Performance analysis of IVLU (ISHARES MSCI INTL VALUE FACTOR ETF)
Annual Return
Over the past 3 years, IVLU has had an average annual return of +22.44%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IVLU has had an average annual return of +15.56%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IVLU has had an average annual return of +11.21%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 15, 2015, IVLU has had an average annual return of +8.59%, underperforming the benchmark SPY, which returned +14.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.72% | +46.10% | +6.82% | +20.12% | -5.72% | +15.63% | -4.50% | +15.58% | -15.09% | +23.12% | +3.02% | -10.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.44% | +5.73% | -7.33% | +4.91% | +3.17% | -1.00% | +1.77% | +13.72% | |||||
| 2025 | +3.88% | +4.94% | +2.57% | +2.94% | +5.45% | +2.17% | +0.15% | +5.92% | +1.70% | +1.21% | +3.56% | +4.20% | +46.10% |
| 2024 | -0.72% | +2.39% | +4.76% | -1.46% | +4.85% | -3.72% | +4.04% | +2.39% | +1.03% | -4.33% | -0.82% | -1.26% | +6.82% |
| 2023 | +8.46% | -1.75% | +0.40% | +2.79% | -4.16% | +6.89% | +4.13% | -3.06% | -1.28% | -4.18% | +7% | +4.37% | +20.12% |
| 2022 | +2.99% | -2.60% | -0.27% | -5.31% | +4.11% | -9.63% | +2.21% | -4.32% | -8.94% | +6.28% | +12.34% | -0.50% | -5.72% |
| 2021 | -0.08% | +5.89% | +4.98% | +0.79% | +4.70% | -2.17% | -0.54% | +1.01% | -0.89% | +1.21% | -5.62% | +6.01% | +15.63% |
| 2020 | -4.55% | -8.42% | -17.38% | +5.18% | +4.47% | +2.05% | -2.36% | +6.09% | -3.26% | -4.03% | +16.67% | +5.12% | -4.50% |
| 2019 | +8.04% | +0.59% | -0.08% | +1.72% | -7.37% | +5.26% | -2.08% | -3.54% | +4.68% | +3.90% | +1.32% | +3.09% | +15.58% |
| 2018 | +5.11% | -4.86% | -0.87% | +2.58% | -3.40% | -2.43% | +2.74% | -3.50% | +2.62% | -6.76% | -0.34% | -6.29% | -15.09% |
| 2017 | +3.25% | +0.44% | +1.96% | +1.46% | +1.93% | +1.03% | +3.70% | -0.93% | +2.08% | +2.49% | +1.74% | +1.91% | +23.12% |
Drawdown analysis of IVLU (ISHARES MSCI INTL VALUE FACTOR ETF)
The maximum drawdown for the IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 283 trading sessions.
The current IVLU drawdown is -0.66%.
Since Jul 15, 2015 IVLU has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.86% | Jan 26, 2018 | 541 | Mar 23, 2020 | 283 | May 6, 2021 | 824 |
| -26.01% | Feb 9, 2022 | 158 | Sep 27, 2022 | 180 | Jun 15, 2023 | 338 |
| -24.86% | Aug 5, 2015 | 131 | Feb 11, 2016 | 310 | May 5, 2017 | 441 |
| -15.48% | Mar 19, 2025 | 14 | Apr 8, 2025 | 22 | May 9, 2025 | 36 |
| -11.69% | Feb 25, 2026 | 17 | Mar 20, 2026 | 45 | May 26, 2026 | 62 |
| -9.66% | Jul 31, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
| -9.14% | Jun 7, 2021 | 124 | Dec 1, 2021 | 27 | Jan 10, 2022 | 151 |
| -8.96% | Sep 26, 2024 | 58 | Dec 18, 2024 | 38 | Feb 14, 2025 | 96 |
| -8.04% | Jul 17, 2024 | 14 | Aug 6, 2024 | 13 | Aug 23, 2024 | 27 |
| -5.41% | Nov 12, 2025 | 6 | Nov 20, 2025 | 7 | Dec 2, 2025 | 13 |
| -5.00% | May 15, 2024 | 25 | Jun 21, 2024 | 14 | Jul 12, 2024 | 39 |
| -4.82% | Jan 14, 2022 | 9 | Jan 28, 2022 | 8 | Feb 9, 2022 | 17 |
| -4.22% | Apr 9, 2024 | 5 | Apr 16, 2024 | 14 | May 6, 2024 | 19 |
| -3.91% | May 26, 2026 | 11 | Jun 10, 2026 | 3 | Jun 15, 2026 | 14 |
| -3.86% | Jul 23, 2025 | 7 | Aug 1, 2025 | 5 | Aug 8, 2025 | 12 |
| -3.56% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -3.34% | Jun 15, 2023 | 13 | Jul 6, 2023 | 4 | Jul 12, 2023 | 17 |
| -3.22% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.07% | Jan 8, 2024 | 6 | Jan 17, 2024 | 25 | Feb 22, 2024 | 31 |
| -2.75% | Aug 22, 2025 | 7 | Sep 3, 2025 | 6 | Sep 11, 2025 | 13 |
| -2.63% | Jun 16, 2026 | 5 | Jun 24, 2026 | 7 | Jul 6, 2026 | 12 |
| -2.60% | Mar 7, 2025 | 2 | Mar 11, 2025 | 4 | Mar 17, 2025 | 6 |
| -2.60% | Aug 1, 2017 | 8 | Aug 11, 2017 | 21 | Sep 12, 2017 | 29 |
| -2.52% | Nov 8, 2017 | 5 | Nov 15, 2017 | 6 | Nov 24, 2017 | 11 |
| -2.50% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |