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iShares Technology Opportunities Active ETF (TEK)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
iShares
Inception Date
Oct 21, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

TEK Performance Chart

iShares Technology Opportunities Active ETF (TEK) is up 10.5% since the beginning of the year. TEK is currently trading at $33 per share.


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S&P 500 Index

Returns By Period

iShares Technology Opportunities Active ETF (TEK) has returned 10.51% so far this year and 53.35% over the past 12 months.


iShares Technology Opportunities Active ETF

1D
1.04%
1M
12.04%
YTD
10.51%
6M
7.49%
1Y
53.35%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.80%
1M
4.83%
YTD
2.59%
6M
5.27%
1Y
30.14%
3Y*
19.29%
5Y*
10.91%
10Y*
12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TEK Monthly Returns History

Based on dividend-adjusted daily data since Oct 22, 2024, TEK's average daily return is +0.10%, while the average monthly return is +1.79%. At this rate, an investment would double in approximately 3.3 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2026 with a return of +17.8%, while the worst month was Mar 2025 at -11.1%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.

On a daily basis, TEK closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +13.1%, while the worst single day was Apr 3, 2025 at -6.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.01%-1.18%-6.90%17.75%10.51%
20252.68%-4.77%-11.12%3.27%11.49%9.49%3.09%-0.46%7.40%6.60%-7.05%-0.85%18.63%
2024-2.93%5.04%0.38%2.35%

Benchmark Metrics

iShares Technology Opportunities Active ETF has an annualized alpha of 3.53%, beta of 1.49, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since October 23, 2024.

  • This ETF captured 160.81% of S&P 500 Index gains and 125.26% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 3.53% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha
3.53%
Beta
1.49
0.80
Upside Capture
160.81%
Downside Capture
125.26%

Expense Ratio

TEK has an expense ratio of 0.75%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TEK ranks 47 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


TEK Risk / Return Rank: 4747
Overall Rank
TEK Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
TEK Sortino Ratio Rank: 4949
Sortino Ratio Rank
TEK Omega Ratio Rank: 5151
Omega Ratio Rank
TEK Calmar Ratio Rank: 4242
Calmar Ratio Rank
TEK Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Technology Opportunities Active ETF (TEK) and compare them to a chosen benchmark (S&P 500 Index).


TEKBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.18

2.30

-0.11

Sortino ratio

Return per unit of downside risk

2.81

3.18

-0.38

Omega ratio

Gain probability vs. loss probability

1.37

1.43

-0.06

Calmar ratio

Return relative to maximum drawdown

2.84

3.40

-0.57

Martin ratio

Return relative to average drawdown

8.27

15.35

-7.08

Explore TEK risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

iShares Technology Opportunities Active ETF provided a 1.46% dividend yield over the last twelve months, with an annual payout of $0.48 per share.


1.62%$0.00$0.10$0.20$0.30$0.40$0.502025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.48$0.48

Dividend yield

1.46%1.62%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Technology Opportunities Active ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00
2025$0.01$0.00$0.00$0.00$0.00$0.00$0.48$0.48

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Technology Opportunities Active ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Technology Opportunities Active ETF was 28.24%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.

The current iShares Technology Opportunities Active ETF drawdown is 0.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.24%Feb 18, 202536Apr 8, 202554Jun 26, 202590
-19.29%Oct 30, 2025103Mar 30, 2026
-6.91%Jan 24, 20252Jan 27, 202514Feb 14, 202516
-5.81%Dec 17, 202417Jan 13, 20256Jan 22, 202523
-4.24%Aug 14, 20256Aug 21, 202512Sep 9, 202518

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with TEK

Add iShares Technology Opportunities Active ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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