ISHARES MSCI USA SIZE FACTOR ETF

Symbol: SIZE

Exchange: NYSE ARCA

Sector: Technology

Category: Mid-Cap Blend

Inception Date: 16/04/2013

Latest Date: 02/04/2026

Current Price: $160.41

Expense Ratio: 0.15%

Assets Under Management
$397.5M
0.21% 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

-4.83%

Volatility

17.15%

Sharpe Ratio

-2.654

VaR 95%

-1.56%

CVaR 95%: -1.62%
Max Drawdown: -7.12%
Sortino Ratio: -5.272
Calmar Ratio: -5.88
Return

-1.44%

Volatility

14.90%

Sharpe Ratio

-0.627

VaR 95%

-1.57%

CVaR 95%: -1.68%
Max Drawdown: -8.15%
Sortino Ratio: -0.978
Calmar Ratio: -0.70
Return

-0.27%

Volatility

14.00%

Sharpe Ratio

-0.298

VaR 95%

-1.48%

CVaR 95%: -1.76%
Max Drawdown: -8.15%
Sortino Ratio: -0.471
Calmar Ratio: -0.07
Return

10.52%

Volatility

18.81%

Sharpe Ratio

0.368

VaR 95%

-1.46%

CVaR 95%: -2.62%
Max Drawdown: -8.45%
Sortino Ratio: 0.486
Calmar Ratio: 1.25
Return

17.80%

Volatility

16.16%

Sharpe Ratio

0.306

VaR 95%

-1.42%

CVaR 95%: -2.23%
Max Drawdown: -18.71%
Sortino Ratio: 0.416
Calmar Ratio: 0.46
Return

42.03%

Volatility

15.24%

Sharpe Ratio

0.579

VaR 95%

-1.42%

CVaR 95%: -2.05%
Max Drawdown: -18.71%
Sortino Ratio: 0.823
Calmar Ratio: 0.67

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

0.047%

Best Day

9.403%

09/04/2025
Worst Day

-5.658%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $160.08 $160.41 $159.58 $160.41 6,200
01/04/2026 $159.78 $160.59 $159.78 $159.81 3,400
31/03/2026 $157.10 $159.46 $156.39 $159.46 5,900
30/03/2026 $157.52 $157.54 $155.08 $155.44 9,900
27/03/2026 $157.75 $157.75 $156.03 $156.03 15,000
26/03/2026 $159.12 $160.45 $158.13 $158.18 2,600
25/03/2026 $160.12 $160.75 $159.64 $160.57 53,900
24/03/2026 $158.01 $159.98 $158.01 $159.29 14,500
23/03/2026 $159.47 $160.95 $159.04 $159.04 7,700
20/03/2026 $159.54 $159.54 $156.85 $157.25 4,200