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 +14.99% over the past year and +6.38% YTD, with dividends reinvested. Since Jul. 18, 2013, QUAL is up +267.83% in real purchasing-power return, or +10.58%/yr, and is currently āˆ’0.54% below its real total-return high on Jun. 15, 2026.

Data ending Thu Jul. 2, 2026

Thu 2013-07-18šŸ’¬ to Thu 2026-07-02 YTD
Return 		1 Year
Return
QUAL × 		+6.38%
2026-07-02 		+14.99%
2026-07-02
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Returns

Thu 2013-07-18šŸ’¬ to Thu 2026-07-02 Overall
Return 		Exponential
Trendline
QUAL × 		+267.83%
+10.58%/yr 		+9.64%/yr
(R2=0.949)
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Growth of $10,000

Thu 2013-07-18šŸ’¬ to Thu 2026-07-02 Start
Value 		End
Value
QUAL × 		$10,000.00
2013-07-18 		$36,782.81
2026-07-02
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Annual Returns

Year QUAL
2026 (YTD) +6.38%
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%

Drawdowns

Thu 2013-07-18šŸ’¬ to Thu 2026-07-02 Current
Drawdown 		Worst
Drawdown
QUAL × 		āˆ’0.54%
from 2026-06-15 peak 		āˆ’34.05%
2020-03-23
from 2020-02-12 peak
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
QUAL × 		+14.99% +21.41%
+10.19%/yr 		+51.67%
+14.90%/yr 		+38.85%
+6.78%/yr 		+174.43%
+10.62%/yr
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund