Summary
SHV
Prices · period metrics · 12M
NAV as of 03/09/2026
02/04/2025 → 02/04/2026
Return 3.38% Volatility 0.46% Sharpe -0.42
Official loaded data — not a live quote.

ISHARES 0-1 YEAR TREASURY BOND ETF

Symbol: SHV

Exchange: NYSE

Sector: N/A

Category: Ultrashort Bond

Inception date: 05/01/2007

Latest date: 03/09/2026

Current price: $110.08

Expense ratio: 0.15%

Assets under management
$20.7B
0.01% 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

0.00%

Ann. 0.20% (Sharpe / Sortino numerator)

Volatility

1.01%

Sharpe ratio

-3.410

VaR 95%

0.00%

CVaR 95%: -0.05%
Max drawdown: 0.00%
Sortino ratio: N/A
Calmar ratio: N/A

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

0.60%

Ann. 1.08% (Sharpe / Sortino numerator)

Volatility

0.84%

Sharpe ratio

-3.047

VaR 95%

0.00%

CVaR 95%: -0.04%
Max drawdown: -0.49%
Sortino ratio: -12.516
Calmar ratio: 2.20

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

1.47%

Ann. 2.56% (Sharpe / Sortino numerator)

Volatility

0.61%

Sharpe ratio

-1.757

VaR 95%

0.00%

CVaR 95%: -0.03%
Max drawdown: -0.49%
Sortino ratio: -0.489
Calmar ratio: 5.20

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

3.38%

Ann. 3.44% (Sharpe / Sortino numerator)

Volatility

0.46%

Sharpe ratio

-0.415

VaR 95%

0.00%

CVaR 95%: -0.02%
Max drawdown: -0.49%
Sortino ratio: -0.108
Calmar ratio: 6.98

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

7.66%

Ann. 4.19% (Sharpe / Sortino numerator)

Volatility

0.37%

Sharpe ratio

1.509

VaR 95%

0.00%

CVaR 95%: -0.01%
Max drawdown: -0.49%
Sortino ratio: 0.375
Calmar ratio: 8.51

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.

Period total return

13.45%

Ann. 4.52% (Sharpe / Sortino numerator)

Volatility

0.35%

Sharpe ratio

2.555

VaR 95%

0.00%

CVaR 95%: -0.01%
Max drawdown: -0.49%
Sortino ratio: 0.758
Calmar ratio: 9.17

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: 03/09/2025 - 03/09/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.013%

Best day

0.054%

18/06/2026
Worst day

-0.297%

24/08/2026
Days with data

252

Recent price history (last 90 days)

Date Open High Low Close Volume
03/09/2026 $110.07 $110.09 $110.07 $110.08 4,701,300
02/09/2026 $110.07 $110.07 $110.05 $110.06 4,385,200
01/09/2026 $110.06 $110.06 $110.04 $110.05 4,153,500
31/08/2026 $110.37 $110.38 $110.37 $110.37 3,467,700
28/08/2026 $110.38 $110.39 $110.36 $110.36 3,214,000
27/08/2026 $110.36 $110.36 $110.35 $110.35 2,170,300
26/08/2026 $110.34 $110.35 $110.34 $110.35 1,934,900
25/08/2026 $110.33 $110.34 $110.33 $110.34 1,931,500
24/08/2026 $110.31 $110.33 $110.31 $110.32 2,165,500
21/08/2026 $110.32 $110.32 $110.31 $110.31 1,819,000