ISHARES MORNINGSTAR VALUE ETF

Symbol: ILCV

Exchange: NYSE ARCA

Sector: Technology

Category: Large Value

Inception Date: 28/06/2004

Latest Date: 02/04/2026

Current Price: $93.49

Expense Ratio: 0.04%

Assets Under Management
$1.2B
0.88% 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

-3.89%

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

-1.20%

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

3.97%

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

15.92%

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

27.19%

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

55.04%

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: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.064%

Best Day

7.192%

09/04/2025
Worst Day

-5.879%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
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
27/03/2026 $92.31 $92.31 $91.16 $91.35 45,500
26/03/2026 $92.68 $93.37 $92.44 $92.51 29,800
25/03/2026 $93.43 $93.49 $92.76 $93.13 50,300
24/03/2026 $92.12 $93.25 $92.01 $92.72 53,600
23/03/2026 $93.08 $93.48 $92.63 $92.73 159,500
20/03/2026 $92.77 $92.90 $91.64 $91.96 34,700