Summary
IYY
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 19.29% Volatility 18.22% Sharpe 0.74
Official loaded data — not a live quote.

ISHARES DOW JONES U.S. ETF

Symbol: IYY

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 12/06/2000

Latest date: 17/07/2026

Current price: $181.15

Expense ratio: 0.20%

Assets under management
$3.0B
0.27% 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

0.54%

Ann. -37.38% (Sharpe / Sortino numerator)

Volatility

18.30%

Sharpe ratio

-2.241

VaR 95%

-1.75%

CVaR 95%: -1.77%
Max drawdown: -7.54%
Sortino ratio: -4.150
Calmar ratio: -4.95

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.

Period total return

4.94%

Ann. -14.83% (Sharpe / Sortino numerator)

Volatility

14.52%

Sharpe ratio

-1.272

VaR 95%

-1.63%

CVaR 95%: -1.79%
Max drawdown: -9.15%
Sortino ratio: -1.920
Calmar ratio: -1.62

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

10.14%

Ann. -3.68% (Sharpe / Sortino numerator)

Volatility

13.70%

Sharpe ratio

-0.533

VaR 95%

-1.61%

CVaR 95%: -1.89%
Max drawdown: -9.15%
Sortino ratio: -0.749
Calmar ratio: -0.40

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

19.29%

Ann. 17.11% (Sharpe / Sortino numerator)

Volatility

18.22%

Sharpe ratio

0.739

VaR 95%

-1.64%

CVaR 95%: -2.64%
Max drawdown: -9.15%
Sortino ratio: 0.921
Calmar ratio: 1.87

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

36.30%

Ann. 13.36% (Sharpe / Sortino numerator)

Volatility

16.33%

Sharpe ratio

0.596

VaR 95%

-1.63%

CVaR 95%: -2.41%
Max drawdown: -19.06%
Sortino ratio: 0.747
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

69.75%

Ann. 18.22% (Sharpe / Sortino numerator)

Volatility

14.95%

Sharpe ratio

0.976

VaR 95%

-1.48%

CVaR 95%: -2.15%
Max drawdown: -19.06%
Sortino ratio: 1.276
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.

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

0.074%

Best day

2.983%

31/03/2026
Worst day

-2.658%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $180.66 $181.99 $180.51 $181.15 10,000
16/07/2026 $183.12 $183.79 $182.57 $182.93 15,000
15/07/2026 $183.75 $184.03 $182.77 $183.70 18,300
14/07/2026 $182.91 $183.43 $182.73 $183.16 12,000
13/07/2026 $183.24 $183.71 $182.31 $182.56 15,800
10/07/2026 $183.40 $183.96 $182.40 $183.93 12,200
09/07/2026 $182.05 $183.35 $181.81 $183.17 25,800
08/07/2026 $181.19 $181.74 $180.25 $181.74 11,900
07/07/2026 $183.06 $183.06 $181.74 $182.23 14,100
06/07/2026 $182.60 $183.45 $182.38 $183.24 112,900