22 1,204,100