Performance analysis of SMMV (ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF)
Annual Return
Over the past 3 years, SMMV has had an average annual return of +10.84%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SMMV has had an average annual return of +4.89%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 9, 2016, SMMV has had an average annual return of +8.11%, underperforming the benchmark SPY, which returned +15.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.04% | +6.42% | +18.30% | +5.63% | -9.99% | +16.64% | -2.88% | +24.20% | +1.16% | +14.32% | +7.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.84% | +4.45% | -4.92% | +3.24% | -1.61% | -0.68% | +2.04% | ||||||
| 2025 | +1.78% | -0.54% | -0.74% | -0.75% | +2.11% | +0.41% | -1.34% | +3.99% | +0.41% | -2.60% | +3.70% | +0.03% | +6.42% |
| 2024 | -0.67% | +3.01% | +2.89% | -3.60% | +3.90% | -0.31% | +7.28% | +1.35% | +1.26% | +0.12% | +8.57% | -5.96% | +18.30% |
| 2023 | +4.43% | -0.55% | -2.46% | -0.49% | -4.03% | +3.84% | +2.62% | -2.32% | -3.32% | -1.78% | +5.14% | +5.07% | +5.63% |
| 2022 | -6.60% | -0.77% | +2.93% | -5.06% | -0.33% | -2.86% | +5.37% | -3.45% | -7.48% | +8.62% | +4.41% | -3.85% | -9.99% |
| 2021 | +2.03% | +3.71% | +3% | +3.33% | -0.63% | +0.73% | -0.21% | +1.80% | -3.54% | +2.64% | -2.50% | +5.52% | +16.64% |
| 2020 | -0.40% | -8.54% | -19.64% | +8.78% | +3.84% | -0.42% | +3.27% | +2.51% | -4.41% | +1% | +9.07% | +5.82% | -2.88% |
| 2019 | +7.16% | +3.25% | +0.57% | +2.62% | -3.01% | +4.26% | +2.58% | -0.08% | +0.84% | +0.82% | +1.99% | +1.21% | +24.20% |
| 2018 | +1.30% | -3.75% | +1.08% | +2.82% | +3.81% | +2.30% | +1.22% | +4.31% | -0.47% | -5.22% | +1.75% | -7.23% | +1.16% |
| 2017 | +0% | +3% | +0.69% | +2.79% | -0.65% | +0.85% | +0.95% | +0.14% | +2.16% | +0.88% | +3.31% | -0.55% | +14.32% |
Drawdown analysis of SMMV (ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF)
The maximum drawdown for the SMMV was -38.76%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The current SMMV drawdown is -4.44%.
Since Sep 9, 2016 SMMV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.76% | Feb 20, 2020 | 22 | Mar 23, 2020 | 212 | Jan 25, 2021 | 234 |
| -17.99% | Nov 16, 2021 | 219 | Sep 30, 2022 | 408 | May 16, 2024 | 627 |
| -15.19% | Sep 11, 2018 | 72 | Dec 24, 2018 | 82 | Apr 24, 2019 | 154 |
| -13.67% | Nov 29, 2024 | 87 | Apr 8, 2025 | 162 | Nov 28, 2025 | 249 |
| -7.54% | Jan 26, 2018 | 10 | Feb 9, 2018 | 61 | May 9, 2018 | 71 |
| -7.02% | Mar 2, 2026 | 14 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.54% | Feb 12, 2021 | 13 | Mar 4, 2021 | 5 | Mar 11, 2021 | 18 |
| -5.32% | Sep 22, 2016 | 30 | Nov 3, 2016 | 8 | Nov 15, 2016 | 38 |
| -4.85% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -4.74% | Sep 2, 2021 | 11 | Sep 20, 2021 | 32 | Nov 3, 2021 | 43 |
| -4.57% | Mar 15, 2021 | 7 | Mar 24, 2021 | 15 | Apr 15, 2021 | 22 |
| -4.28% | Jun 11, 2021 | 25 | Jul 19, 2021 | 30 | Aug 30, 2021 | 55 |
| -4.22% | Apr 26, 2021 | 12 | May 12, 2021 | 18 | Jun 8, 2021 | 30 |
| -3.83% | May 6, 2019 | 18 | May 31, 2019 | 13 | Jun 19, 2019 | 31 |
| -3.43% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -3.29% | Jul 30, 2019 | 4 | Aug 5, 2019 | 26 | Sep 11, 2019 | 30 |
| -3.27% | Jan 25, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -3.22% | May 20, 2024 | 18 | Jun 14, 2024 | 17 | Jul 11, 2024 | 35 |
| -2.84% | Aug 30, 2024 | 7 | Sep 11, 2024 | 3 | Sep 16, 2024 | 10 |
| -2.82% | Jul 25, 2017 | 13 | Aug 11, 2017 | 25 | Sep 18, 2017 | 38 |
| -2.57% | Apr 26, 2017 | 15 | May 17, 2017 | 11 | Jun 2, 2017 | 26 |
| -2.47% | Sep 17, 2019 | 12 | Oct 3, 2019 | 19 | Oct 30, 2019 | 31 |
| -2.46% | Jun 20, 2019 | 4 | Jun 26, 2019 | 5 | Jul 3, 2019 | 9 |
| -2.45% | Feb 27, 2017 | 8 | Mar 9, 2017 | 22 | Apr 10, 2017 | 30 |
| -2.20% | Oct 17, 2024 | 6 | Oct 25, 2024 | 8 | Nov 6, 2024 | 14 |