Last updated 2024-09-19 04:04:39 (EDT)

Return and Risk Analysis

Analyze the Average Return and Risk iShares Core S&P U.S. Value ETF (IUSV).

PeriodAnnualized
Return
Sharpe
Ratio
Maximum
Drawdown
Past 3 Years12.3%0.58-17.95%
Past 5 Years12.7%0.5-37.55%
Past 10 Years10.3%0.43-37.55%
Past 20 Years9.1%0.34-60.16%

Basic Information

Basic Information of iShares Core S&P U.S. Value ETF (IUSV).

Issuance Information

Full Name of the ETFiShares Core S&P U.S. Value ETF
Listing Date2000-04-08

ETF Description

The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

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