Summary
MXI
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 33.37% Volatility 21.43% Sharpe 1.32
Official loaded data — not a live quote.

iShares Global Materials ETF

Symbol: MXI

Exchange: NYSE

Sector: Basic_Materials

Category: Natural Resources

Inception date: 12/09/2006

Latest date: 03/06/2026

Current price: $113.13

Expense ratio: 0.39%

Assets under management
$324.9M
-0.34% 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

5.12%

Ann. -56.69% (Sharpe / Sortino numerator)

Volatility

30.90%

Sharpe ratio

-1.952

VaR 95%

-2.72%

CVaR 95%: -3.40%
Max drawdown: -12.50%
Sortino ratio: -3.359
Calmar ratio: -4.54

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

1.69%

Ann. 45.49% (Sharpe / Sortino numerator)

Volatility

26.11%

Sharpe ratio

1.603

VaR 95%

-2.73%

CVaR 95%: -3.60%
Max drawdown: -16.18%
Sortino ratio: 2.112
Calmar ratio: 2.81

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

21.03%

Ann. 36.91% (Sharpe / Sortino numerator)

Volatility

21.61%

Sharpe ratio

1.540

VaR 95%

-2.29%

CVaR 95%: -3.16%
Max drawdown: -16.18%
Sortino ratio: 1.990
Calmar ratio: 2.28

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

33.37%

Ann. 31.84% (Sharpe / Sortino numerator)

Volatility

21.43%

Sharpe ratio

1.316

VaR 95%

-2.08%

CVaR 95%: -3.16%
Max drawdown: -16.18%
Sortino ratio: 1.651
Calmar ratio: 1.97

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.

Period total return

31.87%

Ann. 11.99% (Sharpe / Sortino numerator)

Volatility

18.55%

Sharpe ratio

0.451

VaR 95%

-1.86%

CVaR 95%: -2.67%
Max drawdown: -22.26%
Sortino ratio: 0.606
Calmar ratio: 0.54

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

50.70%

Ann. 11.28% (Sharpe / Sortino numerator)

Volatility

17.75%

Sharpe ratio

0.431

VaR 95%

-1.83%

CVaR 95%: -2.49%
Max drawdown: -22.26%
Sortino ratio: 0.606
Calmar ratio: 0.51

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.122%

Best day

3.596%

08/04/2026
Worst day

-4.242%

30/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $113.52 $114.02 $113.03 $113.13 9,600
02/06/2026 $113.21 $114.54 $113.05 $114.20 11,500
01/06/2026 $111.56 $113.10 $111.02 $112.81 12,900
29/05/2026 $113.17 $113.92 $112.87 $113.06 12,700
28/05/2026 $111.96 $113.12 $111.27 $112.90 8,600
27/05/2026 $112.35 $112.70 $112.28 $112.39 20,400
26/05/2026 $112.05 $112.54 $111.61 $112.54 38,100
22/05/2026 $110.08 $110.43 $109.59 $110.25 7,500
21/05/2026 $108.41 $110.63 $108.41 $110.27 253,000
20/05/2026 $107.45 $109.11 $107.18 $109.08 17,000