Summary
TEK
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 68.47% Volatility 29.06% Sharpe 0.85
Official loaded data — not a live quote.

iShares Technology Opportunities Active ETF

Symbol: TEK

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 21/10/2024

Latest date: 02/06/2026

Current price: $43.10

Expense ratio: 0.75%

Assets under management
$36.9M
1.16% 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

19.82%

Ann. -41.79% (Sharpe / Sortino numerator)

Volatility

38.59%

Sharpe ratio

-1.177

VaR 95%

-3.65%

CVaR 95%: -4.12%
Max drawdown: -10.37%
Sortino ratio: -2.103
Calmar ratio: -4.03

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

42.37%

Ann. -17.23% (Sharpe / Sortino numerator)

Volatility

31.37%

Sharpe ratio

-0.665

VaR 95%

-3.38%

CVaR 95%: -3.78%
Max drawdown: -15.27%
Sortino ratio: -1.089
Calmar ratio: -1.13

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

42.31%

Ann. -13.29% (Sharpe / Sortino numerator)

Volatility

28.69%

Sharpe ratio

-0.590

VaR 95%

-3.28%

CVaR 95%: -3.77%
Max drawdown: -19.29%
Sortino ratio: -0.895
Calmar ratio: -0.69

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

68.47%

Ann. 28.41% (Sharpe / Sortino numerator)

Volatility

29.06%

Sharpe ratio

0.853

VaR 95%

-3.03%

CVaR 95%: -4.15%
Max drawdown: -19.29%
Sortino ratio: 1.138
Calmar ratio: 1.47

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

0.221%

Best day

5.667%

08/04/2026
Worst day

-4.445%

26/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $42.61 $43.10 $42.61 $43.10 4,800
01/06/2026 $41.86 $42.80 $41.81 $42.69 4,200
29/05/2026 $41.72 $41.74 $41.27 $41.49 15,500
28/05/2026 $40.55 $41.55 $40.55 $41.40 3,600
27/05/2026 $40.83 $40.83 $40.50 $40.77 5,000
26/05/2026 $40.64 $41.03 $40.64 $41.00 3,800
22/05/2026 $39.85 $39.85 $39.47 $39.47 6,000
21/05/2026 $39.16 $39.64 $39.08 $39.49 3,600
20/05/2026 $38.34 $38.93 $38.34 $38.84 2,200
19/05/2026 $37.74 $38.08 $37.23 $37.85 4,800