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

Total Real Returns

USMV: Total Return Chart (with Dividends Reinvested)

USMV total return snapshot: USMV returned +9.34% over the past year and +6.64% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +418.15% in nominal total return, or +11.76%/yr, and is currently −0.01% below its total-return high on Aug. 4, 2026.

Data ending Wed Aug. 5, 2026

Growth of $10,000

Thu 2011-10-20💬 to Wed 2026-08-05 Overall
Return
Exponential
Trendline
USMV
×
+418.15%
+11.76%/yr
+11.08%/yr
R2=0.981
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Wed 2026-08-05 Start
Value
End
Value
USMV
×
$10,000.00
2011-10-20
$51,814.74
2026-08-05

This Year’s Performance

through 2026-08-05

  YTD YoY
USMV
×
+6.64% +9.34%

Drawdowns

  Current
Drawdown
Worst
Drawdown
USMV
×
−0.01%
on 2026-08-05
from 2026-08-04 peak
−33.10%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Wed 2026-08-05 1 yr 2 yr 3 yr 5 yr 10 yr
USMV
×
+9.34% +21.08%
+10.04%/yr
+41.05%
+12.15%/yr
+41.35%
+7.17%/yr
+155.73%
+9.84%/yr

Annual Returns

Year USMV
2026 (YTD) +6.64%
2025 +7.65%
2024 +15.74%
2023 +10.33%
2022 −9.43%
2021 +20.85%
2020 +5.64%
2019 +27.69%
2018 +1.33%
2017 +18.91%
2016 +10.57%
2015 +5.44%
2014 +16.33%
2013 +25.09%
2012 +10.82%
2011 +5.67%