ISHARES ESG SCREENED S&P 500 ETF

Symbol: XVV

Exchange: BATS

Sector: Technology

Category: Large Blend

Inception Date: 22/09/2020

Latest Date: 02/04/2026

Current Price: $49.73

Expense Ratio: 0.08%

Assets Under Management
$695.1M
1.58% 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

-4.57%

Volatility

19.07%

Sharpe Ratio

-2.293

VaR 95%

-1.86%

CVaR 95%: -1.89%
Max Drawdown: -8.26%
Sortino Ratio: -4.141
Calmar Ratio: -4.85
Return

-5.55%

Volatility

15.27%

Sharpe Ratio

-1.593

VaR 95%

-1.87%

CVaR 95%: -1.98%
Max Drawdown: -10.80%
Sortino Ratio: -2.336
Calmar Ratio: -1.92
Return

-3.54%

Volatility

14.29%

Sharpe Ratio

-0.745

VaR 95%

-1.65%

CVaR 95%: -2.06%
Max Drawdown: -10.80%
Sortino Ratio: -1.014
Calmar Ratio: -0.65
Return

15.45%

Volatility

18.93%

Sharpe Ratio

0.628

VaR 95%

-1.64%

CVaR 95%: -2.74%
Max Drawdown: -10.80%
Sortino Ratio: 0.800
Calmar Ratio: 1.44
Return

26.81%

Volatility

17.06%

Sharpe Ratio

0.530

VaR 95%

-1.66%

CVaR 95%: -2.49%
Max Drawdown: -19.59%
Sortino Ratio: 0.681
Calmar Ratio: 0.65
Return

65.68%

Volatility

15.65%

Sharpe Ratio

0.945

VaR 95%

-1.54%

CVaR 95%: -2.23%
Max Drawdown: -19.59%
Sortino Ratio: 1.265
Calmar Ratio: 0.94

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

0.064%

Best Day

9.86%

09/04/2025
Worst Day

-5.7%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $48.96 $49.84 $48.85 $49.73 19,000
01/04/2026 $49.62 $49.99 $49.62 $49.71 51,900
31/03/2026 $48.28 $49.31 $48.28 $49.22 16,700
30/03/2026 $48.33 $48.33 $47.59 $47.82 36,700
27/03/2026 $48.64 $48.64 $47.87 $47.99 48,700
26/03/2026 $49.37 $49.63 $48.90 $48.90 15,700
25/03/2026 $50.07 $50.07 $49.71 $49.84 42,000
24/03/2026 $49.47 $49.80 $49.38 $49.50 19,800
23/03/2026 $49.99 $50.36 $49.69 $49.86 36,800
20/03/2026 $49.91 $49.91 $49.08 $49.24 31,900