Summary
IOO
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 38.24% Volatility 19.13% Sharpe 1.23
Official loaded data — not a live quote.

ISHARES GLOBAL 100 ETF

Symbol: IOO

Exchange: NYSE

Sector: Technology

Category: Global Large-Stock Blend

Inception date: 05/12/2000

Latest date: 03/06/2026

Current price: $142.20

Expense ratio: 0.40%

Assets under management
$8.5B
-1.05% 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

5.37%

Ann. -35.61% (Sharpe / Sortino numerator)

Volatility

21.01%

Sharpe ratio

-1.867

VaR 95%

-1.77%

CVaR 95%: -1.80%
Max drawdown: -7.37%
Sortino ratio: -3.976
Calmar ratio: -4.83

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

13.59%

Ann. -15.53% (Sharpe / Sortino numerator)

Volatility

16.57%

Sharpe ratio

-1.156

VaR 95%

-1.69%

CVaR 95%: -1.95%
Max drawdown: -9.94%
Sortino ratio: -1.869
Calmar ratio: -1.56

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

12.43%

Ann. 2.02% (Sharpe / Sortino numerator)

Volatility

15.16%

Sharpe ratio

-0.106

VaR 95%

-1.61%

CVaR 95%: -1.99%
Max drawdown: -9.94%
Sortino ratio: -0.156
Calmar ratio: 0.20

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

38.24%

Ann. 27.22% (Sharpe / Sortino numerator)

Volatility

19.13%

Sharpe ratio

1.233

VaR 95%

-1.64%

CVaR 95%: -2.65%
Max drawdown: -9.94%
Sortino ratio: 1.600
Calmar ratio: 2.74

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

55.37%

Ann. 18.34% (Sharpe / Sortino numerator)

Volatility

17.33%

Sharpe ratio

0.849

VaR 95%

-1.67%

CVaR 95%: -2.52%
Max drawdown: -19.19%
Sortino ratio: 1.100
Calmar ratio: 0.96

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

97.93%

Ann. 21.90% (Sharpe / Sortino numerator)

Volatility

15.71%

Sharpe ratio

1.163

VaR 95%

-1.55%

CVaR 95%: -2.24%
Max drawdown: -19.19%
Sortino ratio: 1.561
Calmar ratio: 1.14

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.133%

Best day

3.464%

31/03/2026
Worst day

-2.797%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $143.71 $143.86 $142.11 $142.20 147,200
02/06/2026 $144.02 $144.78 $143.73 $144.11 1,144,500
01/06/2026 $143.28 $144.35 $143.10 $144.06 188,000
29/05/2026 $142.98 $143.72 $142.83 $143.05 240,900
28/05/2026 $141.66 $142.95 $141.58 $142.85 158,200
27/05/2026 $141.96 $142.17 $141.55 $142.02 117,700
26/05/2026 $142.35 $142.72 $141.64 $142.17 189,900
22/05/2026 $142.00 $142.40 $141.43 $141.57 174,000
21/05/2026 $140.99 $142.18 $140.55 $141.73 150,300
20/05/2026 $140.30 $141.74 $140.10 $141.53 372,000