Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWVUF (iShares IV Public Limited Company – iShares Edge MSCI World Value Factor UCITS ETF) | 70.04% | 75.78% | 30.90% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWVUF (iShares IV Public Limited Company – iShares Edge MSCI World Value Factor UCITS ETF) | 10/22/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.14 | 75.78 | 30.90 | NA | NA | NA | NA | … | … | 70.04 | 5.24 | 13.69 | 14.11 | -10.34 | 1.68 |
| Sharpe Ratio | NA | 1.88 | 1.16 | NA | NA | NA | NA | … | … | 4.17 | 0.81 | 1.08 | 0.86 | -0.88 | 2.98 |
| Standard Deviation(%) | NA | 40.66 | 24.61 | NA | NA | NA | NA | … | … | 62.05 | 3.01 | 9.32 | 12.30 | 13.43 | 3.06 |
| Draw Down(%) | NA | 4.76 | 4.76 | NA | NA | NA | NA | … | … | 4.76 | 0.00 | 0.02 | 4.62 | 13.61 | 0.00 |
| Yield(%) | 0.00 | 3.30 | 3.75 | 2.86 | 1.43 | 0.95 | 0.71 | … | … | 0.00 | 3.36 | 3.44 | 3.79 | 2.81 | 1.28 |
Data as of 06/11/2026, Common starting date is 10/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWVUF (iShares IV Public Limited Company – iShares Edge MSCI World Value Factor UCITS ETF) |
4.44%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| IWVUF (iShares IV Public Limited Company – iShares Edge MSCI World Value Factor UCITS ETF) |
29.80%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart