Summary
SHLD
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 13.67% Volatility 25.66% Sharpe 2.11
Official loaded data — not a live quote.

GLOBAL X DEFENSE TECH ETF

Symbol: SHLD

Exchange: NYSE

Sector: Industrials

Category: Industrials

Inception date: 11/09/2023

Latest date: 02/06/2026

Current price: $64.86

Expense ratio: 0.50%

Assets under management
$8.1B
-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

-4.73%

Ann. -36.41% (Sharpe / Sortino numerator)

Volatility

32.31%

Sharpe ratio

-1.239

VaR 95%

-3.00%

CVaR 95%: -3.36%
Max drawdown: -12.46%
Sortino ratio: -2.198
Calmar ratio: -2.92

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

-15.85%

Ann. 54.72% (Sharpe / Sortino numerator)

Volatility

31.18%

Sharpe ratio

1.638

VaR 95%

-2.65%

CVaR 95%: -3.55%
Max drawdown: -12.46%
Sortino ratio: 2.885
Calmar ratio: 4.39

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

6.04%

Ann. 9.97% (Sharpe / Sortino numerator)

Volatility

26.46%

Sharpe ratio

0.240

VaR 95%

-2.44%

CVaR 95%: -3.19%
Max drawdown: -15.06%
Sortino ratio: 0.415
Calmar ratio: 0.66

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

13.67%

Ann. 57.79% (Sharpe / Sortino numerator)

Volatility

25.66%

Sharpe ratio

2.110

VaR 95%

-2.22%

CVaR 95%: -3.41%
Max drawdown: -15.06%
Sortino ratio: 3.001
Calmar ratio: 3.84

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

92.44%

Ann. 50.70% (Sharpe / Sortino numerator)

Volatility

22.19%

Sharpe ratio

2.122

VaR 95%

-1.98%

CVaR 95%: -2.95%
Max drawdown: -15.06%
Sortino ratio: 3.031
Calmar ratio: 3.37

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

164.16%

Ann. 47.34% (Sharpe / Sortino numerator)

Volatility

20.83%

Sharpe ratio

2.100

VaR 95%

-1.85%

CVaR 95%: -2.76%
Max drawdown: -15.06%
Sortino ratio: 3.057
Calmar ratio: 3.14

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.062%

Best day

5.269%

05/01/2026
Worst day

-4.731%

04/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $64.90 $65.08 $64.49 $64.86 2,896,400
01/06/2026 $66.70 $66.70 $65.20 $65.62 2,231,000
29/05/2026 $67.69 $67.69 $66.92 $67.53 2,123,000
28/05/2026 $66.31 $68.10 $66.25 $67.92 4,876,300
27/05/2026 $65.99 $66.00 $65.30 $65.53 1,356,600
26/05/2026 $66.00 $66.37 $65.62 $66.13 1,965,900
22/05/2026 $65.01 $65.32 $64.70 $65.15 1,388,200
21/05/2026 $64.39 $64.67 $63.89 $64.37 1,729,400
20/05/2026 $64.23 $64.64 $63.74 $64.60 1,876,100
19/05/2026 $64.17 $64.55 $63.62 $64.02 4,885,400