ISHARES MORNINGSTAR SMALL-CAP VALUE ETF

Symbol: ISCV

Exchange: NYSE ARCA

Sector: Financial_Services

Category: Small Value

Inception Date: 28/06/2004

Latest Date: 17/04/2026

Current Price: $74.25

Expense Ratio: 0.06%

Assets Under Management
$600.6M
1.09% 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

8.78%

Volatility

17.98%

Sharpe Ratio

-2.288

VaR 95%

-1.65%

CVaR 95%: -1.74%
Max Drawdown: -7.03%
Sortino Ratio: -4.419
Calmar Ratio: -5.33
Return

4.08%

Volatility

16.77%

Sharpe Ratio

0.077

VaR 95%

-1.66%

CVaR 95%: -1.84%
Max Drawdown: -9.61%
Sortino Ratio: 0.129
Calmar Ratio: 0.51
Return

11.86%

Volatility

17.01%

Sharpe Ratio

0.370

VaR 95%

-1.70%

CVaR 95%: -2.07%
Max Drawdown: -9.61%
Sortino Ratio: 0.596
Calmar Ratio: 1.03
Return

38.44%

Volatility

21.76%

Sharpe Ratio

0.667

VaR 95%

-1.79%

CVaR 95%: -3.00%
Max Drawdown: -9.61%
Sortino Ratio: 0.915
Calmar Ratio: 1.89
Return

37.47%

Volatility

20.10%

Sharpe Ratio

0.340

VaR 95%

-1.81%

CVaR 95%: -2.75%
Max Drawdown: -25.35%
Sortino Ratio: 0.492
Calmar Ratio: 0.41
Return

52.17%

Volatility

19.92%

Sharpe Ratio

0.447

VaR 95%

-1.79%

CVaR 95%: -2.60%
Max Drawdown: -25.35%
Sortino Ratio: 0.691
Calmar Ratio: 0.49

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

0.138%

Best Day

3.897%

22/08/2025
Worst Day

-3.19%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $73.45 $74.74 $73.45 $74.25 13,900
16/04/2026 $72.78 $73.05 $72.71 $73.05 9,200
15/04/2026 $73.01 $73.01 $72.54 $72.70 9,300
14/04/2026 $72.65 $72.94 $72.65 $72.83 18,800
13/04/2026 $71.72 $72.53 $71.69 $72.53 7,200
10/04/2026 $72.63 $72.73 $71.69 $71.82 33,400
02/04/2026 $68.96 $69.89 $68.87 $69.88 38,000
01/04/2026 $69.59 $70.14 $69.59 $69.74 47,700
31/03/2026 $68.59 $69.52 $68.41 $69.51 9,000
30/03/2026 $68.81 $68.94 $67.72 $67.85 11,300