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 Wed 2025-05-14?
USMV ×
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2025-05-14? Overall
Return 		Exponential
Trendline
USMV × 		+229.35%
+9.18%/yr 		+8.50%/yr
(R2=0.930)
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-14? Start
Value 		End
Value
USMV × 		$10,000.00
2011-10-20 		$32,935.25
2025-05-14
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund

Annual Returns

Year USMV
2025 (YTD) +2.84%
2024 +12.50%
2023 +6.74%
2022 −14.92%
2021 +12.91%
2020 +4.22%
2019 +24.84%
2018 −0.56%
2017 +16.43%
2016 +8.34%
2015 +4.68%
2014 +15.45%
2013 +23.25%
2012 +8.92%
2011 +6.12%

Drawdowns

Thu 2011-10-20? to Wed 2025-05-14? Final
Drawdown 		Worst
Drawdown
USMV × 		−4.18% −33.09%
2020-03-23
iShares MSCI USA Min Vol Factor ETF Exchange-Traded Fund