All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
USMV real return snapshot: after CPI-U inflation, USMV returned +1.03% over the past year and +0.40% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +241.11% in real purchasing-power return, or +8.67%/yr, and is currently −2.54% below its real total-return high on Feb. 27, 2026.
Data ending Fri Jul. 24, 2026
| Thu 2011-10-20💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USMV × |
+241.11%
+8.67%/yr |
+8.11%/yr
R2=0.933 |
||||
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| USMV × |
$10,000.00
2011-10-20 |
$34,111.12
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| USMV × | +0.40% | +1.03% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| USMV × |
−2.54%
on 2026-07-24 from 2026-02-27 peak |
−33.09%
on 2020-03-23 from 2020-02-14 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| USMV × | +1.03% |
+10.16% +4.96%/yr |
+22.55% +7.01%/yr |
+12.37% +2.36%/yr |
+76.97% +5.87%/yr |
| Year | USMV |
|---|---|
| 2026 (YTD) | +0.40% |
| 2025 | +4.85% |
| 2024 | +12.50% |
| 2023 | +6.75% |
| 2022 | −14.93% |
| 2021 | +12.90% |
| 2020 | +4.22% |
| 2019 | +24.83% |
| 2018 | −0.56% |
| 2017 | +16.45% |
| 2016 | +8.32% |
| 2015 | +4.67% |
| 2014 | +15.46% |
| 2013 | +23.24% |
| 2012 | +8.93% |
| 2011 | +6.10% |
