Academic research project. Hypothetical walk-forward performance — no foreknowledge, not a live track record. Not investment advice, not FCA-authorised, capital at risk.
My Estate by Portfolio Lab

Fund fact sheet

iShares Edge MSCI World Value Factor

IUVL.L · GBP · ETF

⇄ Compare with another fund →

Ongoing charge: 0.30%

Since start

+289.1%

1 year

+84.0%

Volatility (ann.)

19.0%

Max drawdown

-39.7%

Cumulative performance

Total price return, rebased to 0% at the start of the window. The view most funds don't put up front.

Returns

1M
+4.7%
3M
+43.1%
6M
+49.2%
1Y
+84.0%
3Y
+133.9%
Since
+289.1%
52-wk high / low
19.48 / 10.44
My Estate — free

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Factual market data for information only — not advice, not a personal recommendation, not FCA-authorised. Performance is past price return (and is not a guide to the future); figures may be delayed or estimated. Capital at risk.