iShares iBonds Dec 2035 Term Corp - EUR · XETR:35AI
iShares iBonds Dec 2035 Term Corp - EUR — iShares — Investor Presentation (August 2019)
10 slides from iShares iBonds Dec 2035 Term Corp - EUR's investor presentation, August 2019
Slide 1: Minimum volatility ETFs from iShares
Minimum volatility ETFs from iShares Helping you stay invested to meet your long-term goals ICRMH0819U-917596-1/10
Slide 2: Why minimum volatility makes sense
Why minimum volatility makes sense Volatility drives many investors to abandon their asset allocations – which can jeopardize long-term goals. Behavioral reasons Math reasons** Volatility can drive poor decision making Losing less can lead to winning more 8.2% 7.2% $100 $100 +5% 5.3% +20% 2.1% $80 -
Slide 3: Did you stay invested during 2018?
#1: BEHAVIORAL REASONS Did you stay invested during 2018? Did you stay invested? 2018 Downside Capture S&P 500 Index $39B 1.36% equity outflows USMV $85B -4.38% equity outflows Will you miss the next rally? Jan 1st 2018 Dec 31st 2018 S&P 500 Source: Morningstar as of 12/31/2018. Performance data rep
Slide 4: Losing less can lead to winning more
#2: MATH REASONS Losing less can lead to winning more Asymmetric upside/downside capture can lead to a better outcome. Growth of a hypothetical $100k in the S&P 500 index over the last two bear and bull markets Scenario Low volatility Upside/downside Ending value (59% upside/59% downside) $282K
Slide 5: Minimum volatility ETFs have delivered market-like returns with less risk
Minimum volatility ETFs have delivered market-like returns with less risk Upside/downside capture Annualized risk/return Since November 2011 Since November 2011 inception USMV EFAV EEMV 16% United States Intl developed Emerging markets USMV S&P 500 12% Upside 81% 75% 77% Return capture 8% EFAV MSCI
Slide 6: How do other funds measure up?
How do other funds measure up? iShares Edge MSCI So how do other funds USMV Min Vol USA ETF compare to USMV? 1,660 U.S. equity mutual funds Upside 81% 3 of the 1,660 mutual capture funds have a downside capture <54% vs. the S&P 500 Downside capture 54% 0 None of those 3 mutual funds have an upside c
Slide 7: New approach for the core of your portfolio
New approach for the core of your portfolio Designed to serve as a broad market exposure. 0.93 Correlation to the MSCI USA Index 0.86 Correlation to the S&P 500 USMV 0.73 Beta to the MSCI USA Index 0.68 Beta to the S&P 500 MSCI USA Min Vol Broad market sectors +/- 5% Index methodology Sector-constra
Slide 8: iShares minimum volatility suite
iShares minimum volatility suite USMV iShares Edge MSCI Min Vol USA ETF EFAV iShares Edge MSCI Min Vol EAFE ETF EEMV iShares Edge MSCI Min Vol Emerging Markets ETF ACWV iShares Edge MSCI Min Vol Global ETF ICRMH0819U-917596-8/10
Slide 9: Standardized performance
Standardized performance as of 6/30/19 1-Year 5-Year 10-Year Returns Since Inception Fund Gross Returns Returns Fund Name Inception Expense Date Ratio Mkt Mkt Mkt Mkt NAV NAV NAV NAV price price price price iShares Edge MSCI Min Vol USA ETF 10/18/2011 0.15% 18.56% 18.50% 12.91% 12.90% -- -- 14.58% 1
Slide 10: Important information regarding iShares ETFs
Important information regarding iShares ETFs Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting w