Summary
IEF
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 3.58% Volatility 5.39% Sharpe -0.08
Official loaded data — not a live quote.

ISHARES 7-10 YEAR TREASURY BOND ETF

Symbol: IEF

Exchange: NASDAQ

Sector: N/A

Category: Long Government

Inception date: 22/07/2002

Latest date: 17/07/2026

Current price: $93.84

Expense ratio: 0.15%

Assets under management
$47.1B
-0.13% 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

0.14%

Ann. -19.09% (Sharpe / Sortino numerator)

Volatility

6.56%

Sharpe ratio

-3.462

VaR 95%

-0.78%

CVaR 95%: -0.86%
Max drawdown: -2.82%
Sortino ratio: -5.260
Calmar ratio: -6.77

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

-1.20%

Ann. -2.14% (Sharpe / Sortino numerator)

Volatility

5.30%

Sharpe ratio

-1.089

VaR 95%

-0.54%

CVaR 95%: -0.71%
Max drawdown: -3.51%
Sortino ratio: -1.604
Calmar ratio: -0.61

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

0.14%

Ann. -0.26% (Sharpe / Sortino numerator)

Volatility

4.63%

Sharpe ratio

-0.839

VaR 95%

-0.47%

CVaR 95%: -0.65%
Max drawdown: -3.51%
Sortino ratio: -1.254
Calmar ratio: -0.07

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

3.58%

Ann. 3.20% (Sharpe / Sortino numerator)

Volatility

5.39%

Sharpe ratio

-0.080

VaR 95%

-0.54%

CVaR 95%: -0.73%
Max drawdown: -3.51%
Sortino ratio: -0.127
Calmar ratio: 0.91

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

6.38%

Ann. 4.57% (Sharpe / Sortino numerator)

Volatility

5.96%

Sharpe ratio

0.157

VaR 95%

-0.60%

CVaR 95%: -0.79%
Max drawdown: -6.89%
Sortino ratio: 0.255
Calmar ratio: 0.66

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

8.21%

Ann. 2.10% (Sharpe / Sortino numerator)

Volatility

6.85%

Sharpe ratio

-0.223

VaR 95%

-0.73%

CVaR 95%: -0.91%
Max drawdown: -10.16%
Sortino ratio: -0.365
Calmar ratio: 0.21

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.014%

Best day

1.151%

01/08/2025
Worst day

-0.898%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $93.96 $94.10 $93.82 $93.84 7,561,300
16/07/2026 $93.58 $93.75 $93.54 $93.72 4,841,200
15/07/2026 $93.64 $93.87 $93.64 $93.78 6,735,500
14/07/2026 $93.60 $93.79 $93.46 $93.55 5,315,900
13/07/2026 $93.50 $93.52 $93.26 $93.29 5,769,700
10/07/2026 $93.74 $93.78 $93.59 $93.63 6,507,600
09/07/2026 $93.59 $93.85 $93.59 $93.71 3,223,100
08/07/2026 $93.53 $93.59 $93.36 $93.51 5,509,600
07/07/2026 $94.00 $94.02 $93.69 $93.70 5,813,600
06/07/2026 $94.14 $94.19 $94.03 $94.18 4,600,500