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 +13.08% over the past year and +10.89% YTD, with dividends reinvested. Since Jul. 18, 2013, QUAL is up +283.43% in real purchasing-power return, or +10.70%/yr, and is currently āˆ’0.35% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Thu 2013-07-18šŸ’¬ to Fri 2026-10-09 Overall
Return 		Exponential
Trendline
QUAL × 		+283.43%
+10.70%/yr 		+9.70%/yr
R2=0.952
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-07-18šŸ’¬ to Fri 2026-10-09 Start
Value 		End
Value
QUAL × 		$10,000.00
2013-07-18 		$38,343.07
2026-10-09

This Yearā€™s Performance

through 2026-10-09

  YTD YoY
QUAL × 		+10.89% +13.08%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QUAL × 		āˆ’0.35%
on 2026-10-09
from 2026-08-13 peak 		āˆ’34.05%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
QUAL × 		+13.08% +20.28%
+9.67%/yr 		+59.40%
+16.81%/yr 		+46.91%
+8.00%/yr 		+181.80%
+10.92%/yr

Annual Returns

Year QUAL
2026 (YTD) +10.89%
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%