All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
VLUE real return snapshot: after CPI-U inflation, VLUE returned +55.15% over the past year and +42.88% YTD, with dividends reinvested. Since Apr. 18, 2013, VLUE is up +290.02% in real purchasing-power return, or +10.63%/yr, and is currently −2.46% below its real total-return high on Sep. 4, 2026.
Data ending Thu Oct. 8, 2026
| Thu 2013-04-18💬 to Thu 2026-10-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VLUE × |
+290.02%
+10.63%/yr |
+6.35%/yr
R2=0.786 |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Thu 2026-10-08 |
Start
Value |
End
Value |
|---|---|---|
| VLUE × |
$10,000.00
2013-04-18 |
$39,002.42
2026-10-08 |
| YTD | YoY | |
|---|---|---|
| VLUE × | +42.88% | +55.15% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VLUE × |
−2.46%
on 2026-10-08 from 2026-09-04 peak |
−39.47%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Thu 2026-10-08 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VLUE × | +55.15% |
+80.55% +34.37%/yr |
+119.86% +30.03%/yr |
+81.19% +12.62%/yr |
+185.03% +11.04%/yr |
| Year | VLUE |
|---|---|
| 2026 (YTD) | +42.88% |
| 2025 | +29.21% |
| 2024 | +4.24% |
| 2023 | +10.56% |
| 2022 | −19.38% |
| 2021 | +20.46% |
| 2020 | −1.57% |
| 2019 | +24.36% |
| 2018 | −12.79% |
| 2017 | +19.43% |
| 2016 | +13.00% |
| 2015 | −4.19% |
| 2014 | +11.92% |
| 2013 | +22.19% |
