Summary
IDNA
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 54.33% Volatility 27.59% Sharpe 1.52
Official loaded data — not a live quote.

ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF

Symbol: IDNA

Exchange: NYSE

Sector: Healthcare

Category: Health

Inception date: 11/06/2019

Latest date: 16/07/2026

Current price: $32.65

Expense ratio: 0.47%

Assets under management
$193.6M
-0.88% 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

9.31%

Ann. -45.38% (Sharpe / Sortino numerator)

Volatility

33.54%

Sharpe ratio

-1.461

VaR 95%

-3.50%

CVaR 95%: -3.56%
Max drawdown: -8.73%
Sortino ratio: -2.634
Calmar ratio: -5.20

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

6.94%

Ann. 55.97% (Sharpe / Sortino numerator)

Volatility

28.58%

Sharpe ratio

1.831

VaR 95%

-2.75%

CVaR 95%: -3.23%
Max drawdown: -10.66%
Sortino ratio: 3.235
Calmar ratio: 5.25

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

15.53%

Ann. 45.12% (Sharpe / Sortino numerator)

Volatility

25.55%

Sharpe ratio

1.624

VaR 95%

-2.45%

CVaR 95%: -2.98%
Max drawdown: -10.66%
Sortino ratio: 2.936
Calmar ratio: 4.23

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

54.33%

Ann. 45.56% (Sharpe / Sortino numerator)

Volatility

27.59%

Sharpe ratio

1.520

VaR 95%

-2.38%

CVaR 95%: -3.58%
Max drawdown: -10.66%
Sortino ratio: 2.421
Calmar ratio: 4.27

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

32.56%

Ann. 13.49% (Sharpe / Sortino numerator)

Volatility

24.65%

Sharpe ratio

0.400

VaR 95%

-2.37%

CVaR 95%: -3.20%
Max drawdown: -29.46%
Sortino ratio: 0.634
Calmar ratio: 0.46

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

40.17%

Ann. 9.15% (Sharpe / Sortino numerator)

Volatility

25.00%

Sharpe ratio

0.221

VaR 95%

-2.47%

CVaR 95%: -3.30%
Max drawdown: -30.60%
Sortino ratio: 0.357
Calmar ratio: 0.30

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

0.185%

Best day

4.459%

31/03/2026
Worst day

-3.657%

25/08/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $32.94 $33.09 $32.55 $32.65 20,100
15/07/2026 $32.98 $33.16 $32.65 $33.12 28,900
14/07/2026 $33.09 $33.09 $32.78 $32.82 28,600
13/07/2026 $33.23 $33.30 $32.84 $32.95 120,500
10/07/2026 $34.48 $34.48 $33.27 $33.55 55,600
09/07/2026 $34.22 $34.66 $34.17 $34.50 27,500
08/07/2026 $34.23 $34.43 $33.74 $34.25 90,800
07/07/2026 $34.90 $34.97 $34.18 $34.72 68,400
06/07/2026 $34.73 $34.90 $34.31 $34.68 91,500
02/07/2026 $34.06 $34.92 $34.06 $34.91 49,700