ISHARES MSCI USA VALUE FACTOR ETF

Symbol: VLUE

Exchange: BATS

Sector: Technology

Category: Large Value

Inception Date: 16/04/2013

Latest Date: 02/04/2026

Current Price: $145.22

Expense Ratio: 0.15%

Assets Under Management
$10.2B
2.23% 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

-2.95%

Volatility

21.80%

Sharpe Ratio

-1.451

VaR 95%

-2.08%

CVaR 95%: -2.12%
Max Drawdown: -6.82%
Sortino Ratio: -3.183
Calmar Ratio: -4.11
Return

4.21%

Volatility

18.71%

Sharpe Ratio

0.782

VaR 95%

-1.86%

CVaR 95%: -2.03%
Max Drawdown: -9.43%
Sortino Ratio: 1.320
Calmar Ratio: 1.94
Return

15.08%

Volatility

17.50%

Sharpe Ratio

1.664

VaR 95%

-1.83%

CVaR 95%: -2.19%
Max Drawdown: -9.43%
Sortino Ratio: 2.559
Calmar Ratio: 3.47
Return

37.89%

Volatility

19.62%

Sharpe Ratio

1.756

VaR 95%

-1.78%

CVaR 95%: -2.78%
Max Drawdown: -9.43%
Sortino Ratio: 2.263
Calmar Ratio: 4.04
Return

42.22%

Volatility

17.01%

Sharpe Ratio

0.924

VaR 95%

-1.67%

CVaR 95%: -2.44%
Max Drawdown: -17.89%
Sortino Ratio: 1.259
Calmar Ratio: 1.08
Return

68.46%

Volatility

15.79%

Sharpe Ratio

0.978

VaR 95%

-1.46%

CVaR 95%: -2.17%
Max Drawdown: -17.89%
Sortino Ratio: 1.407
Calmar Ratio: 1.07

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

0.136%

Best Day

7.797%

09/04/2025
Worst Day

-5.919%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $142.05 $145.52 $142.02 $145.22 678,800
01/04/2026 $143.60 $145.63 $143.25 $144.76 1,393,700
31/03/2026 $139.67 $142.29 $139.26 $142.19 2,363,100
30/03/2026 $142.38 $142.45 $137.85 $138.48 619,700
27/03/2026 $142.47 $143.04 $140.79 $141.08 566,900
26/03/2026 $144.16 $145.06 $142.84 $142.90 546,100
25/03/2026 $145.46 $146.21 $144.55 $145.56 907,300
24/03/2026 $142.97 $145.33 $142.81 $144.91 501,900
23/03/2026 $145.08 $146.01 $143.31 $143.80 1,286,500
20/03/2026 $145.70 $145.80 $142.20 $143.10 1,426,600