Summary
KXI
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 1.08% Volatility 13.12% Sharpe 0.28
Official loaded data — not a live quote.

ISHARES GLOBAL CONSUMER STAPLES ETF

Symbol: KXI

Exchange: NYSE

Sector: Consumer_Defensive

Category: Consumer Defensive

Inception date: 12/09/2006

Latest date: 02/06/2026

Current price: $66.66

Expense ratio: 0.39%

Assets under management
$1.0B
0.18% 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

-1.97%

Ann. -54.05% (Sharpe / Sortino numerator)

Volatility

14.55%

Sharpe ratio

-3.964

VaR 95%

-2.34%

CVaR 95%: -2.46%
Max drawdown: -7.14%
Sortino ratio: -4.338
Calmar ratio: -7.57

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

-7.74%

Ann. 17.96% (Sharpe / Sortino numerator)

Volatility

14.18%

Sharpe ratio

1.011

VaR 95%

-1.57%

CVaR 95%: -2.08%
Max drawdown: -10.24%
Sortino ratio: 1.310
Calmar ratio: 1.75

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

2.63%

Ann. 13.44% (Sharpe / Sortino numerator)

Volatility

12.12%

Sharpe ratio

0.809

VaR 95%

-1.08%

CVaR 95%: -1.78%
Max drawdown: -10.24%
Sortino ratio: 1.120
Calmar ratio: 1.31

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.

Period total return

1.08%

Ann. 7.35% (Sharpe / Sortino numerator)

Volatility

13.12%

Sharpe ratio

0.283

VaR 95%

-1.12%

CVaR 95%: -1.86%
Max drawdown: -10.24%
Sortino ratio: 0.397
Calmar ratio: 0.72

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

12.83%

Ann. 8.31% (Sharpe / Sortino numerator)

Volatility

11.92%

Sharpe ratio

0.393

VaR 95%

-1.09%

CVaR 95%: -1.64%
Max drawdown: -10.27%
Sortino ratio: 0.580
Calmar ratio: 0.81

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

18.26%

Ann. 5.48% (Sharpe / Sortino numerator)

Volatility

11.27%

Sharpe ratio

0.164

VaR 95%

-1.06%

CVaR 95%: -1.53%
Max drawdown: -13.71%
Sortino ratio: 0.249
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.

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

0.007%

Best day

2.149%

08/04/2026
Worst day

-2.466%

05/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $66.54 $66.79 $66.42 $66.66 34,500
01/06/2026 $67.07 $67.10 $66.55 $66.61 92,600
29/05/2026 $68.22 $68.22 $67.54 $67.54 52,900
28/05/2026 $68.88 $68.91 $68.56 $68.61 42,600
27/05/2026 $68.55 $69.27 $68.55 $68.94 88,700
26/05/2026 $69.12 $69.12 $68.15 $68.21 58,700
22/05/2026 $69.05 $69.20 $68.76 $69.02 48,900
21/05/2026 $68.96 $69.31 $68.43 $69.08 67,000
20/05/2026 $69.67 $70.07 $69.29 $69.64 68,200
19/05/2026 $69.67 $70.27 $69.62 $69.91 87,100