All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MTUM,QUAL,VLUE: Total Return Chart (with Dividends Reinvested)

Thu 2013-07-18? to Wed 2026-04-01 YTD
Return
TR
Price
MTUM
×
−1.94%
2026-04-01
5.619 TR
2026-04-01
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund
QUAL
×
−2.74%
2026-04-01
4.666 TR
2026-04-01
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund
VLUE
×
+6.33%
2026-04-01
4.043 TR
2026-04-01
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Returns

Thu 2013-07-18? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
MTUM
×
+426.76%
+13.97%/yr
+13.30%/yr
(R2=0.943)
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund
QUAL
×
+366.59%
+12.89%/yr
+12.91%/yr
(R2=0.971)
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund
VLUE
×
+263.01%
+10.68%/yr
+8.73%/yr
(R2=0.915)
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Growth of $10,000

Thu 2013-07-18? to Wed 2026-04-01 Start
Value
End
Value
MTUM
×
$10,000.00
2013-07-18
$52,676.46
2026-04-01
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund
QUAL
×
$10,000.00
2013-07-18
$46,659.28
2026-04-01
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund
VLUE
×
$10,000.00
2013-07-18
$36,300.54
2026-04-01
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Annual Returns

Year MTUM QUAL VLUE
2026 (YTD) −1.94% −2.74% +6.33%
2025 +22.15% +12.65% +32.67%
2024 +32.89% +22.29% +7.25%
2023 +9.15% +30.88% +14.26%
2022 −18.27% −20.50% −14.17%
2021 +13.36% +26.94% +28.93%
2020 +29.86% +17.04% −0.23%
2019 +27.25% +33.89% +27.20%
2018 −1.67% −5.70% −11.13%
2017 +37.50% +22.26% +21.95%
2016 +5.00% +9.20% +15.34%
2015 +8.91% +5.45% −3.49%
2014 +14.62% +11.71% +12.77%
2013 +19.21% +13.45% +22.41%

Drawdowns

Thu 2013-07-18? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
MTUM
×
−6.00% −34.08%
2020-03-23
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund
QUAL
×
−5.97% −34.06%
2020-03-23
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund
VLUE
×
−4.91% −39.47%
2020-03-23
iShares MSCI USA Value Factor ETF Exchange-Traded Fund