Performance analysis of EVLU (ISHARES MSCI EMERGING MARKETS VALUE FACTOR ETF)
Annual Return
Since Sep 6, 2024, EVLU has had an average annual return of +44.02%, outperforming the benchmark SPY, which returned +22.57% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +34.01% | +38.54% | +1.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.20% | +7.56% | -10.26% | +11.06% | +13.68% | +1.63% | +34.01% | ||||||
| 2025 | +2.08% | +1.41% | +1.09% | -1.26% | +3.41% | +8.31% | -0.09% | +2.20% | +6.58% | +8.04% | -0.86% | +2.71% | +38.54% |
| 2024 | +7.94% | -2.85% | -2.62% | -0.49% | +1.61% |
Drawdown analysis of EVLU (ISHARES MSCI EMERGING MARKETS VALUE FACTOR ETF)
The maximum drawdown for the EVLU was -17.17%, occurring on Apr 8, 2025. Recovery took 42 trading sessions.
The current EVLU drawdown is -2.27%.
Since Sep 6, 2024 EVLU has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.17% | Oct 7, 2024 | 125 | Apr 8, 2025 | 42 | Jun 9, 2025 | 167 |
| -12.90% | Feb 25, 2026 | 23 | Mar 30, 2026 | 23 | May 1, 2026 | 46 |
| -5.36% | Nov 12, 2025 | 7 | Nov 21, 2025 | 27 | Jan 2, 2026 | 34 |
| -5.13% | May 11, 2026 | 6 | May 19, 2026 | 4 | May 26, 2026 | 10 |
| -4.45% | Oct 6, 2025 | 4 | Oct 10, 2025 | 4 | Oct 16, 2025 | 8 |
| -3.50% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -3.38% | Jan 28, 2026 | 6 | Feb 5, 2026 | 3 | Feb 10, 2026 | 9 |
| -2.48% | Sep 26, 2024 | 2 | Sep 30, 2024 | 2 | Oct 2, 2024 | 4 |
| -2.27% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -1.97% | Nov 3, 2025 | 1 | Nov 4, 2025 | 4 | Nov 10, 2025 | 5 |
| -1.95% | Aug 13, 2025 | 13 | Sep 2, 2025 | 4 | Sep 8, 2025 | 17 |
| -1.84% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.58% | Oct 2, 2024 | 1 | Oct 3, 2024 | 2 | Oct 7, 2024 | 3 |
| -1.43% | Jul 3, 2025 | 1 | Jul 7, 2025 | 6 | Jul 15, 2025 | 7 |
| -1.42% | Sep 17, 2025 | 7 | Sep 26, 2025 | 3 | Oct 1, 2025 | 10 |
| -1.31% | Feb 11, 2026 | 3 | Feb 17, 2026 | 3 | Feb 20, 2026 | 6 |
| -1.26% | Oct 29, 2025 | 2 | Oct 31, 2025 | 1 | Nov 3, 2025 | 3 |
| -1.24% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -1.07% | Sep 24, 2024 | 1 | Sep 25, 2024 | 1 | Sep 26, 2024 | 2 |
| -0.98% | Oct 20, 2025 | 1 | Oct 21, 2025 | 2 | Oct 23, 2025 | 3 |
| -0.95% | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 | Jan 12, 2026 | 3 |
| -0.81% | Sep 6, 2024 | 2 | Sep 10, 2024 | 2 | Sep 12, 2024 | 4 |
| -0.65% | Jun 26, 2025 | 1 | Jun 27, 2025 | 3 | Jul 2, 2025 | 4 |
| -0.53% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -0.46% | Jul 16, 2025 | 2 | Jul 18, 2025 | 1 | Jul 21, 2025 | 3 |