ISHARES MSCI INTL VALUE FACTOR ETF

Symbol: IVLU

Exchange: NYSE ARCA

Sector: Financial_Services

Category: Foreign Large Value

Inception Date: 16/06/2015

Latest Date: 02/04/2026

Current Price: $40.12

Expense Ratio: 0.31%

Assets Under Management
$4.1B
1.57% 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

-4.52%

Volatility

25.86%

Sharpe Ratio

-1.678

VaR 95%

-2.95%

CVaR 95%: -3.12%
Max Drawdown: -7.39%
Sortino Ratio: -2.579
Calmar Ratio: -5.38
Return

4.18%

Volatility

19.25%

Sharpe Ratio

0.752

VaR 95%

-1.88%

CVaR 95%: -2.63%
Max Drawdown: -11.70%
Sortino Ratio: 1.012
Calmar Ratio: 1.55
Return

14.60%

Volatility

16.00%

Sharpe Ratio

1.749

VaR 95%

-1.73%

CVaR 95%: -2.31%
Max Drawdown: -11.70%
Sortino Ratio: 2.320
Calmar Ratio: 2.70
Return

37.86%

Volatility

18.09%

Sharpe Ratio

1.902

VaR 95%

-1.59%

CVaR 95%: -2.55%
Max Drawdown: -11.70%
Sortino Ratio: 2.349
Calmar Ratio: 3.25
Return

55.98%

Volatility

16.17%

Sharpe Ratio

1.322

VaR 95%

-1.58%

CVaR 95%: -2.26%
Max Drawdown: -15.48%
Sortino Ratio: 1.757
Calmar Ratio: 1.61
Return

84.55%

Volatility

15.00%

Sharpe Ratio

1.276

VaR 95%

-1.45%

CVaR 95%: -2.03%
Max Drawdown: -15.48%
Sortino Ratio: 1.774
Calmar Ratio: 1.47

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

0.134%

Best Day

7.306%

09/04/2025
Worst Day

-6.809%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $39.50 $40.27 $39.43 $40.12 1,742,700
01/04/2026 $40.33 $40.59 $40.15 $40.34 2,048,100
31/03/2026 $39.10 $39.74 $38.88 $39.68 2,424,600
30/03/2026 $38.73 $38.89 $38.35 $38.51 1,608,100
27/03/2026 $38.55 $38.81 $38.26 $38.42 1,117,400
26/03/2026 $38.92 $39.22 $38.66 $38.66 1,204,500
25/03/2026 $39.41 $39.54 $39.14 $39.35 1,059,900
24/03/2026 $38.43 $38.97 $38.38 $38.78 1,585,600
23/03/2026 $38.61 $39.23 $38.43 $38.80 2,192,000
20/03/2026 $38.97 $39.02 $37.77 $37.98 2,276,000