Summary
SHV
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 3.82% 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: 16/07/2026

Current price: $110.21

Expense ratio: 0.15%

Assets under management
$20.9B
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

0.27%

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

0.87%

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

1.69%

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

3.82%

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

8.59%

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

14.39%

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.015%

Best day

0.086%

01/08/2025
Worst day

-0.027%

17/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $110.21 $110.22 $110.21 $110.21 1,505,900
15/07/2026 $110.20 $110.21 $110.20 $110.21 1,871,800
14/07/2026 $110.18 $110.20 $110.18 $110.19 2,048,900
13/07/2026 $110.16 $110.17 $110.16 $110.16 1,781,000
10/07/2026 $110.16 $110.17 $110.16 $110.17 2,336,300
09/07/2026 $110.12 $110.14 $110.12 $110.14 1,954,500
08/07/2026 $110.11 $110.12 $110.11 $110.12 2,097,600
07/07/2026 $110.12 $110.12 $110.10 $110.10 2,274,900
06/07/2026 $110.10 $110.11 $110.10 $110.11 2,022,700
02/07/2026 $110.08 $110.10 $110.08 $110.09 3,131,800