Summary
IDNA
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 41.74% 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: 02/06/2026

Current price: $28.68

Expense ratio: 0.47%

Assets under management
$160.5M
-1.10% 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

-3.27%

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

-7.21%

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

10.53%

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

41.74%

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

21.76%

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

20.72%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.151%

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
02/06/2026 $29.00 $29.00 $28.60 $28.68 69,500
01/06/2026 $29.64 $29.64 $29.05 $29.32 31,100
29/05/2026 $30.00 $30.11 $29.81 $29.88 22,600
28/05/2026 $29.62 $30.10 $29.51 $30.08 62,400
27/05/2026 $29.83 $30.22 $29.70 $29.81 17,900
26/05/2026 $29.60 $29.80 $29.48 $29.75 33,700
22/05/2026 $29.59 $29.79 $29.42 $29.45 18,800
21/05/2026 $28.97 $29.55 $28.81 $29.48 10,800
20/05/2026 $28.65 $29.26 $28.65 $29.20 22,700
19/05/2026 $28.38 $28.54 $28.20 $28.37 16,500