Ishares Morningstar Value Etf Performance
| ILCV Etf | USD 94.96 0.11 0.12% |
The etf retains a Market Volatility (i.e., Beta) of 0.83, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IShares Morningstar's returns are expected to increase less than the market. However, during the bear market, the loss of holding IShares Morningstar is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in iShares Morningstar Value are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unsteady fundamental indicators, IShares Morningstar may actually be approaching a critical reversion point that can send shares even higher in January 2026. ...more
1 | iShares Morningstar Value ETF Sets New 1-Year High Heres What Happened | 09/22/2025 |
2 | Atria Wealth Solutions Inc. Purchases 961 Shares of iShares Morningstar Value ETF ILCV | 10/17/2025 |
3 | Trading Systems Reacting to Volatility - news.stocktradersdaily.com | 11/06/2025 |
4 | iShares Morningstar Value ETF ILCV Shares Acquired by NorthStar Asset Management LLC NJ | 11/20/2025 |
5 | Northwestern Mutual Wealth Management Co. Has 9.43 Million Holdings in iShares Morningstar Value ETF ILCV | 12/02/2025 |
IShares Morningstar Relative Risk vs. Return Landscape
If you would invest 8,817 in iShares Morningstar Value on September 9, 2025 and sell it today you would earn a total of 679.00 from holding iShares Morningstar Value or generate 7.7% return on investment over 90 days. iShares Morningstar Value is currently generating 0.1162% in daily expected returns and assumes 0.637% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than IShares, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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IShares Morningstar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IShares Morningstar's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as iShares Morningstar Value, and traders can use it to determine the average amount a IShares Morningstar's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1824
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Based on monthly moving average IShares Morningstar is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IShares Morningstar by adding it to a well-diversified portfolio.
IShares Morningstar Fundamentals Growth
IShares Etf prices reflect investors' perceptions of the future prospects and financial health of IShares Morningstar, and IShares Morningstar fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IShares Etf performance.
| Price To Earning | 4.35 X | |||
| Total Asset | 663.21 M | |||
About IShares Morningstar Performance
Evaluating IShares Morningstar's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if IShares Morningstar has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if IShares Morningstar has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. Mstar Large-Cap is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Northwestern Mutual Wealth Management Co. Has 9.43 Million Holdings in iShares Morningstar Value ETF ILCV | |
| The fund retains 99.77% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Morningstar Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in private. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
The market value of iShares Morningstar Value is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.