iShares Edge S&P 500 Minimum Volatility UCITS ETF (MVUS.L)
MVUS.L is a passive ETF by iShares tracking the investment results of the Russell 1000 TR USD. MVUS.L launched on Nov 30, 2012 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00B6SPMN59 |
|---|---|
| Issuer | iShares |
| Inception Date | Nov 30, 2012 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Expense Ratio
MVUS.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Edge S&P 500 Minimum Volatility UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Edge S&P 500 Minimum Volatility UCITS ETF had a return of 13.86% year-to-date (YTD) and 18.79% in the last 12 months. Over the past 10 years, iShares Edge S&P 500 Minimum Volatility UCITS ETF had an annualized return of 13.41%, outperforming the S&P 500 benchmark which had an annualized return of 10.83%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.86% | 17.24% |
| 1 month | 1.99% | 2.86% |
| 6 months | 6.67% | 9.73% |
| 1 year | 18.79% | 23.86% |
| 5 years (annualized) | 9.06% | 13.86% |
| 10 years (annualized) | 13.41% | 10.83% |
Monthly Returns
The table below presents the monthly returns of MVUS.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.57% | 3.06% | 3.15% | -2.37% | 1.19% | 4.20% | -0.06% | 13.86% | |||||
| 2023 | -0.22% | -1.80% | 0.54% | 1.09% | -1.88% | 2.34% | -0.22% | 0.20% | -0.26% | -1.70% | 3.45% | 2.38% | 3.83% |
| 2022 | -5.98% | -1.50% | 7.96% | 0.17% | -2.51% | -1.80% | 5.25% | 2.04% | -2.64% | 3.09% | -2.04% | -1.87% | -0.65% |
| 2021 | -1.35% | -1.86% | 7.09% | 3.92% | -1.90% | 4.06% | 2.38% | 3.07% | -2.23% | 3.28% | 4.01% | 4.14% | 26.97% |
| 2020 | 0.86% | -6.39% | -7.73% | 8.13% | 5.30% | 0.46% | -1.41% | 3.17% | 1.75% | -2.98% | 3.79% | 0.02% | 3.87% |
| 2019 | 3.92% | 2.76% | 3.89% | 3.62% | -0.51% | 4.68% | 6.98% | -0.55% | 0.84% | -4.89% | 2.92% | 0.89% | 26.86% |
| 2018 | -2.63% | 0.55% | -4.38% | 3.49% | 4.29% | 1.95% | 3.00% | 4.13% | 0.17% | -3.12% | 1.10% | -8.07% | -0.36% |
| 2017 | -2.79% | 5.59% | -1.09% | -3.06% | 1.86% | -0.82% | 0.20% | 1.54% | -2.75% | 3.33% | 2.80% | 1.63% | 6.22% |
| 2016 | 1.78% | 5.73% | 1.48% | -2.55% | 1.98% | 13.99% | 2.82% | -0.92% | 0.96% | 4.25% | -0.95% | 3.53% | 36.04% |
| 2015 | 2.28% | 0.43% | 3.34% | -3.47% | 1.09% | -4.74% | 4.67% | -2.46% | -0.58% | 5.20% | 1.56% | 2.40% | 9.56% |
| 2014 | -2.49% | 2.40% | 1.66% | -0.18% | 2.05% | -0.25% | 0.59% | 4.69% | 2.08% | 4.13% | 5.57% | 1.28% | 23.45% |
| 2013 | 4.94% | 3.42% | -0.27% | 4.64% | -2.28% | 4.83% | -5.37% | -1.71% | 5.53% | -0.15% | -0.39% | 13.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MVUS.L is 83, placing it in the top 17% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Edge S&P 500 Minimum Volatility UCITS ETF (MVUS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Edge S&P 500 Minimum Volatility UCITS 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 Edge S&P 500 Minimum Volatility UCITS ETF was 24.85%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.
The current iShares Edge S&P 500 Minimum Volatility UCITS ETF drawdown is 0.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.85% | Feb 20, 2020 | 23 | Mar 23, 2020 | 165 | Nov 16, 2020 | 188 |
| -13.19% | Aug 21, 2018 | 89 | Dec 24, 2018 | 71 | Apr 5, 2019 | 160 |
| -11.44% | Apr 13, 2015 | 96 | Aug 26, 2015 | 69 | Dec 2, 2015 | 165 |
| -11.39% | Aug 22, 2022 | 141 | Mar 13, 2023 | 222 | Jan 30, 2024 | 363 |
| -11.18% | Apr 11, 2022 | 44 | Jun 16, 2022 | 34 | Aug 3, 2022 | 78 |
Volatility
Volatility Chart
The current iShares Edge S&P 500 Minimum Volatility UCITS ETF volatility is 3.58%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.