Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLUE (iShares MSCI USA Value Factor ETF) | 47.08% | 89.43% | 33.96% | 16.06% | 15.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLUE (iShares MSCI USA Value Factor ETF) | 04/18/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 89.43 | 33.96 | 16.06 | 15.21 | NA | NA | … | … | 47.08 | 32.67 | 7.25 | 14.26 | -14.17 | 28.93 | -0.24 | 27.21 | -11.10 | 21.95 | 14.54 | -3.49 | 12.77 | 22.41 |
| Sharpe Ratio | NA | 5.05 | 1.86 | 0.77 | 0.68 | NA | NA | … | … | 7.03 | 1.60 | 0.27 | 0.72 | -0.68 | 1.88 | -0.01 | 1.73 | -0.72 | 2.56 | 0.93 | -0.22 | 1.16 | 2.71 |
| Standard Deviation(%) | NA | 17.17 | 16.45 | 17.75 | 19.89 | NA | NA | … | … | 21.05 | 18.65 | 13.26 | 14.79 | 22.96 | 15.41 | 39.58 | 14.85 | 17.32 | 8.35 | 15.42 | 15.67 | 10.98 | 12.23 |
| Draw Down(%) | NA | 9.04 | 17.89 | 27.13 | 39.47 | NA | NA | … | … | 9.04 | 17.15 | 9.23 | 11.69 | 27.13 | 7.09 | 39.47 | 10.31 | 22.15 | 4.26 | 13.98 | 12.95 | 8.18 | 5.63 |
| Yield(%) | 0.00 | 2.63 | 3.08 | 2.57 | 3.75 | 3.65 | 2.74 | … | … | 0.45 | 2.74 | 2.84 | 2.95 | 2.61 | 2.83 | 2.33 | 3.19 | 2.32 | 2.53 | 1.67 | 2.28 | 1.83 | 1.60 |
Data as of 06/04/2026, Common starting date is 04/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLUE (iShares MSCI USA Value Factor ETF) |
-2.21%
Mar 2017 – Mar 2020 |
1.48%
Mar 2015 – Mar 2020 |
6.99%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLUE (iShares MSCI USA Value Factor ETF) |
34.30%
May 2023 – May 2026 |
16.13%
May 2021 – May 2026 |
15.14%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart