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 +5.12% over the past year and +4.32% YTD, with dividends reinvested. Since Oct. 20, 2011, USMV is up +254.43% in real purchasing-power return, or +8.88%/yr, and is currently −1.23% below its real total-return high on Aug. 27, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
USMV × 		+254.43%
+8.88%/yr 		+8.08%/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 2026-09-04 Start
Value 		End
Value
USMV × 		$10,000.00
2011-10-20 		$35,442.84
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
USMV × 		+4.32% +5.12%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
USMV × 		−1.23%
on 2026-09-04
from 2026-08-27 peak 		−33.09%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
USMV × 		+5.12% +7.59%
+3.73%/yr 		+29.48%
+8.99%/yr 		+14.17%
+2.69%/yr 		+87.61%
+6.49%/yr

Annual Returns

Year USMV
2026 (YTD) +4.32%
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%