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

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Fund comparison

Overlaid performance, side-by-side stats and how they move together — the diversification view.

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Comparing: IUVL.L ×

Cumulative performance

Each rebased to 0% at 2016-10-13 (the common start of the selected funds). Price return.

Side by side

Fund1Y3YSinceVolMax DDYieldOCF
IUVL.L
iShares Edge MSCI World Value Factor
+84.0%+133.9%+289.1% 19.0% -39.7% 0.30%

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Factual market data for information only — not advice, not a personal recommendation, not FCA-authorised. Past performance is not a guide to the future; figures may be delayed or estimated. Capital at risk.