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

Total Real Returns

VLUE: Total Return Chart (with Dividends Reinvested)

VLUE total return snapshot: VLUE returned +81.45% over the past year and +43.10% YTD, with dividends reinvested. Since Apr. 18, 2013, VLUE is up +444.11% in nominal total return, or +13.76%/yr, and is currently −4.36% below its total-return high on Jun. 2, 2026.

Thu 2013-04-18💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
VLUE
×
+43.10%
2026-06-09
+81.45%
2026-06-09
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Returns

Thu 2013-04-18💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
VLUE
×
+444.11%
+13.76%/yr
+9.04%/yr
(R2=0.910)
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Growth of $10,000

Thu 2013-04-18💬 to Tue 2026-06-09 Start
Value
End
Value
VLUE
×
$10,000.00
2013-04-18
$54,411.49
2026-06-09
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Annual Returns

Year VLUE
2026 (YTD) +43.10%
2025 +32.67%
2024 +7.25%
2023 +14.26%
2022 −14.17%
2021 +28.93%
2020 −0.23%
2019 +27.20%
2018 −11.13%
2017 +21.95%
2016 +15.34%
2015 −3.49%
2014 +12.77%
2013 +22.41%

Drawdowns

Thu 2013-04-18💬 to Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
VLUE
×
−4.36%
from 2026-06-02 peak
−39.47%
2020-03-23
from 2020-02-12 peak
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
VLUE
×
+81.45% +98.20%
+40.78%/yr
+127.75%
+31.57%/yr
+106.79%
+15.64%/yr
+299.01%
+14.84%/yr
iShares MSCI USA Value Factor ETF Exchange-Traded Fund