Summary
LMUB
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 9.06% Volatility 4.28% Sharpe 1.06
Official loaded data — not a live quote.

ISHARES LONG-TERM NATIONAL MUNI BOND ETF

Symbol: LMUB

Exchange: NYSE

Sector: N/A

Category: Muni National Long

Inception date: 17/03/2025

Latest date: 02/06/2026

Current price: $50.80

Expense ratio: 0.09%

Assets under management
$1.5B
0.09% 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

0.57%

Ann. 0.60% (Sharpe / Sortino numerator)

Volatility

4.90%

Sharpe ratio

-0.619

VaR 95%

-0.39%

CVaR 95%: -0.57%
Max drawdown: -1.62%
Sortino ratio: -0.877
Calmar ratio: 0.37

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

-0.02%

Ann. -1.19% (Sharpe / Sortino numerator)

Volatility

5.25%

Sharpe ratio

-0.917

VaR 95%

-0.71%

CVaR 95%: -0.86%
Max drawdown: -2.84%
Sortino ratio: -1.074
Calmar ratio: -0.42

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

2.29%

Ann. 3.80% (Sharpe / Sortino numerator)

Volatility

4.37%

Sharpe ratio

0.038

VaR 95%

-0.42%

CVaR 95%: -0.71%
Max drawdown: -3.11%
Sortino ratio: 0.044
Calmar ratio: 1.22

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

9.06%

Ann. 8.15% (Sharpe / Sortino numerator)

Volatility

4.28%

Sharpe ratio

1.056

VaR 95%

-0.44%

CVaR 95%: -0.62%
Max drawdown: -3.11%
Sortino ratio: 1.409
Calmar ratio: 2.62

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.

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

0.035%

Best day

1.027%

08/09/2025
Worst day

-1.219%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $50.75 $50.82 $50.67 $50.80 165,500
01/06/2026 $50.61 $50.69 $50.42 $50.68 132,400
29/05/2026 $50.73 $50.81 $50.64 $50.77 148,000
28/05/2026 $50.36 $50.69 $50.36 $50.66 170,800
27/05/2026 $50.49 $50.56 $50.32 $50.44 130,100
26/05/2026 $50.07 $50.41 $50.07 $50.38 218,200
22/05/2026 $49.99 $50.08 $49.90 $49.96 145,200
21/05/2026 $49.85 $50.00 $49.77 $49.95 227,000
20/05/2026 $49.93 $49.99 $49.72 $49.96 203,500
19/05/2026 $49.99 $49.99 $49.64 $49.85 169,700