Performance analysis of QUAL (ISHARES MSCI USA QUALITY FACTOR ETF)
Annual Return
Over the past 3 years, QUAL has had an average annual return of +17.59%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, QUAL has had an average annual return of +11.17%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, QUAL has had an average annual return of +13.95%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 18, 2013, QUAL has had an average annual return of +13.61%, underperforming the benchmark SPY, which returned +13.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.65% | +12.65% | +22.29% | +30.89% | -20.49% | +26.94% | +17.03% | +33.90% | -5.68% | +22.27% | +9.21% | +5.45% |
| 2014 | 2013 | ||||||||||
| +11.71% | +13.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.91% | +1.21% | -6.17% | +8.05% | +3.98% | +2.01% | -1.13% | +9.65% | |||||
| 2025 | +2.96% | -0.98% | -5.67% | -0.89% | +4.54% | +3.48% | +0.71% | +2.62% | +3.19% | +0.93% | +0.91% | +0.58% | +12.65% |
| 2024 | +2.28% | +6.50% | +2.77% | -4.50% | +5.59% | +3.24% | +0.60% | +3.49% | +1.16% | -1.61% | +5.03% | -3.60% | +22.29% |
| 2023 | +7.15% | -2.75% | +4.79% | +1.71% | +0.72% | +6.43% | +3.78% | -0.44% | -5.06% | -1.48% | +8.65% | +4.69% | +30.89% |
| 2022 | -6.95% | -4.11% | +3.95% | -8.28% | -0.17% | -9.04% | +9.21% | -5.14% | -9.75% | +8.29% | +7.71% | -5.63% | -20.49% |
| 2021 | -2.83% | +3.20% | +4.98% | +4.80% | +1.01% | +3.36% | +3.38% | +2.83% | -6.46% | +7.71% | -0.61% | +3.51% | +26.94% |
| 2020 | -0.68% | -8.33% | -11.40% | +12.28% | +5.61% | +0.19% | +4.95% | +6.87% | -3.15% | -2.59% | +11.29% | +3.71% | +17.03% |
| 2019 | +8.25% | +4.36% | +2.53% | +3.80% | -6.58% | +7.07% | +1.38% | -1.78% | +1.86% | +2.21% | +4.46% | +2.83% | +33.90% |
| 2018 | +4.57% | -2.90% | -1.29% | -1.31% | +2.70% | -0.00552% | +3.72% | +3.73% | +1.07% | -7.57% | +0.92% | -8.46% | -5.68% |
| 2017 | +1.16% | +4.69% | -0.05% | +0.61% | +1.49% | +0.56% | +1.03% | +0.46% | +2.65% | +2.92% | +3.60% | +1.25% | +22.27% |
Drawdown analysis of QUAL (ISHARES MSCI USA QUALITY FACTOR ETF)
The maximum drawdown for the QUAL was -34.06%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current QUAL drawdown is -1.69%.
Since Jul 18, 2013 QUAL has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.06% | Feb 19, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -28.22% | Dec 29, 2021 | 200 | Oct 14, 2022 | 290 | Dec 11, 2023 | 490 |
| -20.46% | Sep 21, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
| -17.99% | Dec 4, 2024 | 84 | Apr 8, 2025 | 72 | Jul 23, 2025 | 156 |
| -11.48% | Jul 20, 2015 | 26 | Aug 25, 2015 | 45 | Oct 28, 2015 | 71 |
| -11.20% | Nov 3, 2015 | 68 | Feb 11, 2016 | 34 | Apr 1, 2016 | 102 |
| -9.92% | Jan 26, 2018 | 9 | Feb 8, 2018 | 133 | Aug 20, 2018 | 142 |
| -9.04% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -8.70% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -7.63% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -7.40% | Aug 30, 2021 | 24 | Oct 4, 2021 | 19 | Oct 29, 2021 | 43 |
| -6.92% | Apr 23, 2019 | 28 | Jun 3, 2019 | 13 | Jun 20, 2019 | 41 |
| -6.63% | Sep 18, 2014 | 20 | Oct 16, 2014 | 10 | Oct 30, 2014 | 30 |
| -6.58% | Mar 21, 2024 | 20 | Apr 19, 2024 | 18 | May 15, 2024 | 38 |
| -6.45% | Jan 21, 2014 | 9 | Feb 3, 2014 | 16 | Feb 26, 2014 | 25 |
| -6.33% | Jul 26, 2019 | 6 | Aug 5, 2019 | 57 | Oct 24, 2019 | 63 |
| -5.53% | Apr 19, 2016 | 48 | Jun 27, 2016 | 8 | Jul 8, 2016 | 56 |
| -4.93% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -4.81% | Nov 16, 2021 | 10 | Dec 1, 2021 | 17 | Dec 27, 2021 | 27 |
| -4.74% | Dec 5, 2014 | 7 | Dec 16, 2014 | 3 | Dec 19, 2014 | 10 |
| -4.72% | Aug 15, 2016 | 58 | Nov 4, 2016 | 11 | Nov 21, 2016 | 69 |
| -4.37% | Apr 2, 2014 | 7 | Apr 11, 2014 | 20 | May 12, 2014 | 27 |
| -4.15% | Feb 24, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
| -4.06% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -4.05% | Sep 19, 2013 | 13 | Oct 8, 2013 | 7 | Oct 17, 2013 | 20 |