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 +12.87% over the past year and +9.03% YTD, with dividends reinvested. Since Jul. 18, 2013, QUAL is up +276.98% in real purchasing-power return, or +10.60%/yr, and is currently āˆ’2.03% below its real total-return high on Aug. 13, 2026.

Data ending Mon Sep. 21, 2026

Growth of $10,000

Thu 2013-07-18šŸ’¬ to Mon 2026-09-21 Overall
Return 		Exponential
Trendline
QUAL × 		+276.98%
+10.60%/yr 		+9.69%/yr
R2=0.951
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-07-18šŸ’¬ to Mon 2026-09-21 Start
Value 		End
Value
QUAL × 		$10,000.00
2013-07-18 		$37,697.72
2026-09-21

This Yearā€™s Performance

through 2026-09-21

  YTD YoY
QUAL × 		+9.03% +12.87%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QUAL × 		āˆ’2.03%
on 2026-09-21
from 2026-08-13 peak 		āˆ’34.05%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Mon 2026-09-21 1 yr 2 yr 3 yr 5 yr 10 yr
QUAL × 		+12.87% +19.95%
+9.52%/yr 		+59.61%
+16.86%/yr 		+43.45%
+7.48%/yr 		+174.93%
+10.64%/yr

Annual Returns

Year QUAL
2026 (YTD) +9.03%
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%