ISHARES MORNINGSTAR VALUE ETF

Symbol: ILCV

Exchange: NYSE ARCA

Sector: Technology

Category: Large Value

Inception Date: 28/06/2004

Latest Date: 17/04/2026

Current Price: $98.01

Expense Ratio: 0.04%

Assets Under Management
$1.2B
0.49% daily change

Period Performance

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

Adjusted Return
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Performance Metrics

Return

5.24%

Volatility

12.72%

Sharpe Ratio

-3.056

VaR 95%

-1.26%

CVaR 95%: -1.35%
Max Drawdown: -5.71%
Sortino Ratio: -5.382
Calmar Ratio: -6.17
Return

3.43%

Volatility

10.94%

Sharpe Ratio

-0.771

VaR 95%

-1.26%

CVaR 95%: -1.40%
Max Drawdown: -6.90%
Sortino Ratio: -1.087
Calmar Ratio: -0.70
Return

8.36%

Volatility

10.83%

Sharpe Ratio

0.419

VaR 95%

-1.13%

CVaR 95%: -1.43%
Max Drawdown: -6.90%
Sortino Ratio: 0.633
Calmar Ratio: 1.18
Return

30.40%

Volatility

15.28%

Sharpe Ratio

0.809

VaR 95%

-1.23%

CVaR 95%: -2.21%
Max Drawdown: -7.98%
Sortino Ratio: 0.965
Calmar Ratio: 2.00
Return

38.81%

Volatility

13.35%

Sharpe Ratio

0.689

VaR 95%

-1.26%

CVaR 95%: -1.93%
Max Drawdown: -14.95%
Sortino Ratio: 0.864
Calmar Ratio: 0.86
Return

59.71%

Volatility

12.44%

Sharpe Ratio

0.979

VaR 95%

-1.12%

CVaR 95%: -1.73%
Max Drawdown: -14.95%
Sortino Ratio: 1.292
Calmar Ratio: 1.06

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.11%

Best Day

2.453%

12/05/2025
Worst Day

-2.036%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $97.53 $98.30 $97.48 $98.01 33,400
16/04/2026 $96.90 $97.21 $96.86 $97.16 21,600
15/04/2026 $96.62 $97.02 $96.34 $96.89 22,500
14/04/2026 $96.04 $96.61 $95.98 $96.53 55,300
13/04/2026 $95.27 $96.14 $95.10 $96.14 25,400
10/04/2026 $96.15 $96.18 $95.30 $95.45 21,500
02/04/2026 $92.67 $93.68 $92.62 $93.49 60,900
01/04/2026 $93.39 $93.65 $93.22 $93.35 45,600
31/03/2026 $92.15 $93.14 $91.81 $93.14 47,400
30/03/2026 $92.12 $92.12 $91.05 $91.35 61,600