Summary
IXN
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 78.47% Volatility 26.84% Sharpe 1.13
Official loaded data — not a live quote.

ISHARES GLOBAL TECH ETF

Symbol: IXN

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 12/11/2001

Latest date: 02/06/2026

Current price: $149.74

Expense ratio: 0.39%

Assets under management
$7.8B
0.80% 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

22.59%

Ann. -42.88% (Sharpe / Sortino numerator)

Volatility

31.19%

Sharpe ratio

-1.491

VaR 95%

-2.91%

CVaR 95%: -3.27%
Max drawdown: -9.87%
Sortino ratio: -2.903
Calmar ratio: -4.34

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

40.00%

Ann. -15.40% (Sharpe / Sortino numerator)

Volatility

26.28%

Sharpe ratio

-0.724

VaR 95%

-2.42%

CVaR 95%: -2.99%
Max drawdown: -13.54%
Sortino ratio: -1.351
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.

Period total return

43.26%

Ann. -4.54% (Sharpe / Sortino numerator)

Volatility

24.31%

Sharpe ratio

-0.336

VaR 95%

-2.75%

CVaR 95%: -3.18%
Max drawdown: -13.80%
Sortino ratio: -0.514
Calmar ratio: -0.33

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

78.47%

Ann. 33.85% (Sharpe / Sortino numerator)

Volatility

26.84%

Sharpe ratio

1.126

VaR 95%

-2.42%

CVaR 95%: -3.74%
Max drawdown: -13.80%
Sortino ratio: 1.521
Calmar ratio: 2.45

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

97.29%

Ann. 17.81% (Sharpe / Sortino numerator)

Volatility

25.57%

Sharpe ratio

0.554

VaR 95%

-2.68%

CVaR 95%: -3.79%
Max drawdown: -25.55%
Sortino ratio: 0.727
Calmar ratio: 0.70

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

154.38%

Ann. 24.17% (Sharpe / Sortino numerator)

Volatility

23.15%

Sharpe ratio

0.887

VaR 95%

-2.26%

CVaR 95%: -3.37%
Max drawdown: -25.55%
Sortino ratio: 1.191
Calmar ratio: 0.95

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

0.241%

Best day

4.396%

31/03/2026
Worst day

-4.043%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $148.55 $149.83 $147.83 $149.74 284,200
01/06/2026 $145.25 $148.79 $144.56 $148.08 1,390,100
29/05/2026 $142.83 $144.46 $142.61 $143.79 329,900
28/05/2026 $139.26 $141.88 $138.72 $141.35 173,100
27/05/2026 $140.58 $140.79 $137.97 $139.34 232,300
26/05/2026 $138.10 $140.16 $137.83 $139.70 333,600
22/05/2026 $135.27 $136.43 $134.83 $135.33 175,200
21/05/2026 $132.61 $134.85 $132.47 $134.51 2,302,200
20/05/2026 $130.80 $133.02 $130.39 $132.95 124,100
19/05/2026 $129.03 $131.29 $127.96 $129.91 354,300