Minimum Volatility Challenge

See what adding minimum volatility can do for your portfolio

Adjust handles to
change percentages.
Swipe to remove a slice.
Click an asset class
for a definition

Build Your Portfolio

Then click Next to add Minimum Volatility Indexes and see the results.

    Hypothetical portfolio comprised of index data. Not an actual investment product for sale. Indexes are unmanaged and used for illustrative purposes only and are not intended to be indicative of any fund's performance. It is not possible to invest directly in an index.

    Add Minimum Volatility Indexes

    Seeking market returns with less risk

    0 10
    0 10
    U.S. Stocks (40%)
    S&P 500 Index
    MSCI USA Minimum Volatility Index
    International Stocks (20%)
    MSCI EAFE Index
    MSCI EAFE Minimum Volatility Index
    Emerging Markets Stocks (10%)
    MSCI EM Index
    MSCI EM Minimum Volatility Index
    Fixed Income (30%)
    Barclays U.S. Aggregate Bond Index
    Related iShares ETF USMV EFAV EEMV
    Hypothetical portfolio comprised of index data. Not an actual investment product for sale. Indexes are unmanaged and used for illustrative purposes only and are not intended to be indicative of any fund's performance. It is not possible to invest directly in an index.*Annualized risk decrease is calculated by taking "Annualized Risk" from the minimum volatility portfolio subtracting "Annualized Risk" from the base portfolio and dividing by "Annualized Risk" of the base portfolio.
    View Chart popout
    Index data from
    to Apr 2017
    Return Return is the (geometric) average percentage increase in the value of a portfolio experienced each year over the time period analyzed. Risk Risk measures the historical volatility of a portfolio's return. Higher standard deviations means more extreme ups and downs in the value of a portfolio over time. Maximum Drawdown Maximum drawdown refers to the largest percentage decline from a peak to a subsequent trough value over the time period analyzed. Upside Capture Upside capture measures the portion of benchmark return captured by a fund during positive months for the benchmark. An upside capture ratio of 90% indicates that the fund has captured 90% of benchmark returns during its positive months. Downside Capture Downside capture refers to the portion of benchmark return captured by a fund during negative months for the benchmark. A downside capture ratio of less than 100% indicates that the fund has lost less than its benchmark during its negative months.
    Since Inception
    Three-Year View
    One-Year View
    As of 4/30/17   YTD 1 Year 3 Year Since 12/1/09*
    As of 4/30/17   YTD 1 Year 3 Year Since 12/1/09*
    Fund Name   Fund Inception Date Net Expense Ratio* NAV Market Price NAV Market Price NAV Market Price NAV Market Price
    The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by visiting www.iShares.com or www.blackrock.com. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Market returns are based upon the midpoint of the bid/ask spread at 4:00 p.m. eastern time (when NAV is normally determined for most ETFs), and do not represent the returns you would receive if you traded shares at other times. Performance shown reflects fee waivers and/or expense reimbursements by the investment advisor to the fund for some or all of the periods shown. Performance would have been lower without such waivers.

    *BlackRock Fund Advisors ("BFA"), the investment adviser to the Fund and an affiliate of BlackRock Investments, LLC, has contractually agreed to waive a portion of its management fees for EFAV and EEMV through 11/30/2016 and 12/31/2018 respectively. Gross expense ratios for these funds are 0.33% and 0.69% respectively.

    This information should not be relied upon as research, investment advice or a recommendation regarding the iShares Funds or any security in particular. This information is strictly for illustrative and educational purposes.

    Carefully consider the iShares Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737) or by visiting www.iShares.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal.

    International investing includes risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/developing markets and in concentrations of single countries. The iShares Edge Min Vol ETFs may experience more than minimum volatility as there is no guarantee that the underlying index's strategy of seeking to lower volatility will be successful.

    Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.

    No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful. This report contains general information only and does not take into account an individual's financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision.

    Transactions in shares of the iShares Funds will result in brokerage commissions and will generate tax consequences. iShares Funds are obliged to distribute portfolio gains to shareholders. Funds that concentrate investments in specific industries, sectors, markets or asset classes may underperform or be more volatile than other industries, sectors, markets or asset classes and than the general securities market. Diversification and asset allocation may not protect against market risk or loss of principal.

    The iShares Funds are not sponsored, endorsed, issued, sold or promoted by MSCI Inc., nor does this company make any representation regarding the advisability of investing in the Funds. BlackRock is not affiliated with MSCI Inc.

    The iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock"). ©2016 BlackRock. All rights reserved. iSHARES and BLACKROCK are registered trademarks of BlackRock. iS-18356-0516