ISHARES MORNINGSTAR MID-CAP VALUE ETF

Symbol: IMCV

Exchange: NASDAQ

Sector: Financial_Services

Category: Mid-Cap Value

Inception Date: 28/06/2004

Latest Date: 02/04/2026

Current Price: $85.16

Expense Ratio: 0.06%

Assets Under Management
$1.0B
0.69% 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

-3.99%

Volatility

13.39%

Sharpe Ratio

-2.960

VaR 95%

-1.35%

CVaR 95%: -1.38%
Max Drawdown: -5.78%
Sortino Ratio: -4.693
Calmar Ratio: -6.23
Return

2.64%

Volatility

12.68%

Sharpe Ratio

0.595

VaR 95%

-1.26%

CVaR 95%: -1.34%
Max Drawdown: -7.21%
Sortino Ratio: 0.965
Calmar Ratio: 1.55
Return

6.50%

Volatility

12.49%

Sharpe Ratio

0.793

VaR 95%

-1.25%

CVaR 95%: -1.52%
Max Drawdown: -7.21%
Sortino Ratio: 1.252
Calmar Ratio: 1.88
Return

15.73%

Volatility

16.91%

Sharpe Ratio

0.719

VaR 95%

-1.30%

CVaR 95%: -2.42%
Max Drawdown: -8.59%
Sortino Ratio: 0.888
Calmar Ratio: 1.84
Return

24.22%

Volatility

15.00%

Sharpe Ratio

0.525

VaR 95%

-1.25%

CVaR 95%: -2.08%
Max Drawdown: -18.63%
Sortino Ratio: 0.707
Calmar Ratio: 0.62
Return

46.99%

Volatility

14.52%

Sharpe Ratio

0.698

VaR 95%

-1.33%

CVaR 95%: -1.95%
Max Drawdown: -18.63%
Sortino Ratio: 0.996
Calmar Ratio: 0.74

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

6.928%

09/04/2025
Worst Day

-6.01%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $84.58 $85.17 $84.05 $85.16 101,300
01/04/2026 $85.03 $85.15 $84.88 $84.92 43,500
31/03/2026 $84.41 $84.86 $83.83 $84.79 21,700
30/03/2026 $84.11 $84.42 $83.22 $83.44 37,000
27/03/2026 $84.14 $84.41 $83.48 $83.65 15,000
26/03/2026 $84.32 $85.11 $84.32 $84.33 11,600
25/03/2026 $84.76 $84.79 $84.53 $84.60 25,500
24/03/2026 $83.41 $84.60 $83.04 $84.19 17,400
23/03/2026 $83.66 $84.40 $83.66 $83.69 15,600
20/03/2026 $83.84 $83.96 $82.41 $82.78 65,200