All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
USMV total return snapshot: USMV returned +10.01% over the past year and +8.58% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +427.56% in nominal total return, or +11.85%/yr, and is currently −0.07% below its total-return high on Aug. 24, 2026.
Data ending Tue Aug. 25, 2026
| Thu 2011-10-20💬 to Tue 2026-08-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USMV × |
+427.56%
+11.85%/yr |
+11.07%/yr
R2=0.981 |
||||
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Tue 2026-08-25 |
Start
Value |
End
Value |
|---|---|---|
| USMV × |
$10,000.00
2011-10-20 |
$52,755.50
2026-08-25 |
| YTD | YoY | |
|---|---|---|
| USMV × | +8.58% | +10.01% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| USMV × |
−0.07%
on 2026-08-25 from 2026-08-24 peak |
−33.10%
on 2020-03-23 from 2020-02-14 peak |
| Period ending Tue 2026-08-25 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| USMV × | +10.01% |
+16.04% +7.72%/yr |
+43.56% +12.81%/yr |
+42.12% +7.28%/yr |
+163.30% +10.17%/yr |
| Year | USMV |
|---|---|
| 2026 (YTD) | +8.58% |
| 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% |
