All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
VLUE total return snapshot: VLUE returned +50.32% over the past year and +42.70% YTD, with dividends reinvested. Since Apr. 18, 2013, VLUE is up +442.61% in nominal total return, or +13.30%/yr, and is currently −5.80% below its total-return high on Sep. 4, 2026.
Data ending Tue Nov. 3, 2026
| Thu 2013-04-18💬 to Tue 2026-11-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VLUE × |
+442.61%
+13.30%/yr |
+9.70%/yr
R2=0.891 |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Tue 2026-11-03 |
Start
Value |
End
Value |
|---|---|---|
| VLUE × |
$10,000.00
2013-04-18 |
$54,260.71
2026-11-03 |
| YTD | YoY | |
|---|---|---|
| VLUE × | +42.70% | +50.32% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VLUE × |
−5.80%
on 2026-11-03 from 2026-09-04 peak |
−39.47%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Tue 2026-11-03 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VLUE × | +50.32% |
+86.59% +36.60%/yr |
+126.08% +31.25%/yr |
+107.56% +15.73%/yr |
+292.26% +14.65%/yr |
| Year | VLUE |
|---|---|
| 2026 (YTD) | +42.70% |
| 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% |
