Summary
IXN
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 40.28% 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: 17/07/2026

Current price: $132.62

Expense ratio: 0.39%

Assets under management
$9.5B
1.51% 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

-5.97%

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

13.85%

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

27.49%

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

40.28%

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

62.71%

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

111.67%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.149%

Best day

4.703%

11/06/2026
Worst day

-7.317%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $130.65 $134.45 $129.43 $132.62 325,700
16/07/2026 $135.56 $135.87 $133.67 $134.38 269,300
15/07/2026 $139.77 $139.96 $135.11 $137.78 1,347,900
14/07/2026 $138.57 $139.47 $137.17 $138.92 221,200
13/07/2026 $137.90 $138.58 $136.08 $136.67 274,500
10/07/2026 $139.14 $141.05 $138.58 $140.73 195,100
09/07/2026 $139.86 $141.22 $138.95 $140.43 536,000
08/07/2026 $134.38 $137.76 $134.26 $137.59 513,300
07/07/2026 $136.33 $137.00 $134.08 $135.86 147,800
06/07/2026 $138.97 $140.86 $138.82 $139.47 424,800