Summary
XT
Prices · period metrics · 12M
NAV as of 31/08/2026
02/04/2025 → 02/04/2026
Return 32.38% Volatility 20.84% Sharpe 1.17
Official loaded data — not a live quote.

ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF

Symbol: XT

Exchange: NASDAQ

Sector: Technology

Category: Technology

Inception date: 19/03/2015

Latest date: 31/08/2026

Current price: $82.75

Expense ratio: 0.46%

Assets under management
$3.8B
0.40% 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

3.02%

Ann. -40.57% (Sharpe / Sortino numerator)

Volatility

23.93%

Sharpe ratio

-1.847

VaR 95%

-2.12%

CVaR 95%: -2.21%
Max drawdown: -8.01%
Sortino ratio: -3.580
Calmar ratio: -5.07

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

-0.75%

Ann. -8.62% (Sharpe / Sortino numerator)

Volatility

18.40%

Sharpe ratio

-0.666

VaR 95%

-1.93%

CVaR 95%: -2.12%
Max drawdown: -10.45%
Sortino ratio: -1.127
Calmar ratio: -0.82

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

15.42%

Ann. 0.92% (Sharpe / Sortino numerator)

Volatility

17.51%

Sharpe ratio

-0.155

VaR 95%

-1.91%

CVaR 95%: -2.35%
Max drawdown: -10.45%
Sortino ratio: -0.226
Calmar ratio: 0.09

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

32.38%

Ann. 27.92% (Sharpe / Sortino numerator)

Volatility

20.84%

Sharpe ratio

1.165

VaR 95%

-1.79%

CVaR 95%: -2.85%
Max drawdown: -10.45%
Sortino ratio: 1.579
Calmar ratio: 2.67

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

55.76%

Ann. 12.66% (Sharpe / Sortino numerator)

Volatility

19.29%

Sharpe ratio

0.468

VaR 95%

-1.95%

CVaR 95%: -2.76%
Max drawdown: -22.09%
Sortino ratio: 0.642
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

62.65%

Ann. 12.53% (Sharpe / Sortino numerator)

Volatility

18.70%

Sharpe ratio

0.476

VaR 95%

-1.91%

CVaR 95%: -2.65%
Max drawdown: -22.09%
Sortino ratio: 0.679
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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/09/2025 - 31/08/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.119%

Best day

3.611%

31/03/2026
Worst day

-4.31%

05/06/2026
Days with data

249

Recent price history (last 90 days)

Date Open High Low Close Volume
31/08/2026 $82.42 $82.78 $82.40 $82.75 62,500
27/08/2026 $82.81 $83.56 $82.81 $83.48 48,100
26/08/2026 $82.11 $82.54 $82.02 $82.19 72,100
25/08/2026 $82.55 $82.65 $82.29 $82.55 65,200
24/08/2026 $82.56 $82.56 $81.80 $82.09 52,200
21/08/2026 $82.42 $83.19 $82.42 $82.90 63,000
20/08/2026 $82.71 $82.75 $81.99 $82.06 44,000
19/08/2026 $83.06 $83.21 $82.72 $83.06 64,300
18/08/2026 $82.40 $82.65 $81.96 $82.19 53,500
17/08/2026 $83.39 $83.61 $83.11 $83.19 74,800