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ACWV: iShares MSCI Global Min Vol Factor ETF (ETF)
Basic Info 120.7 1.32(1.08%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 10/20/2011 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 2.10% |
| Expenses | 0.20% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/20/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 1.6 | 4.4 | 9.8 | 5.5 | 7.4 | 8.3 | 8.7 | 11.4 | 8.2 | -10.4 | 14.0 | 3.0 | 21.0 | -1.4 | 18.6 | 7.5 | 2.9 | 10.6 | 17.4 | 10.7 | -0.9 |
| Sharpe Ratio | NA | 0.53 | 0.37 | 0.8 | 0.31 | 0.48 | 0.61 | 0.61 | 0.64 | 0.48 | -0.8 | 1.63 | 0.1 | 2.51 | -0.26 | 3.75 | 0.7 | 0.23 | 1.28 | 1.8 | 1.15 | -0.23 |
| Draw Down(%) | NA | 6.4 | 6.4 | 7.6 | 18.1 | 28.8 | 28.8 | 7.6 | 4.5 | 7.1 | 18.1 | 5.3 | 28.8 | 3.6 | 10.1 | 2.5 | 7.9 | 11.2 | 5.7 | 9.2 | 5.8 | 7.8 |
| Standard Deviation(%) | NA | 8.3 | 7.7 | 9.0 | 10.2 | 12.4 | 11.9 | 11.1 | 7.5 | 8.4 | 14.7 | 8.6 | 26.7 | 7.8 | 10.6 | 4.8 | 10.4 | 12.3 | 8.2 | 9.6 | 9.3 | 19.8 |
| Treynor Ratio | NA | 0.14 | 0.08 | 0.15 | 0.06 | 0.09 | 0.12 | 0.12 | 0.11 | 0.07 | -0.2 | 0.28 | 0.03 | 0.34 | -0.04 | 0.37 | 0.14 | 0.04 | 0.16 | 0.25 | 0.26 | -0.11 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | 0.02 | -0.01 | 0.0 | 0.04 | -0.02 | 0.03 | 0.03 | 0.02 | 0.02 | 0.02 | 0.05 | 0.02 | 0.01 | -0.01 |
| Beta | NA | 0.31 | 0.35 | 0.47 | 0.52 | 0.63 | 0.61 | 0.57 | 0.45 | 0.54 | 0.6 | 0.51 | 0.81 | 0.58 | 0.66 | 0.48 | 0.51 | 0.71 | 0.65 | 0.69 | 0.42 | 0.41 |
| RSquared | NA | 0.46 | 0.41 | 0.54 | 0.59 | 0.67 | 0.66 | 0.55 | 0.53 | 0.6 | 0.69 | 0.56 | 0.8 | 0.61 | 0.72 | 0.52 | 0.67 | 0.78 | 0.73 | 0.77 | 0.51 | 0.42 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.5 | 2.2 | 2.8 | N/A | 2.3 | 2.5 | 2.5 | 1.9 | 2.2 | 1.8 | 3.0 | 2.2 | 2.4 | 2.7 | 2.3 | 2.4 | 2.8 | 2.1 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | -2.6 | 26.9 | 20.6 | N/A | N/A | -2.6 | 5.2 | 16.7 | -0.2 | 21.5 | -29.8 | 29.0 | 9.9 | -7.7 | 17.7 | 3.3 | -2.4 | 45.2 | 311.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/20/2011
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