Performance analysis of ISCV (ISHARES MORNINGSTAR SMALL-CAP VALUE ETF)
Annual Return
Over the past 3 years, ISCV has had an average annual return of +14.08%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ISCV has had an average annual return of +9.45%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, ISCV has had an average annual return of +8.83%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 13, 2004, ISCV has had an average annual return of +8.93%, underperforming the benchmark SPY, which returned +10.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.80% | +10.38% | +9.32% | +16.57% | -10.56% | +29.15% | +0.83% | +19.52% | -17.37% | +8.60% | +27.84% | -8.80% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +9.89% | +35.17% | +18.20% | -2.14% | +25.78% | +40.05% | -31.89% | -8.28% | +19.60% | +4.52% | +17.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.61% | +2.02% | -4.55% | +7.17% | +1.11% | +4.44% | +0.45% | +15.80% | |||||
| 2025 | +3.02% | -3.60% | -5.43% | -4.30% | +4.69% | +3.84% | +1.74% | +6.90% | +0.34% | -0.45% | +3.31% | +0.65% | +10.38% |
| 2024 | -3.87% | +2.58% | +5.27% | -6.64% | +4.54% | -2.60% | +10.06% | -1.02% | +1.23% | -0.78% | +9.55% | -7.57% | +9.32% |
| 2023 | +10.76% | -2.21% | -6.93% | -1.71% | -3.44% | +9.66% | +7.07% | -4.77% | -5.30% | -6.22% | +9.64% | +11.92% | +16.57% |
| 2022 | -4.09% | +1.90% | +1.55% | -6.79% | +2.61% | -10.15% | +9.86% | -3.31% | -10.42% | +13.09% | +4.22% | -6.49% | -10.56% |
| 2021 | +1.96% | +11.12% | +6.28% | +3.57% | +3.13% | -1.91% | -3.20% | +2.14% | -1.61% | +3.45% | -2.90% | +4.77% | +29.15% |
| 2020 | -4.47% | -10.82% | -29.49% | +15.83% | +4.43% | +1.05% | +1.89% | +5.47% | -4.20% | +3.23% | +20.80% | +6.96% | +0.83% |
| 2019 | +12.78% | +2.99% | -3.10% | +4.17% | -9.66% | +6.27% | +0.62% | -7.25% | +5.22% | +1.62% | +3.08% | +3.22% | +19.52% |
| 2018 | +0.61% | -6.54% | +0.31% | +0.98% | +4.83% | +1.19% | +1.68% | +1.74% | -1.97% | -8.44% | +0.87% | -12.68% | -17.37% |
| 2017 | +1.27% | +1.50% | -1.40% | -0.39% | -4.24% | +3% | +0.92% | -2.19% | +5.85% | -0.17% | +3.38% | +1.14% | +8.60% |
Drawdown analysis of ISCV (ISHARES MORNINGSTAR SMALL-CAP VALUE ETF)
The maximum drawdown for the ISCV was -63.13%, occurring on Mar 9, 2009. Recovery took 451 trading sessions.
The current ISCV drawdown is -1.36%.
Since Jul 13, 2004 ISCV has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.13% | Jun 4, 2007 | 444 | Mar 9, 2009 | 451 | Dec 20, 2010 | 895 |
| -51.55% | Aug 21, 2018 | 398 | Mar 23, 2020 | 201 | Jan 7, 2021 | 599 |
| -26.79% | Apr 29, 2011 | 108 | Oct 3, 2011 | 111 | Mar 13, 2012 | 219 |
| -25.34% | Nov 25, 2024 | 90 | Apr 8, 2025 | 161 | Nov 26, 2025 | 251 |
| -23.40% | Apr 15, 2015 | 209 | Feb 11, 2016 | 123 | Aug 8, 2016 | 332 |
| -22.03% | Nov 5, 2021 | 226 | Sep 30, 2022 | 306 | Dec 19, 2023 | 532 |
| -12.07% | Jun 8, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -11.53% | Mar 19, 2012 | 53 | Jun 4, 2012 | 66 | Sep 6, 2012 | 119 |
| -11.32% | Jan 23, 2018 | 47 | Apr 2, 2018 | 68 | Jul 9, 2018 | 115 |
| -10.73% | Jul 1, 2014 | 72 | Oct 13, 2014 | 30 | Nov 24, 2014 | 102 |
| -10.38% | May 9, 2006 | 24 | Jun 13, 2006 | 85 | Oct 12, 2006 | 109 |
| -10.34% | Aug 2, 2005 | 50 | Oct 12, 2005 | 59 | Jan 6, 2006 | 109 |
| -9.91% | Dec 29, 2004 | 83 | Apr 28, 2005 | 32 | Jun 14, 2005 | 115 |
| -9.26% | Feb 10, 2026 | 27 | Mar 20, 2026 | 19 | Apr 17, 2026 | 46 |
| -8.88% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -8.86% | Mar 1, 2017 | 120 | Aug 21, 2017 | 29 | Oct 2, 2017 | 149 |
| -8.60% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -8.35% | Mar 28, 2024 | 13 | Apr 17, 2024 | 60 | Jul 15, 2024 | 73 |
| -8.24% | Mar 15, 2021 | 7 | Mar 24, 2021 | 25 | Apr 29, 2021 | 32 |
| -7.79% | Feb 20, 2007 | 9 | Mar 5, 2007 | 36 | Apr 25, 2007 | 45 |
| -6.95% | Jan 22, 2014 | 8 | Feb 3, 2014 | 17 | Feb 27, 2014 | 25 |
| -6.85% | Dec 27, 2023 | 13 | Jan 17, 2024 | 45 | Mar 21, 2024 | 58 |
| -6.71% | May 21, 2013 | 23 | Jun 24, 2013 | 10 | Jul 9, 2013 | 33 |
| -6.47% | Feb 17, 2011 | 18 | Mar 16, 2011 | 14 | Apr 5, 2011 | 32 |
| -6.17% | Aug 1, 2013 | 22 | Sep 3, 2013 | 29 | Oct 14, 2013 | 51 |