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 +74.42% over the past year and +42.72% YTD, with dividends reinvested. Since Apr. 18, 2013, VLUE is up +289.57% in real purchasing-power return, or +10.85%/yr, and is currently −1.86% below its real total-return high on Jun. 25, 2026.
Data ending Mon Jun. 29, 2026
| Thu 2013-04-18💬 to Mon 2026-06-29 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VLUE × |
+42.72%
2026-06-29 |
+74.42%
2026-06-29 |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Mon 2026-06-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VLUE × |
+289.57%
+10.85%/yr |
+5.92%/yr
(R2=0.797) |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Mon 2026-06-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VLUE × |
$10,000.00
2013-04-18 |
$38,957.49
2026-06-29 |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Year | VLUE |
|---|---|
| 2026 (YTD) | +42.72% |
| 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% |
| Thu 2013-04-18💬 to Mon 2026-06-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VLUE × |
−1.86%
from 2026-06-25 peak |
−39.47%
2020-03-23 from 2020-02-12 peak |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Period ending Mon 2026-06-29 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VLUE × | +74.42% |
+90.16% +37.90%/yr |
+110.41% +28.14%/yr |
+76.96% +12.09%/yr |
+206.78% +11.86%/yr |
|
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
