Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISVUF (iShares IV Public Limited Company – iShares Edge MSCI USA Value Factor UCITS ETF) | 43.74% | 82.44% | 31.31% | 15.49% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/14/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISVUF (iShares IV Public Limited Company – iShares Edge MSCI USA Value Factor UCITS ETF) | 10/14/2016 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 82.44 | 31.31 | 15.49 | NA | NA | NA | … | … | 43.74 | 33.84 | 7.46 | 14.62 | -15.14 | 21.26 | -1.49 | 25.93 | -12.11 | 21.68 | 10.34 |
| Sharpe Ratio | NA | 4.27 | 1.56 | 0.63 | NA | NA | NA | … | … | 5.18 | 1.64 | 0.06 | 0.62 | -0.66 | 2.06 | -0.05 | 1.64 | -0.77 | 2.44 | 6.02 |
| Standard Deviation(%) | NA | 18.47 | 17.89 | 19.33 | NA | NA | NA | … | … | 22.89 | 19.30 | 14.99 | 16.87 | 25.07 | 15.71 | 33.81 | 14.97 | 17.34 | 8.68 | 9.64 |
| Draw Down(%) | NA | 9.11 | 18.89 | 27.78 | NA | NA | NA | … | … | 9.11 | 18.12 | 8.61 | 11.60 | 27.78 | 5.17 | 39.73 | 9.70 | 20.93 | 4.19 | 1.46 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 10/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISVUF (iShares IV Public Limited Company – iShares Edge MSCI USA Value Factor UCITS ETF) |
-2.06%
Mar 2017 – Mar 2020 |
3.00%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISVUF (iShares IV Public Limited Company – iShares Edge MSCI USA Value Factor UCITS ETF) |
33.97%
May 2023 – May 2026 |
15.61%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart