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 +2.10% over the past year and +0.90% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +242.80% in real purchasing-power return, or +8.74%/yr, and is currently −2.06% below its real total-return high on Feb. 27, 2026.
Data ending Thu Jul. 2, 2026
| Thu 2011-10-20💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| USMV × |
+0.90%
2026-07-02 |
+2.10%
2026-07-02 |
||||
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| USMV × |
+242.80%
+8.74%/yr |
+8.13%/yr
(R2=0.933) |
||||
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| USMV × |
$10,000.00
2011-10-20 |
$34,279.95
2026-07-02 |
||||
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
| Year | USMV |
|---|---|
| 2026 (YTD) | +0.90% |
| 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% |
| Thu 2011-10-20💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| USMV × |
−2.06%
from 2026-02-27 peak |
−33.09%
2020-03-23 from 2020-02-14 peak |
||||
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| USMV × | +2.10% |
+12.31% +5.98%/yr |
+25.61% +7.90%/yr |
+15.18% +2.87%/yr |
+81.47% +6.14%/yr |
|
| iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund | ||||||
