Summary
TEXN
Prices · period metrics · 12M
NAV as of 16/07/2026
24/06/2025 → 06/05/2026
Return 27.36% 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: 16/07/2026

Current price: $32.04

Expense ratio: 0.20%

Assets under management
$16.9M
-0.48% 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

-2.08%

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

4.29%

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

13.35%

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

27.36%

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

Methodology: adjusted prices + daily simple return
Average daily return

0.101%

Best day

3.988%

10/09/2025
Worst day

-3.298%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $32.20 $32.20 $31.98 $32.04 3,800
15/07/2026 $32.05 $32.28 $32.05 $32.27 1,100
14/07/2026 $32.47 $32.51 $32.41 $32.51 1,100
13/07/2026 $32.42 $32.42 $32.26 $32.29 3,000
10/07/2026 $32.32 $32.38 $32.32 $32.35 1,800
09/07/2026 $32.32 $32.34 $32.32 $32.32 700
08/07/2026 $32.24 $32.24 $32.10 $32.18 3,200
07/07/2026 $32.02 $32.10 $31.87 $32.10 1,200
06/07/2026 $31.94 $32.24 $31.94 $32.16 2,100
02/07/2026 $32.34 $32.34 $31.54 $31.76 3,800