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IVLU Ishares MSCI International Value Factor ETF

Over the last 11 years (2015-072026-08), $10,000 invested in IVLU with dividends reinvested grew to $25,4078.71% a year — with a worst peak-to-trough fall of -32.57%. Past performance doesn't predict future results.

Growth of $10,000 · 2015-072026-08 · dividends reinvested

CAGR (annualized return)
8.71%
Volatility (annualized)
16.09%
Worst drawdown
-32.57%
Sharpe ratio
0.50

About IVLU

The iShares MSCI Intl. Value Factor ETF is an exchange-traded fund designed to track the investment results of an index composed of international developed market equities that exhibit value characteristics. Its primary function is to provide exposure to large and mid-cap stocks in developed countries outside of the United States and Canada, aiming to capture excess return potential of international equities that are undervalued relative to their intrinsic value. The ETF achieves this by focusing on financial metrics such as book value, earnings, and sales relative to share price. This fund impacts sectors across the global economy, including industrials, financials, and consumer goods, among others. It serves as a crucial investment vehicle for those looking to diversify their portfolios geographically while maintaining a focus on value-oriented strategies. By investing in this ETF, participants gain access to a diversified basket of international stocks, which are selected for their potential to offer better returns based on current valuation factors. As part of the iShares family of ETFs, known for offering a vast range of investment solutions, the iShares MSCI Intl. Value Factor ETF plays a vital role in facilitating international diversification and value investment strategies in the financial market.

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

IVLU — Ishares MSCI International Value Factor ETF: returns, risk & backtest · Informed Portfolio