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 +65.35% over the past year and +43.64% YTD, with dividends reinvested. Since Apr. 18, 2013, VLUE is up +292.09% in real purchasing-power return, or +10.77%/yr, and is currently −1.79% below its real total-return high on Jun. 25, 2026.
Data ending Fri Aug. 28, 2026
| Thu 2013-04-18💬 to Fri 2026-08-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VLUE × |
+292.09%
+10.77%/yr |
+6.19%/yr
R2=0.789 |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Fri 2026-08-28 |
Start
Value |
End
Value |
|---|---|---|
| VLUE × |
$10,000.00
2013-04-18 |
$39,208.97
2026-08-28 |
| YTD | YoY | |
|---|---|---|
| VLUE × | +43.64% | +65.35% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VLUE × |
−1.79%
on 2026-08-28 from 2026-06-25 peak |
−39.47%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Fri 2026-08-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VLUE × | +65.35% |
+86.70% +36.64%/yr |
+113.13% +28.69%/yr |
+77.98% +12.22%/yr |
+188.79% +11.19%/yr |
| Year | VLUE |
|---|---|
| 2026 (YTD) | +43.64% |
| 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% |
