iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) | IWVL

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearBelow AverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • iShares Edge MSCI World Value Factor UCITS ETF USD (Acc) | IWVL
  • Morningstar Gbl Val TME NR USD
Volatility Measurements31/01/2024
3-Yr Std Dev10.78 %
3-Yr Mean Return11.97 %
3-Yr Sharpe Ratio0.86
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  Morningstar Gbl High Div Yld NR USD
3-Yr Beta1.031.06
3-Yr Alpha-0.090.50
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
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