iShares VI Public Limited Company - iShares Edge MSCI World Minimum Volatility UCITS ETF

10-Year Study

MINV.LSE · · GB · ETF

Executive Summary: iShares VI Public Limited Company - iShares Edge MSCI World Minimum Volatility UCITS ETF has compounded at 8.1% annually over the last 10 years, with a maximum drawdown of 13.2% and an annualized volatility of 8.3%.

1Y CAGR
+2.1%
3Y CAGR
+7.1%
5Y CAGR
+6.4%
10Y CAGR
+8.1%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
13.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.39
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.74
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
10.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +18.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -1.0%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
90%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-1.86.6-3.2-0.8————————0.6%
20255.00.9-1.4-2.50.3-1.42.2-0.30.60.21.8-1.83.4%
20242.91.12.5-2.6-0.22.23.01.9-1.62.24.8-3.712.9%
2023-1.3-1.01.41.1-2.70.50.30.21.1-1.21.32.01.5%
2022-5.7-0.67.10.1-2.5-0.73.22.1-1.91.50.5-1.41.2%
2021-1.6-3.26.12.2-0.33.22.32.6-2.31.22.13.016.0%
20202.4-6.2-5.44.94.2-0.2-2.51.12.1-3.53.0-0.1-1.0%
20191.92.34.00.52.64.25.11.40.2-4.61.0-0.718.8%
2018-2.4-0.5-2.52.83.21.63.32.50.9-2.42.1-5.03.2%
2017-1.04.9-0.2-2.43.1-1.20.43.1-3.82.60.80.87.0%
2016———-1.71.113.62.6-1.81.22.8-3.23.518.7%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 8.3%. The dominant macroeconomic risk driver is QUAL.US, accounting for 30.6% of variance. Idiosyncratic stock-specific factors contribute 23.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019827.450980392157
2016-05-019937.254901960785
2016-06-0111290.196078431372
2016-07-0111588.235294117649
2016-08-0111382.35294117647
2016-09-0111519.607843137253
2016-10-0111841.176470588234
2016-11-0111464.70588235294
2016-12-0111868.627450980392
2017-01-0111754.901960784315
2017-02-0112331.372549019608
2017-03-0112305.882352941175
2017-04-0112007.8431372549
2017-05-0112382.35294117647
2017-06-0112239.215686274509
2017-07-0112284.313725490198
2017-08-0112668.627450980392
2017-09-0112188.235294117647
2017-10-0112509.803921568628
2017-11-0112603.921568627451
2017-12-0112700
2018-01-0112392.156862745098
2018-02-0112331.372549019608
2018-03-0112023.529411764706
2018-04-0112360.78431372549
2018-05-0112752.94117647059
2018-06-0112952.94117647059
2018-07-0113384.313725490196
2018-08-0113713.725490196079
2018-09-0113831.372549019607
2018-10-0113505.882352941177
2018-11-0113792.156862745098
2018-12-0113101.960784313727
2019-01-0113352.941176470587
2019-02-0113666.666666666666
2019-03-0114207.843137254902
2019-04-0114274.509803921568
2019-05-0114643.137254901962
2019-06-0115250.980392156864
2019-07-0116035.29411764706
2019-08-0116254.901960784313
2019-09-0116282.35294117647
2019-10-0115533.333333333332
2019-11-0115682.35294117647
2019-12-0115570.588235294119
2020-01-0115937.254901960785
2020-02-0114945.098039215687
2020-03-0114131.372549019607
2020-04-0114819.607843137255
2020-05-0115449.019607843138
2020-06-0115415.686274509804
2020-07-0115033.333333333334
2020-08-0115196.078431372549
2020-09-0115515.686274509804
2020-10-0114974.50980392157
2020-11-0115423.529411764704
2020-12-0115407.843137254902
2021-01-0115168.627450980392
2021-02-0114684.313725490198
2021-03-0115576.470588235294
2021-04-0115919.607843137255
2021-05-0115874.509803921568
2021-06-0116376.470588235294
2021-07-0116756.86274509804
2021-08-0117194.117647058825
2021-09-0116796.07843137255
2021-10-0116990.19607843137
2021-11-0117354.901960784315
2021-12-0117870.58823529412
2022-01-0116847.058823529413
2022-02-0116743.13725490196
2022-03-0117929.41176470588
2022-04-0117952.94117647059
2022-05-0117509.803921568626
2022-06-0117388.235294117647
2022-07-0117947.058823529413
2022-08-0118327.450980392157
2022-09-0117984.313725490196
2022-10-0118256.86274509804
2022-11-0118350.980392156864
2022-12-0118090.196078431374
2023-01-0117862.745098039217
2023-02-0117682.352941176472
2023-03-0117921.568627450983
2023-04-0118121.568627450983
2023-05-0117629.41176470588
2023-06-0117721.568627450983
2023-07-0117768.62745098039
2023-08-0117798.039215686273
2023-09-0117992.156862745098
2023-10-0117772.549019607843
2023-11-0118007.843137254902
2023-12-0118360.78431372549
2024-01-0118901.960784313724
2024-02-0119113.725490196077
2024-03-0119586.274509803923
2024-04-0119082.352941176472
2024-05-0119039.21568627451
2024-06-0119466.666666666668
2024-07-0120047.058823529413
2024-08-0120433.333333333336
2024-09-0120099.999999999996
2024-10-0120533.333333333332
2024-11-0121511.764705882353
2024-12-0120721.568627450983
2025-01-0121756.86274509804
2025-02-0121945.098039215685
2025-03-0121627.450980392154
2025-04-0121084.313725490196
2025-05-0121145.09803921569
2025-06-0120854.901960784315
2025-07-0121317.64705882353
2025-08-0121247.05882352941
2025-09-0121366.666666666668
2025-10-0121415.686274509804
2025-11-0121807.843137254902
2025-12-0121419.607843137255
2026-01-0121043.13725490196
2026-02-0122423.529411764703
2026-03-0121713.725490196077
2026-04-0121545.098039215685
Annual Return Matrix
YearAnnual Return
20170.07004791012720957
20180.031650455457773674
20190.18841664172403472
2020-0.010452084120387894
20210.1598371086790531
20220.01228878648233489
20230.01495772815954921
20240.12857753096967106
20250.033686601059803145
20260.0058586598315635285
Total Factor Risk
0.08309651434418901
VTI.US Exposure
0.07375680204815388
VEA.US Exposure
0.08725231499167868
VWO.US Exposure
-0.014124601709832593
QQQ.US Exposure
-0.10145767646540717
VTV.US Exposure
0.052200809043742497
IJR.US Exposure
-0.07959959070024307
QUAL.US Exposure
0.30578048444425565
SHV.US Exposure
0.002239264395415386
TLT.US Exposure
0.009061392538683934
LQD.US Exposure
0.00649045677422449
HYG.US Exposure
0.000563207495211422
GLD.US Exposure
0.007134640639921559
USO.US Exposure
-0.0019125090223404287
VNQ.US Exposure
0.12009074416128956
BTC-USD.CC Exposure
-0.0010654318865327085
CPER.US Exposure
0.003038892895519483
VIX.INDX Exposure
0.02991347026511494
UUP.US Exposure
0.2580862960183142
TIP.US Exposure
0.0049149875198599225
Idiosyncratic Exposure
0.23763604655297033
Value Score
42.8
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
34.1
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
8.3%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →18.0x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.84%
Market Cap$82.8B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-1.3%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+0.4%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
4.0% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is iShares VI Public Limited Company - iShares Edge MSCI World Minimum Volatility UCITS ETF a high-risk investment?

iShares VI Public Limited Company - iShares Edge MSCI World Minimum Volatility UCITS ETF (MINV.LSE) has an annualized volatility of 8.3% and experienced a maximum drawdown of 13.2% over the last 10 years. Its primary macro risk driver is QUAL.US.

What is the 10-year return of MINV.LSE?

Over the past 10 years, MINV.LSE has generated a Compound Annual Growth Rate (CAGR) of 8.1%. It has had a positive return in 90% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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