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 +79.93% over the past year and +37.60% YTD, with dividends reinvested. Since Apr. 18, 2013, VLUE is up +423.22% in nominal total return, or +13.47%/yr, and is currently at its total-return high.

Thu 2013-04-18? to Fri 2026-05-22 YTD
Return
1 Year
Return
VLUE
×
+37.60%
2026-05-22
+79.93%
2026-05-22
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Returns

Thu 2013-04-18? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
VLUE
×
+423.22%
+13.47%/yr
+8.96%/yr
(R2=0.914)
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Growth of $10,000

Thu 2013-04-18? to Fri 2026-05-22 Start
Value
End
Value
VLUE
×
$10,000.00
2013-04-18
$52,322.28
2026-05-22
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Annual Returns

Year VLUE
2026 (YTD) +37.60%
2025 +32.67%
2024 +7.25%
2023 +14.26%
2022 āˆ’14.17%
2021 +28.93%
2020 āˆ’0.23%
2019 +27.20%
2018 āˆ’11.13%
2017 +21.95%
2016 +15.34%
2015 āˆ’3.49%
2014 +12.77%
2013 +22.41%

Drawdowns

Thu 2013-04-18? to Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
VLUE
×
āˆ’39.47%
2020-03-23
from 2020-02-12 peak
iShares MSCI USA Value Factor ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year
2
Years
3
Years
5
Years
10
Years
VLUE
×
+79.93% +88.84%
+37.45%/yr
+124.86%
+31.00%/yr
+101.64%
+15.05%/yr
+297.97%
+14.80%/yr
iShares MSCI USA Value Factor ETF Exchange-Traded Fund