All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
USMV total return snapshot: USMV returned +5.56% over the past year and +6.23% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +416.15% in nominal total return, or +11.60%/yr, and is currently −2.62% below its total-return high on Aug. 27, 2026.
Data ending Mon Oct. 5, 2026
| Thu 2011-10-20💬 to Mon 2026-10-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USMV × |
+416.15%
+11.60%/yr |
+11.05%/yr
R2=0.981 |
||||
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-10-05 |
Start
Value |
End
Value |
|---|---|---|
| USMV × |
$10,000.00
2011-10-20 |
$51,614.72
2026-10-05 |
| YTD | YoY | |
|---|---|---|
| USMV × | +6.23% | +5.56% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| USMV × |
−2.62%
on 2026-10-05 from 2026-08-27 peak |
−33.10%
on 2020-03-23 from 2020-02-14 peak |
| Period ending Mon 2026-10-05 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| USMV × | +5.56% |
+11.97% +5.82%/yr |
+44.70% +13.11%/yr |
+45.58% +7.80%/yr |
+165.38% +10.25%/yr |
| Year | USMV |
|---|---|
| 2026 (YTD) | +6.23% |
| 2025 | +7.65% |
| 2024 | +15.74% |
| 2023 | +10.33% |
| 2022 | −9.43% |
| 2021 | +20.85% |
| 2020 | +5.64% |
| 2019 | +27.69% |
| 2018 | +1.34% |
| 2017 | +18.91% |
| 2016 | +10.57% |
| 2015 | +5.44% |
| 2014 | +16.33% |
| 2013 | +25.09% |
| 2012 | +10.82% |
| 2011 | +5.67% |
