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Ishares Iv PLC ISHARES EDGE MSCI USA VALUE FACTOR (IUVF)
This share can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment and Dividend reinvestment
Before investing please read:
Morningstar systematic risk rating indicatorTM
| Lower Risk | Higher risk | |||||
|---|---|---|---|---|---|---|
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
| Potentially Lower Returns | Potentially Higher Returns | |||||
Source: Morningstar
Benchmarks
Category
US Large-Cap Value Equity
Morningstar ratingTM
Morningstar sustainability ratingTM
Morningstar ratingTM (relative to category)
30/04/2025
| Morningstar return | Morningstar risk (rel to cat) | Morningstar ratingTM | |
|---|---|---|---|
| 3-Year | Below Average | High | |
| 5-Year | Below Average | Above Average | |
| Overall | Below Average | Above Average |
Category: US Large-Cap Value Equity
Modern portfolio statistics
| Category Index US Large-Cap Value Equity | |
|---|---|
| 3-Yr R-Squared | 88.66 |
| 3-Yr Beta | 1.15 |
| 3-Yr Alpha | -5.30 |
Return/Risk analysis
| Risk measurement | 1 year | 3 years | 5 years |
|---|---|---|---|
| Standard deviation | 16.52 | 15.18 | 14.62 |
| Sharpe ratio | -0.46 | -0.15 | 0.47 |
| Sortino ratio | -0.61 | -0.21 | 0.78 |
| Positive months | 6 | - | 33 |
| Negative months | 6 | - | 27 |
| Worst month | -14.64 | -14.64 | -14.64 |
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