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 +15.06% over the past year and +8.90% YTD, with dividends reinvested. Since Jul. 18, 2013, QUAL is up +276.54% in real purchasing-power return, or +10.63%/yr, and is currently āˆ’2.16% below its real total-return high on Aug. 13, 2026.

Data ending Mon Aug. 31, 2026

Growth of $10,000

Thu 2013-07-18šŸ’¬ to Mon 2026-08-31 Overall
Return 		Exponential
Trendline
QUAL × 		+276.54%
+10.63%/yr 		+9.68%/yr
R2=0.951
iShares MSCI USA Quality Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-07-18šŸ’¬ to Mon 2026-08-31 Start
Value 		End
Value
QUAL × 		$10,000.00
2013-07-18 		$37,654.28
2026-08-31

This Yearā€™s Performance

through 2026-08-31

  YTD YoY
QUAL × 		+8.90% +15.06%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
QUAL × 		āˆ’2.16%
on 2026-08-31
from 2026-08-13 peak 		āˆ’34.05%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Mon 2026-08-31 1 yr 2 yr 3 yr 5 yr 10 yr
QUAL × 		+15.06% +20.10%
+9.59%/yr 		+51.21%
+14.78%/yr 		+36.60%
+6.44%/yr 		+173.55%
+10.59%/yr

Annual Returns

Year QUAL
2026 (YTD) +8.90%
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%