Performance analysis of BLCV (iShares Large Cap Value Active ETF)
Annual Return
Over the past 3 years, BLCV has had an average annual return of +17.51%, underperforming the benchmark SPY, which returned +19.31% annual.
Since May 23, 2023, BLCV has had an average annual return of +19.63%, underperforming the benchmark SPY, which returned +21.83% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.72% | +19.95% | +12.63% | +15.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.34% | -0.16% | -5.91% | +8.49% | +1.66% | +4.02% | +1.22% | +12.72% | |||||
| 2025 | +3.89% | +1.37% | -1.97% | -2.14% | +4.17% | +4.03% | +0.89% | +3.56% | +0.36% | +0.23% | +2.67% | +1.53% | +19.95% |
| 2024 | +1.50% | +4.58% | +4.35% | -3.54% | +2.76% | -1.50% | +4.11% | +1.74% | +0.12% | -0.74% | +5.53% | -6.25% | +12.63% |
| 2023 | -1.93% | +7.79% | +2.97% | -2.37% | -3.12% | -1.62% | +8.46% | +5.35% | +15.73% |
Drawdown analysis of BLCV (iShares Large Cap Value Active ETF)
The maximum drawdown for the BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current BLCV drawdown is -1.34%.
Since May 23, 2023 BLCV has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.43% | Nov 29, 2024 | 87 | Apr 8, 2025 | 28 | May 19, 2025 | 115 |
| -9.92% | Feb 6, 2026 | 35 | Mar 30, 2026 | 22 | Apr 30, 2026 | 57 |
| -9.21% | Jul 25, 2023 | 67 | Oct 27, 2023 | 23 | Nov 30, 2023 | 90 |
| -5.12% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -4.81% | Jul 31, 2024 | 3 | Aug 5, 2024 | 12 | Aug 21, 2024 | 15 |
| -3.89% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -3.88% | May 16, 2024 | 20 | Jun 14, 2024 | 20 | Jul 16, 2024 | 40 |
| -3.22% | Oct 3, 2025 | 5 | Oct 10, 2025 | 10 | Oct 24, 2025 | 15 |
| -3.14% | Jul 25, 2025 | 5 | Aug 1, 2025 | 8 | Aug 13, 2025 | 13 |
| -3.11% | Aug 30, 2024 | 4 | Sep 6, 2024 | 16 | Sep 30, 2024 | 20 |
| -3.00% | Oct 16, 2024 | 13 | Nov 4, 2024 | 2 | Nov 6, 2024 | 15 |
| -2.75% | May 19, 2025 | 4 | May 23, 2025 | 9 | Jun 6, 2025 | 13 |
| -2.37% | Jul 17, 2024 | 5 | Jul 24, 2024 | 4 | Jul 30, 2024 | 9 |
| -2.33% | Aug 22, 2025 | 23 | Sep 25, 2025 | 6 | Oct 3, 2025 | 29 |
| -2.31% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -2.23% | Jan 8, 2024 | 6 | Jan 17, 2024 | 6 | Jan 25, 2024 | 12 |
| -2.17% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -1.93% | May 23, 2023 | 5 | May 31, 2023 | 2 | Jun 2, 2023 | 7 |
| -1.86% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.84% | Jun 16, 2023 | 4 | Jun 23, 2023 | 4 | Jun 29, 2023 | 8 |
| -1.82% | Oct 27, 2025 | 3 | Oct 30, 2025 | 8 | Nov 11, 2025 | 11 |
| -1.72% | May 14, 2026 | 3 | May 19, 2026 | 3 | May 22, 2026 | 6 |
| -1.69% | Jul 3, 2025 | 7 | Jul 15, 2025 | 5 | Jul 22, 2025 | 12 |
| -1.48% | Jun 16, 2026 | 5 | Jun 24, 2026 | 3 | Jun 29, 2026 | 8 |
| -1.38% | Jan 30, 2024 | 4 | Feb 5, 2024 | 5 | Feb 12, 2024 | 9 |