Summary
USXF
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 22.90% Volatility 21.11% Sharpe 0.75
Official loaded data — not a live quote.

ISHARES ESG ADVANCED MSCI USA ETF

Symbol: USXF

Exchange: NASDAQ

Sector: Technology

Category: Large Growth

Inception date: 16/06/2020

Latest date: 16/07/2026

Current price: $66.65

Expense ratio: 0.10%

Assets under management
$1.5B
-0.34% 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

-1.95%

Ann. -35.96% (Sharpe / Sortino numerator)

Volatility

22.65%

Sharpe ratio

-1.748

VaR 95%

-1.94%

CVaR 95%: -2.16%
Max drawdown: -8.15%
Sortino ratio: -3.028
Calmar ratio: -4.41

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

9.20%

Ann. -13.95% (Sharpe / Sortino numerator)

Volatility

19.35%

Sharpe ratio

-0.908

VaR 95%

-1.92%

CVaR 95%: -2.22%
Max drawdown: -10.39%
Sortino ratio: -1.484
Calmar ratio: -1.34

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

12.96%

Ann. -5.95% (Sharpe / Sortino numerator)

Volatility

18.13%

Sharpe ratio

-0.528

VaR 95%

-1.94%

CVaR 95%: -2.40%
Max drawdown: -10.39%
Sortino ratio: -0.763
Calmar ratio: -0.57

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

22.90%

Ann. 19.53% (Sharpe / Sortino numerator)

Volatility

21.11%

Sharpe ratio

0.753

VaR 95%

-1.93%

CVaR 95%: -3.00%
Max drawdown: -10.39%
Sortino ratio: 0.976
Calmar ratio: 1.88

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

40.12%

Ann. 13.07% (Sharpe / Sortino numerator)

Volatility

19.93%

Sharpe ratio

0.474

VaR 95%

-2.03%

CVaR 95%: -2.93%
Max drawdown: -20.93%
Sortino ratio: 0.630
Calmar ratio: 0.62

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

85.89%

Ann. 20.46% (Sharpe / Sortino numerator)

Volatility

18.07%

Sharpe ratio

0.932

VaR 95%

-1.78%

CVaR 95%: -2.59%
Max drawdown: -20.93%
Sortino ratio: 1.272
Calmar ratio: 0.98

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

0.089%

Best day

3.627%

06/02/2026
Worst day

-4.509%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $66.88 $67.18 $66.37 $66.65 46,000
15/07/2026 $68.60 $68.60 $66.61 $67.50 35,200
14/07/2026 $68.57 $68.57 $67.82 $68.25 47,000
13/07/2026 $68.05 $68.08 $67.25 $67.47 33,600
10/07/2026 $67.98 $68.69 $67.88 $68.64 41,100
09/07/2026 $68.28 $68.62 $68.00 $68.24 53,700
08/07/2026 $66.38 $67.22 $66.19 $67.18 36,600
07/07/2026 $67.11 $67.17 $66.28 $66.90 51,100
06/07/2026 $67.98 $68.40 $67.94 $68.03 52,800
02/07/2026 $68.51 $68.76 $66.70 $67.26 44,500