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ISIN
US4642865251
CUSIP
464286525
Issuer
iShares
Inception Date
Oct 18, 2011
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
MSCI ACWI Minimum Volatility Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$3B

Share Price Chart


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Performance

ACWV Performance Chart

iShares MSCI Global Min Vol Factor ETF (ACWV) is up 1.5% since the beginning of the year. ACWV is currently trading at $120 per share. Investors who bought $1,000 worth of ACWV shares 5 years ago would now be looking at an investment worth $1,315.


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S&P 500 Index

Returns By Period

iShares MSCI Global Min Vol Factor ETF (ACWV) has returned 1.53% so far this year and 4.84% over the past 12 months. Over the last ten years, ACWV has returned 7.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.61% annually.


iShares MSCI Global Min Vol Factor ETF

1D
-1.25%
1M
-1.19%
YTD
1.53%
6M
2.05%
1Y
4.84%
3Y*
9.19%
5Y*
5.63%
10Y*
7.35%

Benchmark (S&P 500 Index)

1D
-1.21%
1M
0.23%
YTD
8.39%
6M
10.39%
1Y
24.03%
3Y*
18.94%
5Y*
12.24%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACWV Monthly Returns History

Based on dividend-adjusted daily data since Oct 20, 2011, ACWV's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +7.4%, while the worst month was Mar 2020 at -10.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ACWV closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +7.5%, while the worst single day was Mar 12, 2020 at -9.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.68%3.69%-4.54%1.26%0.82%-1.19%1.53%
20252.66%2.60%1.16%0.48%1.21%1.21%-1.92%2.68%0.43%-1.46%2.49%-0.88%11.04%
20241.11%1.56%2.16%-2.92%2.18%1.08%3.81%4.46%0.93%-2.35%3.20%-4.00%11.38%
20231.99%-4.04%4.04%2.98%-3.28%2.67%1.58%-2.08%-2.16%-1.49%5.07%3.20%8.23%
2022-4.57%-1.99%3.51%-4.49%-0.82%-3.97%3.35%-2.92%-6.60%4.71%6.54%-2.62%-10.36%
2021-1.72%-1.18%4.82%2.72%2.08%0.35%1.88%1.87%-3.77%2.92%-1.94%5.55%13.97%

Benchmark Metrics

iShares MSCI Global Min Vol Factor ETF has an annualized alpha of 0.62%, beta of 0.60, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since October 20, 2011.

  • This ETF participated in 64.33% of S&P 500 Index downside but only 58.11% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.60 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
0.62%
Beta
0.60
0.73
Upside Capture
58.11%
Downside Capture
64.33%

Expense Ratio

ACWV has an expense ratio of 0.20%, which is considered low.


Return for Risk

Risk / Return Rank

ACWV ranks 18 for risk / return — in the bottom 18% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


ACWV Risk / Return Rank: 1818
Overall Rank
ACWV Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
ACWV Sortino Ratio Rank: 1717
Sortino Ratio Rank
ACWV Omega Ratio Rank: 1717
Omega Ratio Rank
ACWV Calmar Ratio Rank: 1818
Calmar Ratio Rank
ACWV Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares MSCI Global Min Vol Factor ETF (ACWV) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ACWVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.32

Sortino ratioReturn per unit of downside risk

-1.73

Omega ratioGain probability vs. loss probability

1.11

1.35

-0.24

Calmar ratioReturn relative to maximum drawdown

0.76

2.65

-1.89

Martin ratioReturn relative to average drawdown

2.30

11.88

-9.58

Dividends

Dividend History

iShares MSCI Global Min Vol Factor ETF provided a 1.98% dividend yield over the last twelve months, with an annual payout of $2.36 per share.


1.80%2.00%2.20%2.40%2.60%$0.00$0.50$1.00$1.50$2.00$2.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.36$2.48$2.55$2.42$2.07$2.08$1.71$2.44$1.89$1.72$1.86$1.58

Dividend yield

1.98%2.09%2.33%2.41%2.18%1.92%1.77%2.54%2.32%2.04%2.56%2.28%

Monthly Dividends

The table displays the monthly dividend distributions for iShares MSCI Global Min Vol Factor ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$1.07$1.07
2025$0.00$0.00$0.00$0.00$0.00$1.18$0.00$0.00$0.00$0.00$0.00$1.30$2.48
2024$0.00$0.00$0.00$0.00$0.00$0.91$0.00$0.00$0.00$0.00$0.00$1.63$2.55
2023$0.00$0.00$0.00$0.00$0.00$0.87$0.00$0.00$0.00$0.00$0.00$1.55$2.42
2022$0.00$0.00$0.00$0.00$0.00$0.87$0.00$0.00$0.00$0.00$0.00$1.20$2.07
2021$0.00$0.00$0.00$0.00$0.00$0.95$0.00$0.00$0.00$0.00$0.00$1.13$2.08

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares MSCI Global Min Vol Factor ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares MSCI Global Min Vol Factor ETF was 28.82%, occurring on Mar 23, 2020. Recovery took 202 trading sessions.

The current iShares MSCI Global Min Vol Factor ETF drawdown is 3.70%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-28.82%Mar 2020
1mo 4d9mo 21d
10mo 25dFeb 2020 - Jan 2021
Bear market2022
-18.14%Oct 2022
9mo 14d1y 4mo
2y 1moJan 2022 - Feb 2024
2015 correction2015
-11.15%Aug 2015
3mo 28d6mo 25d
10mo 23dApr 2015 - Mar 2016
Rate-hike selloffLate 2018
-10.06%Dec 2018
3mo 1d1mo 27d
4mo 28dSep 2018 - Feb 2019
2013 pullback2013
-9.24%Jun 2013
1mo 9d3mo 26d
5mo 5dMay 2013 - Oct 2013

Drawdown Indicators


ACWVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-28.82%

-56.78%

+27.96%

Max Drawdown (1Y)

Largest decline over 1 year

-6.37%

-9.10%

+2.73%

Max Drawdown (3Y)

Largest decline over 3 years

-7.56%

-18.90%

+11.34%

Max Drawdown (5Y)

Largest decline over 5 years

-18.14%

-25.43%

+7.29%

Max Drawdown (10Y)

Largest decline over 10 years

-28.82%

-33.92%

+5.10%

Current Drawdown

Current decline from peak

-3.70%

-2.49%

-1.21%

Average Drawdown

Average peak-to-trough decline

-3.11%

-10.72%

+7.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

2.03%

+0.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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