Summary
FIBR
Prices · period metrics · 12M
NAV as of 10/07/2026
02/04/2025 → 02/04/2026
Return 3.83% Volatility 3.93% Sharpe 0.56
Official loaded data — not a live quote.

ISHARES U.S. FIXED INCOME BALANCED RISK SYSTEMATIC ETF

Symbol: FIBR

Exchange: BATS

Sector: Energy

Category: Corporate Bond

Inception date: 24/02/2015

Latest date: 10/07/2026

Current price: $87.85

Expense ratio: 0.25%

Assets under management
$89.3M
-0.07% 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

-0.12%

Ann. -16.76% (Sharpe / Sortino numerator)

Volatility

6.55%

Sharpe ratio

-3.114

VaR 95%

-0.61%

CVaR 95%: -0.82%
Max drawdown: -2.32%
Sortino ratio: -5.020
Calmar ratio: -7.23

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

-0.56%

Ann. -2.43% (Sharpe / Sortino numerator)

Volatility

5.09%

Sharpe ratio

-1.192

VaR 95%

-0.50%

CVaR 95%: -0.67%
Max drawdown: -3.26%
Sortino ratio: -1.634
Calmar ratio: -0.75

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

-0.50%

Ann. 0.10% (Sharpe / Sortino numerator)

Volatility

4.31%

Sharpe ratio

-0.818

VaR 95%

-0.48%

CVaR 95%: -0.60%
Max drawdown: -3.26%
Sortino ratio: -1.138
Calmar ratio: 0.03

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

3.83%

Ann. 5.84% (Sharpe / Sortino numerator)

Volatility

3.93%

Sharpe ratio

0.562

VaR 95%

-0.44%

CVaR 95%: -0.57%
Max drawdown: -3.26%
Sortino ratio: 0.784
Calmar ratio: 1.79

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

10.26%

Ann. 6.73% (Sharpe / Sortino numerator)

Volatility

3.52%

Sharpe ratio

0.880

VaR 95%

-0.36%

CVaR 95%: -0.52%
Max drawdown: -3.26%
Sortino ratio: 1.209
Calmar ratio: 2.06

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.

Period total return

19.54%

Ann. 6.39% (Sharpe / Sortino numerator)

Volatility

4.52%

Sharpe ratio

0.610

VaR 95%

-0.46%

CVaR 95%: -0.61%
Max drawdown: -3.26%
Sortino ratio: 0.915
Calmar ratio: 1.96

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: 10/07/2025 - 10/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.016%

Best day

0.683%

05/01/2026
Worst day

-1.02%

20/03/2026
Days with data

246

Recent price history (last 90 days)

Date Open High Low Close Volume
10/07/2026 $87.91 $87.94 $87.80 $87.85 33,865
02/07/2026 $88.20 $88.37 $88.19 $88.33 38,668
01/07/2026 $88.14 $88.33 $88.14 $88.20 55,139
30/06/2026 $88.90 $88.93 $88.71 $88.72 41,981
29/06/2026 $89.04 $89.10 $88.94 $89.10 67,947
26/06/2026 $88.85 $89.05 $88.85 $88.98 38,170
25/06/2026 $88.93 $89.04 $88.90 $88.91 46,438
24/06/2026 $88.72 $88.94 $88.72 $88.85 64,643
23/06/2026 $88.38 $88.56 $88.36 $88.46 38,150
22/06/2026 $88.38 $88.47 $88.30 $88.46 87,878