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)

×
Thu 2011-10-20? to Fri 2023-12-29?
USMV
×
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2023-12-29? Overall
Return
Exponential
Trendline
USMV
×
+188.07%
+9.07%/yr
+9.00%/yr
(R2=0.925)
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2023-12-29? Start
Value
End
Value
USMV
×
$10,000.00
2011-10-20
$28,806.78
2023-12-29
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Annual Returns

Year USMV
2025 (YTD) +3.27%
2024 +12.50%
2023 +6.76%
2022 −14.93%
2021 +12.89%
2020 +4.23%
2019 +24.84%
2018 −0.56%
2017 +16.45%
2016 +8.31%
2015 +4.67%
2014 +15.46%
2013 +23.27%
2012 +8.94%
2011 +6.09%

Drawdowns

Thu 2011-10-20? to Fri 2023-12-29? Final
Drawdown
Worst
Drawdown
USMV
×
−9.36% −33.08%
2020-03-23
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund