Summary
IOO
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 26.03% 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: 17/07/2026

Current price: $138.14

Expense ratio: 0.40%

Assets under management
$8.5B
0.45% 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

0.49%

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

4.14%

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

10.98%

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

26.03%

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

43.47%

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

85.34%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.096%

Best day

3.464%

31/03/2026
Worst day

-2.982%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $137.52 $138.75 $137.20 $138.14 126,700
16/07/2026 $140.28 $140.39 $138.83 $139.45 429,500
15/07/2026 $139.41 $140.70 $139.40 $140.70 139,200
14/07/2026 $138.49 $139.13 $138.08 $138.95 190,700
13/07/2026 $138.94 $139.42 $137.97 $138.15 99,300
10/07/2026 $138.70 $139.49 $138.16 $139.42 111,100
09/07/2026 $138.11 $139.02 $137.45 $138.93 65,500
08/07/2026 $137.57 $138.59 $137.04 $138.48 65,800
07/07/2026 $138.71 $138.87 $138.05 $138.46 101,900
06/07/2026 $137.94 $138.99 $137.79 $138.72 171,700