All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

QUAL: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

QUAL real return snapshot: after CPI-U inflation, QUAL returned +14.53% over the past year and +6.37% YTD, with dividends reinvested. Since Jul. 18, 2013, QUAL is up +267.79% in real purchasing-power return, or +10.53%/yr, and is currently āˆ’1.56% below its real total-return high on Jul. 16, 2026.

Data ending Wed Jul. 22, 2026

Growth of $10,000

Thu 2013-07-18šŸ’¬ to Wed 2026-07-22 Overall
Return 		Exponential
Trendline
QUAL × 		+267.79%
+10.53%/yr 		+9.65%/yr
R2=0.949
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-07-18šŸ’¬ to Wed 2026-07-22 Start
Value 		End
Value
QUAL × 		$10,000.00
2013-07-18 		$36,779.20
2026-07-22

This Yearā€™s Performance

through 2026-07-22

  YTD YoY
QUAL × 		+6.37% +14.53%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QUAL × 		āˆ’1.56%
on 2026-07-22
from 2026-07-16 peak 		āˆ’34.05%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Wed 2026-07-22 1 yr 2 yr 3 yr 5 yr 10 yr
QUAL × 		+14.53% +20.35%
+9.70%/yr 		+48.49%
+14.09%/yr 		+38.49%
+6.73%/yr 		+165.54%
+10.26%/yr

Annual Returns

Year QUAL
2026 (YTD) +6.37%
2025 +9.72%
2024 +18.86%
2023 +26.64%
2022 āˆ’25.33%
2021 +18.59%
2020 +15.46%
2019 +30.90%
2018 āˆ’7.47%
2017 +19.73%
2016 +6.99%
2015 +4.68%
2014 +10.87%
2013 +13.70%