Summary
IBB
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 44.83% Volatility 23.83% Sharpe 1.27
Official loaded data — not a live quote.

ISHARES BIOTECHNOLOGY ETF

Symbol: IBB

Exchange: NASDAQ

Sector: Healthcare

Category: Health

Inception date: 05/02/2001

Latest date: 16/07/2026

Current price: $189.51

Expense ratio: 0.44%

Assets under management
$9.1B
-0.02% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

10.54%

Ann. -24.31% (Sharpe / Sortino numerator)

Volatility

28.65%

Sharpe ratio

-0.975

VaR 95%

-2.73%

CVaR 95%: -2.87%
Max drawdown: -7.19%
Sortino ratio: -1.736
Calmar ratio: -3.38

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

8.85%

Ann. 1.04% (Sharpe / Sortino numerator)

Volatility

23.70%

Sharpe ratio

-0.109

VaR 95%

-2.51%

CVaR 95%: -2.70%
Max drawdown: -9.70%
Sortino ratio: -0.192
Calmar ratio: 0.11

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

11.60%

Ann. 28.77% (Sharpe / Sortino numerator)

Volatility

20.21%

Sharpe ratio

1.244

VaR 95%

-2.14%

CVaR 95%: -2.50%
Max drawdown: -9.70%
Sortino ratio: 2.134
Calmar ratio: 2.97

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

44.83%

Ann. 34.01% (Sharpe / Sortino numerator)

Volatility

23.83%

Sharpe ratio

1.275

VaR 95%

-2.19%

CVaR 95%: -3.25%
Max drawdown: -9.70%
Sortino ratio: 1.817
Calmar ratio: 3.51

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

28.78%

Ann. 12.79% (Sharpe / Sortino numerator)

Volatility

21.12%

Sharpe ratio

0.434

VaR 95%

-2.06%

CVaR 95%: -2.94%
Max drawdown: -24.85%
Sortino ratio: 0.616
Calmar ratio: 0.51

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

47.87%

Ann. 9.78% (Sharpe / Sortino numerator)

Volatility

19.66%

Sharpe ratio

0.313

VaR 95%

-2.00%

CVaR 95%: -2.73%
Max drawdown: -24.85%
Sortino ratio: 0.454
Calmar ratio: 0.39

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

0.156%

Best day

4.319%

31/03/2026
Worst day

-3.011%

02/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $189.55 $190.97 $188.40 $189.51 1,214,300
15/07/2026 $188.25 $190.20 $186.84 $189.90 1,174,000
14/07/2026 $189.55 $189.74 $187.56 $188.67 1,206,600
13/07/2026 $191.17 $191.17 $187.91 $189.55 1,941,400
10/07/2026 $196.99 $197.46 $190.62 $192.06 2,974,700
09/07/2026 $197.37 $199.05 $196.33 $197.34 1,359,800
08/07/2026 $196.94 $197.81 $194.40 $196.34 1,961,800
07/07/2026 $197.79 $198.71 $195.34 $198.23 2,626,500
06/07/2026 $195.70 $196.02 $192.63 $195.31 1,648,700
02/07/2026 $191.60 $195.99 $190.92 $195.70 2,213,000