All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

USMV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

USMV real return snapshot: after CPI-U inflation, USMV returned +3.85% over the past year and +4.00% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +253.34% in real purchasing-power return, or +8.80%/yr, and is currently −1.49% below its real total-return high on Aug. 27, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-10-09 Overall
Return 		Exponential
Trendline
USMV × 		+253.34%
+8.80%/yr 		+8.05%/yr
R2=0.934
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Fri 2026-10-09 Start
Value 		End
Value
USMV × 		$10,000.00
2011-10-20 		$35,333.61
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
USMV × 		+4.00% +3.85%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
USMV × 		−1.49%
on 2026-10-09
from 2026-08-27 peak 		−33.09%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
USMV × 		+3.85% +6.08%
+2.99%/yr 		+32.58%
+9.86%/yr 		+19.79%
+3.68%/yr 		+93.71%
+6.84%/yr

Annual Returns

Year USMV
2026 (YTD) +4.00%
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%