Summary
BLCV
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 24.40% Volatility 15.52% Sharpe 0.59
Official loaded data — not a live quote.

iShares Large Cap Value Active ETF

Symbol: BLCV

Exchange: NYSE ARCA

Sector: Technology

Category: Large Value

Inception date: 19/05/2023

Latest date: 16/07/2026

Current price: $42.38

Expense ratio: 0.46%

Assets under management
$374.6M
0.64% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

2.66%

Ann. -43.59% (Sharpe / Sortino numerator)

Volatility

15.94%

Sharpe ratio

-2.963

VaR 95%

-1.53%

CVaR 95%: -1.64%
Max drawdown: -7.01%
Sortino ratio: -6.284
Calmar ratio: -6.22

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.41%

Ann. -11.73% (Sharpe / Sortino numerator)

Volatility

13.58%

Sharpe ratio

-1.131

VaR 95%

-1.53%

CVaR 95%: -1.63%
Max drawdown: -10.03%
Sortino ratio: -1.776
Calmar ratio: -1.17

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.53%

Ann. 4.33% (Sharpe / Sortino numerator)

Volatility

12.39%

Sharpe ratio

0.056

VaR 95%

-1.38%

CVaR 95%: -1.62%
Max drawdown: -10.03%
Sortino ratio: 0.089
Calmar ratio: 0.43

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

24.40%

Ann. 12.77% (Sharpe / Sortino numerator)

Volatility

15.52%

Sharpe ratio

0.589

VaR 95%

-1.34%

CVaR 95%: -2.24%
Max drawdown: -10.03%
Sortino ratio: 0.744
Calmar ratio: 1.27

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

37.73%

Ann. 9.69% (Sharpe / Sortino numerator)

Volatility

13.57%

Sharpe ratio

0.447

VaR 95%

-1.19%

CVaR 95%: -1.89%
Max drawdown: -13.44%
Sortino ratio: 0.607
Calmar ratio: 0.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

67.13%

Ann. 18.59% (Sharpe / Sortino numerator)

Volatility

12.97%

Sharpe ratio

1.156

VaR 95%

-1.14%

CVaR 95%: -1.70%
Max drawdown: -13.44%
Sortino ratio: 1.656
Calmar ratio: 1.38

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.09%

Best day

2.813%

08/04/2026
Worst day

-1.969%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $42.11 $42.39 $42.11 $42.38 5,600
15/07/2026 $41.84 $42.03 $41.84 $41.88 8,800
14/07/2026 $41.95 $41.95 $41.57 $41.64 11,700
13/07/2026 $42.05 $42.16 $41.92 $41.95 8,700
10/07/2026 $41.97 $41.97 $41.81 $41.92 9,100
09/07/2026 $41.48 $41.74 $41.45 $41.74 13,300
08/07/2026 $41.73 $41.73 $41.36 $41.44 4,800
07/07/2026 $42.14 $42.14 $41.88 $41.89 6,000
06/07/2026 $41.94 $41.94 $41.73 $41.84 8,300
02/07/2026 $41.74 $41.83 $41.61 $41.82 3,000