iShares Edge MSCI USA Val Fac ETF $ Acc GBP (LSE:IUVF) - ETF price

ETF Report

iShares Edge MSCI USA Value Factor UCITS ETF USD (Acc) (GBP) IUVF

Morningstar Rating™ (Relative to Category) 30/06/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: US Large-Cap Value EquityClick here to see our Methodology
3-YearAverageAbove AverageStarRatingValueLabel_2
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAbove AverageStarRatingValueLabel_2
Modern Portfolio Statistics 31/07/2021
 Standard Index
Russell 1000 Value TR USD
Best Fit Index
3-Yr R-Squared74.45-
3-Yr Beta0.83-
3-Yr Alpha-1.94-
Return/Risk Analysis 31/07/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation15.4919.18-
3-Yr Mean Return39.879.14-
Sharpe Ratio2.190.43-
Sortino Ratio---
Positive Months92235
Negative Months31422
Worst Month-2.27-13.43-13.43
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