Summary
MBBA
Prices · period metrics · 1M
NAV as of 17/07/2026
30/03/2026 → 30/04/2026
Return -0.09% Volatility 3.69% Sharpe 1.52
Official loaded data — not a live quote.

iShares MortgageBacked Securities Active ETF

Symbol: MBBA

Exchange: BATS

Sector: N/A

Category: Government Mortgage-Backed Bond

Inception date: 18/05/1998

Latest date: 17/07/2026

Current price: $49.30

Expense ratio: 0.25%

Assets under management
$154.2M
0.38% 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

-0.09%

Ann. 9.21% (Sharpe / Sortino numerator)

Volatility

3.69%

Sharpe ratio

1.516

VaR 95%

-0.33%

CVaR 95%: -0.35%
Max drawdown: -0.82%
Sortino ratio: 3.131
Calmar ratio: 11.25

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

-0.45%

Ann. 1.50% (Sharpe / Sortino numerator)

Volatility

4.69%

Sharpe ratio

-0.449

VaR 95%

-0.40%

CVaR 95%: -0.58%
Max drawdown: -2.83%
Sortino ratio: -0.728
Calmar ratio: 0.53

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

0.63%

Ann. 2.76% (Sharpe / Sortino numerator)

Volatility

4.59%

Sharpe ratio

-0.182

VaR 95%

-0.45%

CVaR 95%: -0.62%
Max drawdown: -2.83%
Sortino ratio: -0.295
Calmar ratio: 0.97

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 1M

Daily simple returns from the same adjusted closes used by the performance chart: 17/06/2026 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.004%

Best day

0.455%

06/07/2026
Worst day

-0.624%

07/07/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $49.12 $49.40 $49.12 $49.30 4,300
16/07/2026 $48.99 $49.38 $48.99 $49.29 22,100
15/07/2026 $49.06 $49.46 $49.06 $49.37 8,300
14/07/2026 $49.31 $49.32 $49.11 $49.23 13,200
13/07/2026 $48.91 $49.24 $48.91 $49.08 4,800
10/07/2026 $49.30 $49.35 $49.23 $49.27 4,700
09/07/2026 $49.26 $49.46 $49.22 $49.35 6,700
08/07/2026 $49.14 $49.25 $49.14 $49.23 3,000
07/07/2026 $49.43 $49.53 $49.35 $49.38 9,000
06/07/2026 $49.67 $49.73 $49.49 $49.70 9,300