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 +8.85% over the past year and +7.58% YTD, with dividends reinvested. Since Jul. 18, 2013, QUAL is up +222.68% in real purchasing-power return, or +9.22%/yr, and is currently −3.05% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 30, 2026

Growth of $10,000

Thu 2013-07-18💬 to Fri 2026-10-30 Overall
Return 		Exponential
Trendline
QUAL × 		+222.68%
+9.22%/yr 		+8.42%/yr
R2=0.938
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-07-18💬 to Fri 2026-10-30 Start
Value 		End
Value
QUAL × 		$10,000.00
2013-07-18 		$32,267.69
2026-10-30

This Year’s Performance

through 2026-10-30

  YTD YoY
QUAL × 		+7.58% +8.85%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QUAL × 		−3.05%
on 2026-10-30
from 2026-08-13 peak 		−34.05%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
QUAL × 		+8.85% +16.25%
+7.82%/yr 		+58.16%
+16.51%/yr 		+30.36%
+5.45%/yr 		+150.02%
+9.60%/yr

Annual Returns

Year QUAL
2026 (YTD) +7.58%
2025 +8.90%
2024 +18.14%
2023 +25.36%
2022 −26.18%
2021 +17.41%
2020 +14.00%
2019 +29.20%
2018 −8.72%
2017 +18.04%
2016 +5.38%
2015 +3.40%
2014 +9.70%
2013 +13.14%