Summary
URTH
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 21.53% Volatility 17.29% Sharpe 0.92
Official loaded data — not a live quote.

ISHARES MSCI WORLD ETF

Symbol: URTH

Exchange: NYSE

Sector: Technology

Category: Global Large-Stock Blend

Inception date: 10/01/2012

Latest date: 16/07/2026

Current price: $203.58

Expense ratio: 0.24%

Assets under management
$8.1B
-0.20% 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

0.24%

Ann. -39.26% (Sharpe / Sortino numerator)

Volatility

19.36%

Sharpe ratio

-2.215

VaR 95%

-1.74%

CVaR 95%: -1.81%
Max drawdown: -7.35%
Sortino ratio: -4.002
Calmar ratio: -5.34

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

5.98%

Ann. -10.04% (Sharpe / Sortino numerator)

Volatility

14.99%

Sharpe ratio

-0.912

VaR 95%

-1.57%

CVaR 95%: -1.78%
Max drawdown: -9.06%
Sortino ratio: -1.405
Calmar ratio: -1.11

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

8.31%

Ann. 0.61% (Sharpe / Sortino numerator)

Volatility

13.51%

Sharpe ratio

-0.224

VaR 95%

-1.55%

CVaR 95%: -1.82%
Max drawdown: -9.06%
Sortino ratio: -0.319
Calmar ratio: 0.07

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

21.53%

Ann. 19.47% (Sharpe / Sortino numerator)

Volatility

17.29%

Sharpe ratio

0.916

VaR 95%

-1.51%

CVaR 95%: -2.41%
Max drawdown: -9.06%
Sortino ratio: 1.149
Calmar ratio: 2.15

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

36.74%

Ann. 14.33% (Sharpe / Sortino numerator)

Volatility

15.36%

Sharpe ratio

0.697

VaR 95%

-1.54%

CVaR 95%: -2.21%
Max drawdown: -16.94%
Sortino ratio: 0.896
Calmar ratio: 0.85

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

67.87%

Ann. 17.55% (Sharpe / Sortino numerator)

Volatility

14.12%

Sharpe ratio

0.986

VaR 95%

-1.37%

CVaR 95%: -1.99%
Max drawdown: -16.94%
Sortino ratio: 1.321
Calmar ratio: 1.04

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

0.081%

Best day

2.904%

31/03/2026
Worst day

-2.572%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $203.98 $204.55 $202.84 $203.58 432,400
15/07/2026 $204.61 $205.04 $203.55 $204.75 286,300
14/07/2026 $203.89 $204.64 $203.49 $203.98 858,500
13/07/2026 $203.94 $204.15 $202.68 $203.01 330,300
10/07/2026 $204.04 $204.76 $203.03 $204.63 186,000
09/07/2026 $202.69 $203.95 $202.49 $203.73 316,500
08/07/2026 $201.39 $202.44 $200.56 $202.29 476,600
07/07/2026 $204.08 $204.30 $202.71 $203.13 446,300
06/07/2026 $203.55 $204.72 $203.40 $204.44 511,500
02/07/2026 $203.14 $204.30 $201.34 $202.65 682,200