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 +4.33% over the past year and +1.51% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +393.20% in nominal total return, or +11.48%/yr, and is currently −2.28% below its total-return high on Feb. 27, 2026.

Data ending Thu Jun. 25, 2026

Thu 2011-10-20💬 to Thu 2026-06-25 YTD
Return
1 Year
Return
USMV
×
+1.51%
2026-06-25
+4.33%
2026-06-25
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Thu 2026-06-25 Overall
Return
Exponential
Trendline
USMV
×
+393.20%
+11.48%/yr
+11.10%/yr
(R2=0.980)
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Thu 2026-06-25 Start
Value
End
Value
USMV
×
$10,000.00
2011-10-20
$49,319.90
2026-06-25
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Annual Returns

Year USMV
2026 (YTD) +1.51%
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%

Drawdowns

Thu 2011-10-20💬 to Thu 2026-06-25 Current
Drawdown
Worst
Drawdown
USMV
×
−2.28%
from 2026-02-27 peak
−33.10%
2020-03-23
from 2020-02-14 peak
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-06-25 1
Year
2
Years
3
Years
5
Years
10
Years
USMV
×
+4.33% +16.25%
+7.82%/yr
+37.01%
+11.07%/yr
+39.96%
+6.95%/yr
+155.28%
+9.83%/yr
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund