Summary
OEF
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 29.54% Volatility 19.23% Sharpe 0.76
Official loaded data — not a live quote.

ISHARES S&P 100 ETF

Symbol: OEF

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 23/10/2000

Latest date: 03/06/2026

Current price: $374.53

Expense ratio: 0.20%

Assets under management
$19.6B
-0.77% 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

5.44%

Ann. -36.56% (Sharpe / Sortino numerator)

Volatility

18.68%

Sharpe ratio

-2.151

VaR 95%

-1.83%

CVaR 95%: -1.92%
Max drawdown: -7.97%
Sortino ratio: -3.805
Calmar ratio: -4.59

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

12.68%

Ann. -23.58% (Sharpe / Sortino numerator)

Volatility

14.98%

Sharpe ratio

-1.817

VaR 95%

-1.70%

CVaR 95%: -1.98%
Max drawdown: -11.07%
Sortino ratio: -2.688
Calmar ratio: -2.13

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

9.34%

Ann. -7.73% (Sharpe / Sortino numerator)

Volatility

14.31%

Sharpe ratio

-0.794

VaR 95%

-1.50%

CVaR 95%: -2.02%
Max drawdown: -11.31%
Sortino ratio: -1.110
Calmar ratio: -0.68

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

29.54%

Ann. 18.27% (Sharpe / Sortino numerator)

Volatility

19.23%

Sharpe ratio

0.762

VaR 95%

-1.51%

CVaR 95%: -2.76%
Max drawdown: -11.31%
Sortino ratio: 0.973
Calmar ratio: 1.62

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.

Period total return

50.36%

Ann. 15.22% (Sharpe / Sortino numerator)

Volatility

17.32%

Sharpe ratio

0.669

VaR 95%

-1.61%

CVaR 95%: -2.54%
Max drawdown: -19.80%
Sortino ratio: 0.853
Calmar ratio: 0.77

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

92.90%

Ann. 20.93% (Sharpe / Sortino numerator)

Volatility

15.79%

Sharpe ratio

1.096

VaR 95%

-1.51%

CVaR 95%: -2.24%
Max drawdown: -19.80%
Sortino ratio: 1.447
Calmar ratio: 1.06

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

0.106%

Best day

3.199%

31/03/2026
Worst day

-2.849%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $377.42 $377.85 $374.02 $374.53 416,400
02/06/2026 $377.43 $378.77 $376.47 $377.82 256,500
01/06/2026 $377.11 $379.02 $376.71 $378.10 450,000
29/05/2026 $377.01 $378.25 $376.23 $377.33 375,200
28/05/2026 $373.44 $376.58 $373.33 $376.46 252,100
27/05/2026 $373.66 $373.98 $372.31 $373.91 239,400
26/05/2026 $372.99 $374.09 $371.92 $373.14 228,100
22/05/2026 $372.04 $373.19 $370.82 $371.19 251,800
21/05/2026 $368.72 $371.67 $367.49 $370.39 505,100
20/05/2026 $367.33 $370.30 $366.48 $370.07 345,100