ISHARES MSCI EAFE SMALL-CAP ETF
Symbol: SCZ
Exchange: NASDAQ
Sector: Industrials
Category: Foreign Small/Mid Blend
Inception date: 10/12/2007
Latest date: 16/07/2026
Current price: $83.34
Expense ratio: 0.40%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-1.35%
Ann. -50.59% (Sharpe / Sortino numerator)
Volatility
25.25%
Sharpe ratio
-2.148
VaR 95%
-2.95%
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. 4.12% (Sharpe / Sortino numerator)
Volatility
18.77%
Sharpe ratio
0.026
VaR 95%
-1.74%
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
4.54%
Ann. 9.84% (Sharpe / Sortino numerator)
Volatility
15.42%
Sharpe ratio
0.403
VaR 95%
-1.66%
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
18.98%
Ann. 28.58% (Sharpe / Sortino numerator)
Volatility
16.49%
Sharpe ratio
1.514
VaR 95%
-1.38%
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
38.06%
Ann. 16.40% (Sharpe / Sortino numerator)
Volatility
15.36%
Sharpe ratio
0.831
VaR 95%
-1.46%
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
50.72%
Ann. 13.62% (Sharpe / Sortino numerator)
Volatility
14.79%
Sharpe ratio
0.676
VaR 95%
-1.46%
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: 16/07/2025 - 16/07/2026.
Average daily return
0.074%
Best day
4.052%
Worst day
-3.089%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $83.19 | $83.67 | $83.16 | $83.34 | 836,700 |
| 15/07/2026 | $83.48 | $84.05 | $83.33 | $83.76 | 1,972,900 |
| 14/07/2026 | $83.31 | $83.79 | $83.07 | $83.10 | 610,300 |
| 13/07/2026 | $83.00 | $83.06 | $82.34 | $82.50 | 1,894,500 |
| 10/07/2026 | $83.21 | $83.64 | $82.84 | $83.39 | 2,318,500 |
| 09/07/2026 | $82.64 | $82.87 | $82.36 | $82.77 | 3,830,100 |
| 08/07/2026 | $82.28 | $82.70 | $81.77 | $82.67 | 2,858,000 |
| 07/07/2026 | $84.02 | $84.17 | $83.25 | $83.39 | 707,000 |
| 06/07/2026 | $84.51 | $84.75 | $84.26 | $84.70 | 1,010,900 |
| 02/07/2026 | $83.62 | $84.16 | $83.11 | $83.48 | 4,748,100 |