ISHARES ENERGY STORAGE & MATERIALS ETF

Symbol: IBAT

Exchange: NASDAQ

Sector: Industrials

Category: Miscellaneous Sector

Inception Date: 19/03/2024

Latest Date: 02/04/2026

Current Price: $34.28

Expense Ratio: 0.47%

Assets Under Management
$40.1M
0.98% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-4.53%

Volatility

35.78%

Sharpe Ratio

-1.214

VaR 95%

-3.60%

CVaR 95%: -5.01%
Max Drawdown: -5.13%
Sortino Ratio: -1.505
Calmar Ratio: -7.76
Return

16.89%

Volatility

28.48%

Sharpe Ratio

2.982

VaR 95%

-2.71%

CVaR 95%: -3.91%
Max Drawdown: -11.90%
Sortino Ratio: 3.666
Calmar Ratio: 7.44
Return

18.86%

Volatility

28.35%

Sharpe Ratio

1.342

VaR 95%

-2.78%

CVaR 95%: -3.85%
Max Drawdown: -12.25%
Sortino Ratio: 1.864
Calmar Ratio: 3.40
Return

63.58%

Volatility

25.78%

Sharpe Ratio

2.338

VaR 95%

-2.61%

CVaR 95%: -3.66%
Max Drawdown: -12.25%
Sortino Ratio: 3.203
Calmar Ratio: 5.21
Return

41.09%

Volatility

22.91%

Sharpe Ratio

0.665

VaR 95%

-2.48%

CVaR 95%: -3.34%
Max Drawdown: -28.26%
Sortino Ratio: 0.934
Calmar Ratio: 0.67

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.209%

Best Day

6.927%

09/04/2025
Worst Day

-6.118%

03/03/2026
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $33.95 $34.52 $33.95 $34.28 5,000
01/04/2026 $34.57 $34.67 $34.16 $34.43 9,100
31/03/2026 $33.04 $34.14 $33.04 $34.11 13,600
30/03/2026 $33.87 $33.87 $32.85 $32.99 10,000
27/03/2026 $33.32 $33.52 $33.11 $33.16 6,700
26/03/2026 $34.03 $34.13 $33.23 $33.23 13,200
25/03/2026 $34.23 $34.41 $34.05 $34.08 16,800
24/03/2026 $33.15 $33.72 $33.15 $33.56 23,000
23/03/2026 $33.69 $33.83 $33.07 $33.35 21,300
20/03/2026 $33.98 $34.06 $32.72 $32.72 10,700