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 +5.90% over the past year and +4.35% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +254.53% in real purchasing-power return, or +8.81%/yr, and is currently −1.16% below its real total-return high on Aug. 27, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
USMV × 		+254.53%
+8.81%/yr 		+8.04%/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 2026-10-16 Start
Value 		End
Value
USMV × 		$10,000.00
2011-10-20 		$35,453.27
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
USMV × 		+4.35% +5.90%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
USMV × 		−1.16%
on 2026-10-16
from 2026-08-27 peak 		−33.09%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
USMV × 		+5.90% +5.24%
+2.58%/yr 		+31.61%
+9.59%/yr 		+18.37%
+3.43%/yr 		+94.86%
+6.90%/yr

Annual Returns

Year USMV
2026 (YTD) +4.35%
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%