Performance analysis of USMV (ISHARES MSCI USA MIN VOL FACTOR ETF)
Annual Return
Over the past 3 years, USMV has had an average annual return of +10.24%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, USMV has had an average annual return of +6.79%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, USMV has had an average annual return of +9.39%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 20, 2011, USMV has had an average annual return of +11.55%, underperforming the benchmark SPY, which returned +15.10% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.28% | +7.66% | +15.75% | +10.34% | -9.42% | +20.84% | +5.64% | +27.68% | +1.35% | +18.92% | +10.57% | +5.45% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +16.33% | +25.09% | +10.84% | +5.67% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.88% | +2.97% | -4.79% | +2.05% | +2.07% | +0.17% | +0.09% | +3.28% | |||||
| 2025 | +3.56% | +2.85% | -0.62% | -1.20% | +1.05% | +0.74% | -1.34% | +1.78% | +1.33% | -2.06% | +2.31% | -0.82% | +7.66% |
| 2024 | +2.17% | +2.09% | +3.14% | -3.75% | +2.92% | +1.77% | +3.67% | +4.92% | +0.44% | -1.45% | +5.07% | -5.66% | +15.75% |
| 2023 | +1.53% | -3.50% | +3.45% | +1.48% | -3.22% | +4.45% | +1.39% | -0.64% | -2.82% | -0.87% | +6.41% | +2.77% | +10.34% |
| 2022 | -5.98% | -3.07% | +5.58% | -5.34% | +0.04% | -4.13% | +5.13% | -3.15% | -7.07% | +7.70% | +5.72% | -3.75% | -9.42% |
| 2021 | -2.72% | -0.38% | +5.61% | +3.99% | +0.88% | +1.72% | +3.54% | +1.88% | -4.99% | +5.51% | -2.05% | +6.84% | +20.84% |
| 2020 | +2.35% | -8.74% | -11.31% | +9.37% | +4.32% | -1.11% | +4.57% | +2.73% | -1.65% | -3.25% | +8.09% | +2.31% | +5.64% |
| 2019 | +5.65% | +3.83% | +2.71% | +2.18% | -1.62% | +4.99% | +1.67% | +1.59% | +0.99% | -0.24% | +1.39% | +1.77% | +27.68% |
| 2018 | +3.48% | -4.25% | -0.26% | +0.21% | +1% | +1.70% | +3.29% | +3.06% | +1.25% | -4.05% | +3.23% | -6.68% | +1.35% |
| 2017 | +1.26% | +4.54% | +0.12% | +1.40% | +2% | -0.35% | +2.02% | +0.76% | +0.52% | +1.95% | +3.08% | +0.24% | +18.92% |
Drawdown analysis of USMV (ISHARES MSCI USA MIN VOL FACTOR ETF)
The maximum drawdown for the USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 202 trading sessions.
The current USMV drawdown is -1.83%.
Since Oct 20, 2011 USMV has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.10% | Feb 14, 2020 | 25 | Mar 23, 2020 | 202 | Jan 8, 2021 | 227 |
| -17.92% | Dec 29, 2021 | 198 | Oct 12, 2022 | 306 | Jan 2, 2024 | 504 |
| -12.69% | Sep 21, 2018 | 64 | Dec 24, 2018 | 36 | Feb 15, 2019 | 100 |
| -9.50% | Aug 17, 2015 | 6 | Aug 25, 2015 | 87 | Dec 29, 2015 | 93 |
| -9.36% | Feb 28, 2025 | 27 | Apr 8, 2025 | 28 | May 19, 2025 | 55 |
| -9.17% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -7.30% | Jul 22, 2016 | 74 | Nov 4, 2016 | 67 | Feb 13, 2017 | 141 |
| -7.14% | Dec 29, 2015 | 14 | Jan 20, 2016 | 30 | Mar 3, 2016 | 44 |
| -6.86% | Nov 26, 2024 | 29 | Jan 10, 2025 | 33 | Feb 28, 2025 | 62 |
| -6.64% | May 15, 2013 | 27 | Jun 24, 2013 | 60 | Sep 18, 2013 | 87 |
| -6.46% | Feb 27, 2026 | 20 | Mar 27, 2026 | 66 | Jul 2, 2026 | 86 |
| -6.03% | Sep 2, 2021 | 21 | Oct 4, 2021 | 22 | Nov 3, 2021 | 43 |
| -5.93% | Oct 5, 2012 | 27 | Nov 15, 2012 | 37 | Jan 10, 2013 | 64 |
| -5.38% | Nov 11, 2011 | 9 | Nov 25, 2011 | 7 | Dec 6, 2011 | 16 |
| -5.13% | Dec 31, 2013 | 22 | Feb 3, 2014 | 10 | Feb 18, 2014 | 32 |
| -4.68% | Jan 8, 2021 | 37 | Mar 4, 2021 | 7 | Mar 15, 2021 | 44 |
| -4.56% | May 1, 2012 | 22 | Jun 1, 2012 | 11 | Jun 18, 2012 | 33 |
| -4.38% | Mar 28, 2024 | 12 | Apr 16, 2024 | 22 | May 16, 2024 | 34 |
| -4.02% | Sep 5, 2014 | 29 | Oct 16, 2014 | 6 | Oct 24, 2014 | 35 |
| -4.01% | Jul 29, 2019 | 5 | Aug 5, 2019 | 18 | Aug 29, 2019 | 23 |
| -3.82% | Nov 16, 2021 | 10 | Dec 1, 2021 | 7 | Dec 10, 2021 | 17 |
| -3.60% | Sep 18, 2013 | 14 | Oct 8, 2013 | 7 | Oct 17, 2013 | 21 |
| -3.56% | May 19, 2015 | 28 | Jun 29, 2015 | 12 | Jul 16, 2015 | 40 |
| -3.41% | Dec 3, 2014 | 9 | Dec 16, 2014 | 2 | Dec 18, 2014 | 11 |
| -3.29% | Jan 22, 2015 | 6 | Jan 30, 2015 | 14 | Feb 20, 2015 | 20 |