Summary
IYK
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 8.95% Volatility 13.58% Sharpe -0.24
Official loaded data — not a live quote.

ISHARES U.S. CONSUMER STAPLES ETF

Symbol: IYK

Exchange: NYSE

Sector: Consumer_Defensive

Category: Consumer Defensive

Inception date: 12/06/2000

Latest date: 17/07/2026

Current price: $74.78

Expense ratio: 0.38%

Assets under management
$1.3B
-1.38% 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

3.76%

Ann. -62.04% (Sharpe / Sortino numerator)

Volatility

14.06%

Sharpe ratio

-4.671

VaR 95%

-2.13%

CVaR 95%: -2.36%
Max drawdown: -7.79%
Sortino ratio: -5.594
Calmar ratio: -7.96

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

7.07%

Ann. 21.26% (Sharpe / Sortino numerator)

Volatility

14.36%

Sharpe ratio

1.228

VaR 95%

-1.13%

CVaR 95%: -1.89%
Max drawdown: -10.38%
Sortino ratio: 1.775
Calmar ratio: 2.05

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. 7.94% (Sharpe / Sortino numerator)

Volatility

12.83%

Sharpe ratio

0.336

VaR 95%

-1.09%

CVaR 95%: -1.75%
Max drawdown: -10.38%
Sortino ratio: 0.513
Calmar ratio: 0.76

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

8.95%

Ann. 0.34% (Sharpe / Sortino numerator)

Volatility

13.58%

Sharpe ratio

-0.242

VaR 95%

-1.29%

CVaR 95%: -1.93%
Max drawdown: -10.38%
Sortino ratio: -0.339
Calmar ratio: 0.03

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

16.24%

Ann. 4.89% (Sharpe / Sortino numerator)

Volatility

12.67%

Sharpe ratio

0.099

VaR 95%

-1.21%

CVaR 95%: -1.73%
Max drawdown: -10.92%
Sortino ratio: 0.146
Calmar ratio: 0.45

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

21.69%

Ann. 4.33% (Sharpe / Sortino numerator)

Volatility

11.88%

Sharpe ratio

0.059

VaR 95%

-1.15%

CVaR 95%: -1.63%
Max drawdown: -12.67%
Sortino ratio: 0.088
Calmar ratio: 0.34

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.

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

0.038%

Best day

2.927%

16/07/2026
Worst day

-2.518%

18/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $75.83 $76.44 $74.36 $74.78 368,100
16/07/2026 $73.72 $75.25 $73.72 $75.25 120,000
15/07/2026 $72.83 $73.63 $72.75 $73.11 164,300
14/07/2026 $74.12 $74.12 $73.03 $73.09 176,300
13/07/2026 $74.17 $75.03 $74.00 $74.18 101,100
10/07/2026 $73.16 $73.88 $73.16 $73.78 93,200
09/07/2026 $73.70 $73.88 $73.04 $73.15 91,900
08/07/2026 $75.02 $75.09 $74.31 $74.32 90,800
07/07/2026 $75.24 $76.02 $74.65 $75.06 193,400
06/07/2026 $74.61 $74.78 $73.44 $74.14 345,300