Summary
FILL
Prices · period metrics · 12M
NAV as of 10/07/2026
02/04/2025 → 02/04/2026
Return 16.31% Volatility 21.99% Sharpe 0.42
Official loaded data — not a live quote.

ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF

Symbol: FILL

Exchange: NYSE ARCA

Sector: Utilities

Category: Infrastructure

Inception date: 31/01/2012

Latest date: 10/07/2026

Current price: $27.01

Expense ratio: 0.40%

Assets under management
$79.5M
0.19% 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

3.31%

Ann. -18.54% (Sharpe / Sortino numerator)

Volatility

19.78%

Sharpe ratio

-1.121

VaR 95%

-2.06%

CVaR 95%: -2.60%
Max drawdown: -3.11%
Sortino ratio: -1.505
Calmar ratio: -5.96

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.

Period total return

0.29%

Ann. 42.79% (Sharpe / Sortino numerator)

Volatility

16.93%

Sharpe ratio

2.313

VaR 95%

-1.80%

CVaR 95%: -2.25%
Max drawdown: -4.20%
Sortino ratio: 3.371
Calmar ratio: 10.19

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

15.06%

Ann. 23.11% (Sharpe / Sortino numerator)

Volatility

16.92%

Sharpe ratio

1.151

VaR 95%

-2.05%

CVaR 95%: -2.38%
Max drawdown: -5.98%
Sortino ratio: 1.627
Calmar ratio: 3.86

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

16.31%

Ann. 12.88% (Sharpe / Sortino numerator)

Volatility

21.99%

Sharpe ratio

0.420

VaR 95%

-1.96%

CVaR 95%: -3.42%
Max drawdown: -12.29%
Sortino ratio: 0.474
Calmar ratio: 1.05

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

16.67%

Ann. 3.89% (Sharpe / Sortino numerator)

Volatility

19.55%

Sharpe ratio

0.013

VaR 95%

-2.06%

CVaR 95%: -3.00%
Max drawdown: -23.14%
Sortino ratio: 0.016
Calmar ratio: 0.17

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

34.30%

Ann. 9.48% (Sharpe / Sortino numerator)

Volatility

19.11%

Sharpe ratio

0.306

VaR 95%

-2.00%

CVaR 95%: -2.81%
Max drawdown: -23.14%
Sortino ratio: 0.393
Calmar ratio: 0.41

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

0.067%

Best day

3.471%

30/04/2026
Worst day

-3.061%

20/03/2026
Days with data

246

Recent price history (last 90 days)

Date Open High Low Close Volume
10/07/2026 $26.96 $27.05 $26.82 $27.01 374,443
02/07/2026 $27.43 $27.52 $26.94 $27.26 485,606
01/07/2026 $27.78 $27.84 $27.28 $27.29 178,616
30/06/2026 $27.81 $28.11 $27.68 $27.96 598,197
29/06/2026 $27.72 $27.82 $27.48 $27.78 228,451
26/06/2026 $27.74 $27.87 $27.55 $27.56 65,978
25/06/2026 $27.91 $28.08 $27.78 $27.99 237,757
24/06/2026 $27.53 $27.74 $27.42 $27.57 142,977
23/06/2026 $27.46 $27.72 $27.28 $27.50 495,080
22/06/2026 $27.78 $28.11 $27.72 $28.05 150,104