Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISCV (iShares Morningstar Small Cap Value ETF) | 9.77% | 28.56% | 15.96% | 6.38% | 20.97% | 17.64% | 14.25% | … | … |
Data as of 06/05/2026, Common starting date is 07/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISCV (iShares Morningstar Small Cap Value ETF) | 07/14/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 28.56 | 15.96 | 6.38 | 20.97 | 17.64 | 14.25 | … | … | 9.77 | 10.38 | 9.31 | 16.55 | -10.57 | 29.15 | 202.59 | 19.50 | -17.36 | 8.59 | 27.86 | -8.79 | 9.89 | 35.19 | 18.19 | -2.11 | 25.80 | 40.09 | -31.90 | -8.30 | 19.60 | 4.53 | 17.33 |
| Sharpe Ratio | NA | 1.59 | 0.65 | 0.19 | 0.47 | NA | NA | … | … | 1.41 | 0.34 | 0.30 | 0.63 | -0.49 | 1.38 | 1.69 | 1.16 | -1.16 | 0.67 | 1.52 | -0.58 | 0.78 | 2.63 | 1.18 | -0.07 | 1.05 | 0.97 | -0.71 | -0.54 | 1.07 | 0.15 | 2.97 |
| Standard Deviation(%) | NA | 16.30 | 19.54 | 20.81 | 41.64 | NA | NA | … | … | 15.44 | 21.83 | 18.69 | 20.59 | 24.39 | 21.08 | 118.63 | 15.56 | 16.19 | 11.92 | 18.20 | 15.10 | 12.60 | 13.39 | 15.48 | 29.70 | 24.47 | 41.32 | 46.09 | 21.41 | 15.13 | 15.08 | 13.11 |
| Draw Down(%) | NA | 9.26 | 25.35 | 25.35 | 48.23 | NA | NA | … | … | 9.26 | 21.84 | 9.51 | 18.50 | 20.76 | 12.07 | 48.23 | 13.50 | 25.43 | 8.86 | 13.28 | 15.00 | 10.73 | 6.71 | 11.54 | 26.78 | 20.84 | 39.60 | 48.62 | 19.29 | 10.37 | 10.32 | 5.35 |
| Yield(%) | 0.00 | 2.37 | 2.57 | 2.04 | 3.32 | 4.37 | 4.19 | … | … | 0.39 | 2.21 | 2.16 | 2.52 | 1.84 | 1.25 | 5.91 | 2.71 | 2.00 | 1.83 | 3.15 | 2.34 | 2.60 | 2.35 | 3.00 | 2.35 | 2.19 | 2.63 | 2.23 | 2.28 | 2.30 | 2.21 | 1.26 |
Data as of 06/05/2026, Common starting date is 07/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCV (iShares Morningstar Small Cap Value ETF) |
-19.74%
Feb 2006 – Feb 2009 |
0.01%
Sep 2006 – Sep 2011 |
5.94%
Jan 2006 – Jan 2016 |
7.47%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCV (iShares Morningstar Small Cap Value ETF) |
67.15%
Dec 2018 – Dec 2021 |
37.86%
Aug 2019 – Aug 2024 |
25.30%
Sep 2011 – Sep 2021 |
22.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart