Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVLU (iShares MSCI Intl Value Factor ETF) | 13.30% | 36.14% | 25.00% | 14.08% | 10.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVLU (iShares MSCI Intl Value Factor ETF) | 07/16/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 36.14 | 25.00 | 14.08 | 10.90 | NA | NA | … | … | 13.30 | 46.82 | 6.76 | 20.07 | -5.74 | 15.34 | -4.50 | 15.58 | -15.09 | 23.12 | 3.02 | -10.18 |
| Sharpe Ratio | NA | 2.21 | 1.43 | 0.72 | 0.52 | NA | NA | … | … | 1.71 | 2.62 | 0.25 | 1.19 | -0.34 | 1.08 | -0.14 | 1.16 | -1.13 | 2.71 | 0.13 | -0.99 |
| Standard Deviation(%) | NA | 15.08 | 15.32 | 16.48 | 17.75 | NA | NA | … | … | 18.68 | 17.13 | 12.82 | 13.97 | 21.29 | 14.23 | 32.72 | 12.17 | 14.63 | 8.33 | 20.85 | 20.99 |
| Draw Down(%) | NA | 11.69 | 15.48 | 26.05 | 41.86 | NA | NA | … | … | 11.69 | 15.48 | 8.97 | 9.66 | 26.05 | 9.14 | 37.09 | 11.58 | 23.14 | 3.31 | 15.70 | 14.14 |
| Yield(%) | 0.00 | 4.28 | 5.11 | 4.06 | 4.09 | 2.42 | 1.81 | … | … | 0.00 | 5.23 | 4.58 | 5.31 | 3.24 | 3.62 | 1.89 | 3.94 | 2.31 | 3.40 | 2.59 | 0.83 |
Data as of 06/04/2026, Common starting date is 07/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVLU (iShares MSCI Intl Value Factor ETF) |
-7.46%
Oct 2017 – Oct 2020 |
-1.84%
Sep 2017 – Sep 2022 |
7.65%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVLU (iShares MSCI Intl Value Factor ETF) |
26.78%
Sep 2022 – Sep 2025 |
18.27%
Oct 2020 – Oct 2025 |
11.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart