All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
USMV total return snapshot: USMV returned +8.07% over the past year and +7.19% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +420.80% in nominal total return, or +11.71%/yr, and is currently −1.75% below its total-return high on Aug. 27, 2026.
Data ending Mon Sep. 14, 2026
| Thu 2011-10-20💬 to Mon 2026-09-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USMV × |
+420.80%
+11.71%/yr |
+11.06%/yr
R2=0.981 |
||||
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-09-14 |
Start
Value |
End
Value |
|---|---|---|
| USMV × |
$10,000.00
2011-10-20 |
$52,079.81
2026-09-14 |
| YTD | YoY | |
|---|---|---|
| USMV × | +7.19% | +8.07% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| USMV × |
−1.75%
on 2026-09-14 from 2026-08-27 peak |
−33.10%
on 2020-03-23 from 2020-02-14 peak |
| Period ending Mon 2026-09-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| USMV × | +8.07% |
+13.19% +6.39%/yr |
+39.67% +11.78%/yr |
+42.45% +7.33%/yr |
+167.64% +10.35%/yr |
| Year | USMV |
|---|---|
| 2026 (YTD) | +7.19% |
| 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% |
