(As of 12/31/2021)

iShares MSCI Min Vol Canada Index ETF (XMV)

(Canadian Equity)



2016


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(7/24/2012)
9.89 %
YTD Return 25.84 %
NAVPS
(1/17/2022)
$37.82
Change $0.25 / 0.65 %
Growth of $10,000 (As of December 31, 2021)
MER 0.34 %
Assets ($mil) $141.56
Rank (1Yr) 219/719
Std Dev (3Yr) 14.14 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The iShares MSCI Canada Minimum Volatility Index Fund seeks to provide long-term capital growth by replicating, to the extent possible, the performance of the MSCI Canada Minimum Volatility Index (CAD), net of expenses.
Fund Manager

BlackRock Asset Management Canada Limited

Portfolio Manager

BlackRock Asset Management Canada Limited

Sub-Advisor

BlackRock Institutional Trust Company, N.A.

 
Asset Allocation
(As of December 31, 2021)
Sector Allocation
(As of December 31, 2021)
Geographic Allocation
(As of December 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Fortis IncCanadian EquityUtilitiesCanada3.27%
Bank of Nova ScotiaCanadian EquityFinancial ServicesCanada3.23%
Metro IncCanadian EquityConsumer ServicesCanada3.15%
Loblaw Cos LtdCanadian EquityConsumer ServicesCanada3.15%
Constellation Software IncCanadian EquityTechnologyCanada3.14%
Toronto-Dominion BankCanadian EquityFinancial ServicesCanada3.14%
Hydro One LtdCanadian EquityUtilitiesCanada3.11%
Telus CorpCanadian EquityTelecommunicationsCanada3.06%
BCE IncCanadian EquityTelecommunicationsCanada3.05%
Royal Bank of Canada Sr CCanadian EquityFinancial ServicesCanada3.04%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 4.53 7.57 9.19 25.84 25.84 15.23 8.82 -   
Benchmark 3.06 6.48 6.66 25.09 25.09 17.52 10.04 9.14
Quartile Ranking 2 1 1 2 2 3 2 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 25.84 -1.62 23.60 -7.13 7.38 17.16 -3.86 16.80 11.75 -     
Benchmark 25.09 5.60 22.88 -8.89 9.10 21.08 -8.32 10.55 12.99 7.19
Quartile Ranking 2 4 1 1 3 2 2 1 4 -

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