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 +18.29% over the past year and +9.98% YTD, with dividends reinvested. Since Jul. 18, 2013, QUAL is up +280.27% in real purchasing-power return, or +10.76%/yr, and is currently āˆ’0.28% below its real total-return high on Aug. 7, 2026.

Data ending Tue Aug. 11, 2026

Growth of $10,000

Thu 2013-07-18šŸ’¬ to Tue 2026-08-11 Overall
Return 		Exponential
Trendline
QUAL × 		+280.27%
+10.76%/yr 		+9.66%/yr
R2=0.950
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-07-18šŸ’¬ to Tue 2026-08-11 Start
Value 		End
Value
QUAL × 		$10,000.00
2013-07-18 		$38,027.33
2026-08-11

This Yearā€™s Performance

through 2026-08-11

  YTD YoY
QUAL × 		+9.98% +18.29%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QUAL × 		āˆ’0.28%
on 2026-08-11
from 2026-08-07 peak 		āˆ’34.05%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Tue 2026-08-11 1 yr 2 yr 3 yr 5 yr 10 yr
QUAL × 		+18.29% +28.08%
+13.17%/yr 		+55.83%
+15.94%/yr 		+40.07%
+6.97%/yr 		+173.55%
+10.59%/yr

Annual Returns

Year QUAL
2026 (YTD) +9.98%
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%