Summary
MXI
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 23.30% 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: 17/07/2026

Current price: $104.26

Expense ratio: 0.39%

Assets under management
$339.6M
0.45% 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

-6.44%

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

-7.68%

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

1.27%

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

23.30%

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

22.63%

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

32.42%

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.092%

Best day

3.909%

11/06/2026
Worst day

-4.242%

30/01/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $103.79 $104.32 $103.56 $104.26 2,300
16/07/2026 $104.99 $105.48 $104.44 $104.89 7,600
15/07/2026 $106.63 $106.63 $105.27 $106.21 5,700
14/07/2026 $106.64 $107.48 $106.15 $106.15 6,200
13/07/2026 $105.52 $106.03 $104.62 $104.63 15,300
10/07/2026 $105.15 $106.27 $105.15 $106.00 11,900
09/07/2026 $104.17 $104.85 $104.17 $104.85 6,400
08/07/2026 $104.58 $104.58 $102.87 $103.83 24,300
07/07/2026 $107.00 $107.00 $106.13 $106.43 64,100
06/07/2026 $107.58 $108.56 $107.58 $108.51 19,800