Summary
QLTA
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 5.03% Volatility 5.39% Sharpe 0.04
Official loaded data — not a live quote.

ISHARES AAA - A RATED CORPORATE BOND ETF

Symbol: QLTA

Exchange: NYSE

Sector: N/A

Category: Corporate Bond

Inception date: 14/02/2012

Latest date: 03/06/2026

Current price: $47.34

Expense ratio: 0.15%

Assets under management
$1.5B
0.06% 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

0.13%

Ann. -14.39% (Sharpe / Sortino numerator)

Volatility

7.54%

Sharpe ratio

-2.391

VaR 95%

-0.69%

CVaR 95%: -0.87%
Max drawdown: -2.51%
Sortino ratio: -4.549
Calmar ratio: -5.74

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

-1.18%

Ann. -2.07% (Sharpe / Sortino numerator)

Volatility

5.23%

Sharpe ratio

-1.089

VaR 95%

-0.52%

CVaR 95%: -0.73%
Max drawdown: -3.50%
Sortino ratio: -1.473
Calmar ratio: -0.59

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

-0.35%

Ann. -0.77% (Sharpe / Sortino numerator)

Volatility

4.40%

Sharpe ratio

-0.998

VaR 95%

-0.44%

CVaR 95%: -0.61%
Max drawdown: -3.50%
Sortino ratio: -1.407
Calmar ratio: -0.22

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

5.03%

Ann. 3.83% (Sharpe / Sortino numerator)

Volatility

5.39%

Sharpe ratio

0.037

VaR 95%

-0.45%

CVaR 95%: -0.81%
Max drawdown: -3.50%
Sortino ratio: 0.049
Calmar ratio: 1.10

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

8.44%

Ann. 4.80% (Sharpe / Sortino numerator)

Volatility

5.51%

Sharpe ratio

0.212

VaR 95%

-0.48%

CVaR 95%: -0.77%
Max drawdown: -5.24%
Sortino ratio: 0.310
Calmar ratio: 0.92

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

12.51%

Ann. 3.87% (Sharpe / Sortino numerator)

Volatility

6.16%

Sharpe ratio

0.039

VaR 95%

-0.64%

CVaR 95%: -0.85%
Max drawdown: -7.44%
Sortino ratio: 0.061
Calmar ratio: 0.52

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

0.02%

Best day

0.872%

01/08/2025
Worst day

-1.049%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $47.31 $47.37 $47.28 $47.34 141,400
02/06/2026 $47.52 $47.52 $47.43 $47.43 132,600
01/06/2026 $47.31 $47.45 $47.27 $47.44 176,000
29/05/2026 $47.65 $47.73 $47.62 $47.66 285,400
28/05/2026 $47.51 $47.67 $47.48 $47.62 562,800
27/05/2026 $47.48 $47.54 $47.45 $47.49 141,600
26/05/2026 $47.50 $47.51 $47.39 $47.44 145,900
22/05/2026 $47.35 $47.35 $47.19 $47.28 233,300
21/05/2026 $47.04 $47.23 $46.97 $47.22 1,274,500
20/05/2026 $46.86 $47.19 $46.86 $47.15 163,100