Summary
SMIN
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return -8.95% Volatility 19.66% Sharpe -0.74
Official loaded data — not a live quote.

ISHARES MSCI INDIA SMALL-CAP ETF

Symbol: SMIN

Exchange: BATS

Sector: Industrials

Category: India Equity

Inception date: 08/02/2012

Latest date: 16/07/2026

Current price: $69.85

Expense ratio: 0.74%

Assets under management
$697.3M
0.23% 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

1.69%

Ann. -52.24% (Sharpe / Sortino numerator)

Volatility

26.69%

Sharpe ratio

-2.093

VaR 95%

-2.45%

CVaR 95%: -2.88%
Max drawdown: -9.29%
Sortino ratio: -3.737
Calmar ratio: -5.62

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

5.42%

Ann. -44.83% (Sharpe / Sortino numerator)

Volatility

23.25%

Sharpe ratio

-2.085

VaR 95%

-2.50%

CVaR 95%: -2.93%
Max drawdown: -18.03%
Sortino ratio: -3.429
Calmar ratio: -2.49

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

3.42%

Ann. -27.51% (Sharpe / Sortino numerator)

Volatility

19.48%

Sharpe ratio

-1.599

VaR 95%

-2.00%

CVaR 95%: -2.60%
Max drawdown: -21.99%
Sortino ratio: -2.537
Calmar ratio: -1.25

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

-8.95%

Ann. -10.86% (Sharpe / Sortino numerator)

Volatility

19.66%

Sharpe ratio

-0.737

VaR 95%

-1.91%

CVaR 95%: -2.74%
Max drawdown: -24.54%
Sortino ratio: -1.097
Calmar ratio: -0.44

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

-9.66%

Ann. -4.50% (Sharpe / Sortino numerator)

Volatility

19.73%

Sharpe ratio

-0.412

VaR 95%

-2.00%

CVaR 95%: -2.90%
Max drawdown: -27.58%
Sortino ratio: -0.564
Calmar ratio: -0.16

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

28.06%

Ann. 9.97% (Sharpe / Sortino numerator)

Volatility

18.22%

Sharpe ratio

0.348

VaR 95%

-1.92%

CVaR 95%: -2.82%
Max drawdown: -27.58%
Sortino ratio: 0.444
Calmar ratio: 0.36

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

-0.03%

Best day

4.312%

08/04/2026
Worst day

-3.208%

24/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $69.69 $70.19 $69.69 $69.85 283,600
15/07/2026 $69.82 $70.36 $69.82 $70.11 55,200
14/07/2026 $69.85 $70.04 $69.40 $69.94 58,800
13/07/2026 $70.49 $70.70 $70.03 $70.12 125,000
10/07/2026 $70.60 $71.00 $70.60 $70.98 65,900
09/07/2026 $69.98 $70.47 $69.86 $70.27 347,400
08/07/2026 $69.09 $69.30 $68.51 $69.11 106,700
07/07/2026 $70.31 $70.50 $69.80 $69.81 152,200
06/07/2026 $70.71 $71.20 $70.34 $71.07 146,900
02/07/2026 $70.65 $71.12 $70.47 $70.81 66,400