Summary
IXJ
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 8.57% Volatility 17.32% Sharpe 0.14
Official loaded data — not a live quote.

ISHARES GLOBAL HEALTHCARE ETF

Symbol: IXJ

Exchange: NYSE

Sector: Healthcare

Category: Health

Inception date: 13/11/2001

Latest date: 02/06/2026

Current price: $91.92

Expense ratio: 0.40%

Assets under management
$3.6B
-0.29% 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

-0.05%

Ann. -50.13% (Sharpe / Sortino numerator)

Volatility

17.33%

Sharpe ratio

-3.102

VaR 95%

-1.89%

CVaR 95%: -2.13%
Max drawdown: -8.24%
Sortino ratio: -5.279
Calmar ratio: -6.08

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

-8.34%

Ann. -14.22% (Sharpe / Sortino numerator)

Volatility

15.02%

Sharpe ratio

-1.189

VaR 95%

-1.41%

CVaR 95%: -1.81%
Max drawdown: -10.35%
Sortino ratio: -2.040
Calmar ratio: -1.37

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

-4.79%

Ann. 6.96% (Sharpe / Sortino numerator)

Volatility

13.72%

Sharpe ratio

0.242

VaR 95%

-1.36%

CVaR 95%: -1.63%
Max drawdown: -10.35%
Sortino ratio: 0.413
Calmar ratio: 0.67

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

8.57%

Ann. 6.13% (Sharpe / Sortino numerator)

Volatility

17.32%

Sharpe ratio

0.144

VaR 95%

-1.68%

CVaR 95%: -2.49%
Max drawdown: -10.35%
Sortino ratio: 0.200
Calmar ratio: 0.59

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

2.37%

Ann. 3.22% (Sharpe / Sortino numerator)

Volatility

14.68%

Sharpe ratio

-0.028

VaR 95%

-1.42%

CVaR 95%: -2.10%
Max drawdown: -18.14%
Sortino ratio: -0.039
Calmar ratio: 0.18

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

13.42%

Ann. 5.66% (Sharpe / Sortino numerator)

Volatility

13.41%

Sharpe ratio

0.151

VaR 95%

-1.31%

CVaR 95%: -1.90%
Max drawdown: -18.14%
Sortino ratio: 0.215
Calmar ratio: 0.31

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

0.037%

Best day

3.475%

01/10/2025
Worst day

-2.842%

31/07/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $92.19 $92.31 $91.37 $91.92 130,700
01/06/2026 $93.54 $93.74 $92.63 $92.98 120,800
29/05/2026 $95.15 $95.20 $94.32 $94.50 106,000
28/05/2026 $93.98 $95.25 $93.98 $95.02 53,900
27/05/2026 $94.04 $94.92 $93.93 $94.15 53,200
26/05/2026 $94.81 $94.91 $93.95 $94.02 84,400
22/05/2026 $94.42 $95.10 $94.40 $94.84 75,600
21/05/2026 $93.17 $94.25 $92.60 $94.13 54,400
20/05/2026 $93.42 $93.87 $93.02 $93.50 56,200
19/05/2026 $92.42 $93.61 $92.05 $93.17 153,700