Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISMVF (iShares IV Public Limited Company – iShares Edge MSCI World Value Factor UCITS ETF) | NA | 18.83% | 4.38% | 7.86% | NA | NA | NA | … | … |
Data as of 05/23/2024, Common starting date is 03/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISMVF (iShares IV Public Limited Company – iShares Edge MSCI World Value Factor UCITS ETF) | 03/14/2017 | 05/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 18.83 | 4.38 | 7.86 | NA | NA | NA | … | … | 9.96 | 15.14 | -6.54 | 14.46 | 7.79 | -8.67 | 13.22 | 3.48 |
| Sharpe Ratio | NA | 1.35 | 0.12 | 0.13 | NA | NA | NA | … | … | 2.12 | 0.74 | -0.15 | 0.42 | 0.03 | -0.21 | NA | NA |
| Standard Deviation(%) | NA | 11.12 | 23.26 | 40.30 | NA | NA | NA | … | … | 10.99 | 15.34 | 54.56 | 34.17 | 171.37 | 50.03 | 0.00 | 0.00 |
| Draw Down(%) | NA | 6.61 | 25.77 | 33.59 | NA | NA | NA | … | … | 3.13 | 7.00 | 25.77 | 6.21 | 33.59 | 8.67 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/23/2024, Common starting date is 03/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISMVF (iShares IV Public Limited Company – iShares Edge MSCI World Value Factor UCITS ETF) |
2.88%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISMVF (iShares IV Public Limited Company – iShares Edge MSCI World Value Factor UCITS ETF) |
16.65%
Aug 2020 – Aug 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart