Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMMV (iShares MSCI USA Small-Cap Min Vol Factor ETF) | 2.54% | 7.23% | 11.50% | 4.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMMV (iShares MSCI USA Small-Cap Min Vol Factor ETF) | 09/09/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 7.23 | 11.50 | 4.86 | NA | NA | NA | … | … | 2.54 | 6.42 | 18.29 | 5.06 | -9.99 | 16.65 | -2.89 | 24.21 | 1.16 | 14.31 | 7.50 |
| Sharpe Ratio | NA | 0.53 | 0.70 | 0.18 | NA | NA | NA | … | … | 0.46 | 0.27 | 1.23 | 0.11 | -0.65 | 1.26 | -0.09 | 2.44 | -0.02 | 1.76 | 2.54 |
| Standard Deviation(%) | NA | 9.75 | 12.15 | 13.48 | NA | NA | NA | … | … | 9.46 | 13.39 | 11.94 | 12.41 | 17.62 | 13.17 | 33.30 | 9.30 | 11.72 | 7.79 | 10.28 |
| Draw Down(%) | NA | 7.02 | 13.68 | 18.00 | NA | NA | NA | … | … | 7.02 | 10.76 | 6.18 | 11.50 | 17.59 | 7.05 | 38.77 | 3.84 | 15.19 | 2.81 | 5.32 |
| Yield(%) | 0.00 | 1.83 | 2.14 | 1.72 | 2.29 | 1.53 | 1.15 | … | … | 0.49 | 1.86 | 2.04 | 1.84 | 1.48 | 1.25 | 1.34 | 2.03 | 1.71 | 1.83 | 0.85 |
Data as of 06/04/2026, Common starting date is 09/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMV (iShares MSCI USA Small-Cap Min Vol Factor ETF) |
-0.90%
Sep 2019 – Sep 2022 |
1.87%
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 |
|---|---|---|---|---|
| SMMV (iShares MSCI USA Small-Cap Min Vol Factor ETF) |
14.87%
Oct 2016 – Oct 2019 |
11.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart