Summary
TEXN
Prices · period metrics · 12M
NAV as of 02/06/2026
24/06/2025 → 06/05/2026
Return 36.54% Volatility 14.34% Sharpe 2.23
Official loaded data — not a live quote.

iShares Texas Equity ETF

Symbol: TEXN

Exchange: NASDAQ

Sector: Energy

Category: Large Blend

Inception date: 23/06/2025

Latest date: 02/06/2026

Current price: $34.07

Expense ratio: 0.20%

Assets under management
$16.7M
0.65% 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

5.60%

Ann. -11.54% (Sharpe / Sortino numerator)

Volatility

14.72%

Sharpe ratio

-1.031

VaR 95%

-1.37%

CVaR 95%: -1.42%
Max drawdown: -2.03%
Sortino ratio: -1.915
Calmar ratio: -5.68

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

11.79%

Ann. 47.25% (Sharpe / Sortino numerator)

Volatility

15.52%

Sharpe ratio

2.811

VaR 95%

-1.46%

CVaR 95%: -1.66%
Max drawdown: -2.81%
Sortino ratio: 5.002
Calmar ratio: 16.84

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

26.98%

Ann. 20.10% (Sharpe / Sortino numerator)

Volatility

15.42%

Sharpe ratio

1.068

VaR 95%

-1.62%

CVaR 95%: -1.94%
Max drawdown: -6.33%
Sortino ratio: 1.718
Calmar ratio: 3.17

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.

Period total return

36.54%

Ann. 35.57% (Sharpe / Sortino numerator)

Volatility

14.34%

Sharpe ratio

2.230

VaR 95%

-1.46%

CVaR 95%: -1.78%
Max drawdown: -6.34%
Sortino ratio: 3.633
Calmar ratio: 5.61

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: 24/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.136%

Best day

3.987%

10/09/2025
Worst day

-2.59%

10/10/2025
Days with data

236

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $33.85 $34.07 $33.85 $34.07 400
01/06/2026 $33.28 $33.68 $33.28 $33.60 800
29/05/2026 $33.36 $33.38 $33.29 $33.35 2,200
28/05/2026 $33.03 $33.24 $33.03 $33.14 1,800
27/05/2026 $33.02 $33.04 $32.99 $32.99 1,500
26/05/2026 $33.17 $33.45 $33.17 $33.26 5,800
22/05/2026 $33.03 $33.16 $33.03 $33.16 1,500
21/05/2026 $32.84 $32.85 $32.70 $32.77 2,800
20/05/2026 $32.86 $32.86 $32.80 $32.80 1,700
19/05/2026 $32.70 $32.70 $32.44 $32.66 900