iShares Edge MSCI Min Vol USA (USMV): Historical Returns

Data Source: from January 1985 to February 2024 (~39 years)
Consolidated Returns as of 29 February 2024
Live Update: Mar 28 2024
Category: Stocks
iShares Edge MSCI Min Vol USA (USMV) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.24%
1 Day
Mar 28 2024
3.14%
Current Month
March 2024

In the last 30 Years, the iShares Edge MSCI Min Vol USA (USMV) ETF obtained a 9.77% compound annual return, with a 13.71% standard deviation.

Table of contents
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The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

The iShares Edge MSCI Min Vol USA (USMV) ETF is part of the following Lazy Portfolios:

Portfolio Name Author USMV Weight Currency
US Stocks Minimum Volatility 100.00% USD
Aim comfortable trip Aim Ways 6.00% USD
Gold Pivot Ptf Aim Ways 6.00% USD
Shield Strategy Aim Ways 5.00% USD

Investment Returns as of Feb 29, 2024

The iShares Edge MSCI Min Vol USA (USMV) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES EDGE MSCI MIN VOL USA (USMV) ETF
Consolidated returns as of 29 February 2024
Live Update: Mar 28 2024
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Feb 29, 2024
  1 Day Time ET(*) Mar 2024 1M 6M 1Y 5Y 10Y 30Y MAX
(~39Y)
iShares Edge MSCI Min Vol USA (USMV) ETF 0.24 3.14 2.09 9.89 17.47 9.15 10.62 9.77 11.14
US Inflation Adjusted return 1.65 8.17 13.87 4.76 7.59 7.05 8.12
Returns over 1 year are annualized | Available data source: since Jan 1985
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2024. Current inflation (annualized) is 1Y: 3.17% , 5Y: 4.19% , 10Y: 2.82% , 30Y: 2.54%

In 2023, the iShares Edge MSCI Min Vol USA (USMV) ETF granted a 1.98% dividend yield. If you are interested in getting periodic income, please refer to the iShares Edge MSCI Min Vol USA (USMV) ETF: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 1994, now would be worth 16.37$, with a total return of 1536.95% (9.77% annualized).

The Inflation Adjusted Capital now would be 7.72$, with a net total return of 672.02% (7.05% annualized).
An investment of 1$, since January 1985, now would be worth 62.63$, with a total return of 6163.30% (11.14% annualized).

The Inflation Adjusted Capital now would be 21.24$, with a net total return of 2024.32% (8.12% annualized).

Investment Metrics as of Feb 29, 2024

Metrics of iShares Edge MSCI Min Vol USA (USMV) ETF, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES EDGE MSCI MIN VOL USA (USMV) ETF
Advanced Metrics
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
Swipe left to see all data
Metrics as of Feb 29, 2024
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~39Y)
Investment Return (%) 2.09 7.20 9.89 17.47 9.14 9.15 10.62 9.46 9.77 11.14
Infl. Adjusted Return (%) details 1.65 6.16 8.17 13.87 3.28 4.76 7.59 6.71 7.05 8.12
US Inflation (%) 0.44 0.98 1.59 3.17 5.68 4.19 2.82 2.59 2.54 2.80
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Deepest Drawdown Depth (%) -4.29 -17.35 -19.06 -19.06 -43.27 -43.27 -43.27
Start to Recovery (# months) details 4 25 10 10 40 40 40
Start (yyyy mm) 2023 08 2022 01 2020 02 2020 02 2007 11 2007 11 2007 11
Start to Bottom (# months) 3 9 2 2 16 16 16
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2020 03 2009 02 2009 02 2009 02
Bottom to End (# months) 1 16 8 8 24 24 24
End (yyyy mm) 2023 11 2024 01 2020 11 2020 11 2011 02 2011 02 2011 02
Longest Drawdown Depth (%)
same as
deepest

same as
deepest
-17.35 -17.35
same as
deepest
-35.36 -35.36
Start to Recovery (# months) details 25 25 59 59
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 11 2000 09 2000 09
Start to Bottom (# months) 3 9 9 9 16 25 25
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2022 09 2009 02 2002 09 2002 09
Bottom to End (# months) 1 16 16 16 24 34 34
End (yyyy mm) 2023 11 2024 01 2024 01 2024 01 2011 02 2005 07 2005 07
Longest negative period (# months) details 7 27 27 27 62 131 131
Period Start (yyyy mm) 2023 04 2021 08 2021 08 2021 08 2004 03 1998 04 1998 04
Period End (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2009 04 2009 02 2009 02
Annualized Return (%) -0.77 -1.04 -1.04 -1.04 -0.28 -0.16 -0.16
Deepest Drawdown Depth (%) -5.19 -21.68 -21.68 -21.68 -44.21 -44.21 -44.21
Start to Recovery (# months) details 4 26* 26* 26* 42 42 42
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 11 2007 11 2007 11
Start to Bottom (# months) 3 9 9 9 16 16 16
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2022 09 2009 02 2009 02 2009 02
Bottom to End (# months) 1 17 17 17 26 26 26
End (yyyy mm) 2023 11 - - - 2011 04 2011 04 2011 04
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest
-38.25 -38.25
Start to Recovery (# months) details 75 75
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 11 2000 09 2000 09
Start to Bottom (# months) 3 9 9 9 16 25 25
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2022 09 2009 02 2002 09 2002 09
Bottom to End (# months) 1 17 17 17 26 50 50
End (yyyy mm) 2023 11 - - - 2011 04 2006 11 2006 11
Longest negative period (# months) details 7 33 47 47 78 146 146
Period Start (yyyy mm) 2023 04 2021 05 2019 12 2019 12 2004 03 1998 05 1998 05
Period End (yyyy mm) 2023 10 2024 01 2023 10 2023 10 2010 08 2010 06 2010 06
Annualized Return (%) -3.95 -0.05 -0.11 -0.11 -0.01 -0.05 -0.05
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y 20Y 30Y MAX
Standard Deviation (%) 9.49 14.04 14.58 12.06 12.89 13.71 14.21
Sharpe Ratio 1.29 0.48 0.50 0.78 0.63 0.55 0.50
Sortino Ratio 1.77 0.66 0.67 1.04 0.83 0.72 0.66
Ulcer Index 1.78 7.04 6.58 4.91 9.14 10.61 10.05
Ratio: Return / Standard Deviation 1.84 0.65 0.63 0.88 0.73 0.71 0.78
Ratio: Return / Deepest Drawdown 4.08 0.53 0.48 0.56 0.22 0.23 0.26
% Positive Months details 66% 61% 61% 65% 64% 63% 64%
Positive Months 8 22 37 78 155 230 301
Negative Months 4 14 23 42 85 130 169
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Best 10 Years Return (%) - Annualized 10.62 16.75 16.75 17.78
Worst 10 Years Return (%) - Annualized 8.16 -0.89 -0.89
Best 10 Years Return (%) - Annualized 7.59 14.73 14.73 14.73
Worst 10 Years Return (%) - Annualized 5.83 -3.39 -3.39
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized 46.09 27.65 22.38 16.75 10.29 9.77
Worst Rolling Return (%) - Annualized -35.94 -11.41 -3.50 -0.89 6.58
% Positive Periods 83% 84% 97% 98% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 78.01 25.76 15.80 8.36 5.45 8.36
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 3.25 7.28
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 42.99 24.75 19.59 14.73 7.66 7.05
Worst Rolling Return (%) - Annualized -35.94 -13.29 -5.98 -3.39 4.40
% Positive Periods 79% 80% 81% 90% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 78.01 25.76 15.80 8.36 5.45 8.36
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 3.25 7.28
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1985 - Feb 2024)
Best Rolling Return (%) - Annualized 46.09 27.65 22.38 17.78 12.88 11.50
Worst Rolling Return (%) - Annualized -35.94 -11.41 -3.50 -0.89 6.58 9.32
% Positive Periods 83% 88% 98% 99% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 78.01 25.76 15.80 8.36 5.45 7.04
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 3.25 6.10
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 42.99 24.75 19.59 14.73 9.56 8.55
Worst Rolling Return (%) - Annualized -35.94 -13.29 -5.98 -3.39 4.40 6.63
% Positive Periods 79% 85% 86% 93% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 78.01 25.76 15.80 8.36 5.45 7.04
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 3.25 6.10
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Feb 29, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of iShares Edge MSCI Min Vol USA (USMV) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES EDGE MSCI MIN VOL USA (USMV) ETF
Monthly correlations as of 29 February 2024
Swipe left to see all data
Correlation vs USMV
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
VTI
US Total Stock Market
0.87
0.91
0.90
0.94
0.94
SPY
US Large Cap
0.90
0.93
0.91
0.96
0.96
IJR
US Small Cap
0.61
0.75
0.73
0.76
0.76
VNQ
US REITs
0.78
0.86
0.82
0.63
0.62
QQQ
US Technology
0.64
0.79
0.78
0.78
0.78
PFF
Preferred Stocks
0.69
0.77
0.72
0.45
0.45
EFA
EAFE Stocks
0.92
0.84
0.79
0.79
0.76
VT
World All Countries
0.89
0.89
0.87
0.90
0.89
EEM
Emerging Markets
0.73
0.61
0.59
0.70
0.67
VGK
Europe
0.91
0.84
0.79
0.80
0.79
VPL
Pacific
0.83
0.76
0.73
0.67
0.62
FLLA
Latin America
0.72
0.66
0.53
0.62
0.62
BND
US Total Bond Market
0.76
0.51
0.44
0.20
0.20
TLT
Long Term Treasuries
0.79
0.22
0.19
-0.03
-0.02
BIL
US Cash
0.37
-0.05
-0.04
-0.01
-0.01
TIP
TIPS
0.78
0.61
0.53
0.23
0.24
LQD
Invest. Grade Bonds
0.81
0.66
0.60
0.34
0.34
HYG
High Yield Bonds
0.89
0.80
0.76
0.65
0.64
CWB
US Convertible Bonds
0.66
0.73
0.73
0.78
0.77
BNDX
International Bonds
0.64
0.55
0.49
0.17
0.17
EMB
Emerg. Market Bonds
0.85
0.77
0.69
0.58
0.58
GLD
Gold
0.30
0.32
0.19
0.06
0.06
DBC
Commodities
0.17
0.43
0.33
0.28
0.28

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

ISHARES EDGE MSCI MIN VOL USA (USMV) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
Inflation Adjusted:
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Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ISHARES EDGE MSCI MIN VOL USA (USMV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
Inflation Adjusted:
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -35.94 03/2008
02/2009
0.64$ -2.41 0.97$ 12.44 1.12$ 21.53 1.21$ 46.09 08/1996
07/1997
1.46$ 17.47 16.91%
2Y -20.82 03/2007
02/2009
0.62$ -0.58 0.98$ 11.76 1.24$ 18.77 1.41$ 34.50 03/2009
02/2011
1.80$ 6.95 15.73%
3Y -11.41 03/2006
02/2009
0.69$ -0.75 0.97$ 11.80 1.39$ 17.27 1.61$ 27.65 04/1995
03/1998
2.08$ 9.14 15.69%
5Y -3.50 03/2004
02/2009
0.83$ 2.05 1.10$ 9.82 1.59$ 15.23 2.03$ 22.38 07/1994
06/1999
2.74$ 9.15 2.66%
7Y -1.54 03/2002
02/2009
0.89$ 4.45 1.35$ 7.58 1.66$ 13.77 2.46$ 18.12 03/2009
02/2016
3.20$ 9.89 0.72%
10Y -0.89 03/1999
02/2009
0.91$ 4.70 1.58$ 8.96 2.35$ 12.52 3.25$ 16.75 03/2009
02/2019
4.70$ 10.62 1.24%
15Y 5.48 02/1999
01/2014
2.22$ 6.20 2.46$ 8.05 3.19$ 10.12 4.24$ 14.16 03/2009
02/2024
7.28$ 14.16 0.00%
20Y 6.58 04/2000
03/2020
3.57$ 7.57 4.30$ 8.74 5.34$ 9.72 6.39$ 10.29 04/2003
03/2023
7.09$ 9.46 0.00%
30Y 9.77 03/1994
02/2024
16.36$ 9.77 16.36$ 9.77 16.36$ 9.77 16.36$ 9.77 03/1994
02/2024
16.36$ 9.77 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -35.94 03/2008
02/2009
0.64$ -6.14 0.93$ 9.34 1.09$ 18.93 1.18$ 42.99 08/1996
07/1997
1.42$ 13.87 20.34%
2Y -22.41 03/2007
02/2009
0.60$ -3.67 0.92$ 9.31 1.19$ 16.66 1.36$ 31.68 03/2009
02/2011
1.73$ 2.29 21.96%
3Y -13.29 03/2006
02/2009
0.65$ -3.22 0.90$ 9.15 1.30$ 15.22 1.52$ 24.75 04/1995
03/1998
1.94$ 3.28 19.38%
5Y -5.98 03/2004
02/2009
0.73$ -0.43 0.97$ 6.92 1.39$ 13.29 1.86$ 19.59 07/1994
06/1999
2.44$ 4.76 18.60%
7Y -4.01 03/2002
02/2009
0.75$ 1.73 1.12$ 5.39 1.44$ 11.75 2.17$ 16.28 03/2009
02/2016
2.87$ 6.14 2.53%
10Y -3.39 03/1999
02/2009
0.70$ 2.10 1.23$ 6.73 1.91$ 10.58 2.73$ 14.73 03/2009
02/2019
3.95$ 7.59 9.96%
15Y 2.96 03/1994
02/2009
1.54$ 3.78 1.74$ 5.69 2.29$ 7.90 3.12$ 11.30 03/2009
02/2024
4.98$ 11.30 0.00%
20Y 4.40 04/2000
03/2020
2.36$ 5.32 2.81$ 6.45 3.48$ 7.14 3.97$ 7.66 12/1994
11/2014
4.37$ 6.71 0.00%
30Y 7.05 03/1994
02/2024
7.72$ 7.05 7.72$ 7.05 7.72$ 7.05 7.72$ 7.05 03/1994
02/2024
7.72$ 7.05 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -35.94 03/2008
02/2009
0.64$ -2.13 0.97$ 12.75 1.12$ 24.09 1.24$ 46.09 08/1996
07/1997
1.46$ 17.47 16.34%
2Y -20.82 03/2007
02/2009
0.62$ 2.17 1.04$ 11.94 1.25$ 19.53 1.42$ 36.04 10/1985
09/1987
1.85$ 6.95 11.86%
3Y -11.41 03/2006
02/2009
0.69$ 2.79 1.08$ 12.31 1.41$ 17.22 1.61$ 27.65 04/1995
03/1998
2.08$ 9.14 11.72%
5Y -3.50 03/2004
02/2009
0.83$ 2.69 1.14$ 12.04 1.76$ 16.55 2.15$ 22.38 07/1994
06/1999
2.74$ 9.15 1.95%
7Y -1.54 03/2002
02/2009
0.89$ 5.05 1.41$ 10.83 2.05$ 15.72 2.77$ 18.79 10/1990
09/1997
3.33$ 9.89 0.52%
10Y -0.89 03/1999
02/2009
0.91$ 6.36 1.85$ 10.13 2.62$ 14.67 3.93$ 17.78 04/1988
03/1998
5.13$ 10.62 0.85%
15Y 5.48 02/1999
01/2014
2.22$ 6.57 2.59$ 9.78 4.05$ 11.35 5.01$ 16.83 01/1985
12/1999
10.31$ 14.16 0.00%
20Y 6.58 04/2000
03/2020
3.57$ 8.02 4.67$ 9.03 5.63$ 10.77 7.73$ 12.88 01/1985
12/2004
11.28$ 9.46 0.00%
30Y 9.32 11/1993
10/2023
14.48$ 9.70 16.05$ 10.28 18.84$ 10.77 21.50$ 11.50 01/1985
12/2014
26.22$ 9.77 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -35.94 03/2008
02/2009
0.64$ -5.97 0.94$ 9.36 1.09$ 20.97 1.20$ 42.99 08/1996
07/1997
1.42$ 13.87 20.04%
2Y -22.41 03/2007
02/2009
0.60$ -1.27 0.97$ 9.13 1.19$ 16.36 1.35$ 32.07 10/1985
09/1987
1.74$ 2.29 17.23%
3Y -13.29 03/2006
02/2009
0.65$ -0.27 0.99$ 9.56 1.31$ 14.17 1.48$ 24.75 04/1995
03/1998
1.94$ 3.28 14.94%
5Y -5.98 03/2004
02/2009
0.73$ 0.18 1.00$ 8.97 1.53$ 13.49 1.88$ 19.59 07/1994
06/1999
2.44$ 4.76 13.63%
7Y -4.01 03/2002
02/2009
0.75$ 2.43 1.18$ 8.35 1.75$ 12.87 2.33$ 16.28 03/2009
02/2016
2.87$ 6.14 1.81%
10Y -3.39 03/1999
02/2009
0.70$ 3.61 1.42$ 7.56 2.07$ 11.79 3.04$ 14.73 03/2009
02/2019
3.95$ 7.59 6.84%
15Y 2.96 03/1994
02/2009
1.54$ 4.15 1.84$ 7.32 2.88$ 8.36 3.33$ 13.23 01/1985
12/1999
6.44$ 11.30 0.00%
20Y 4.40 04/2000
03/2020
2.36$ 5.41 2.86$ 6.48 3.51$ 7.50 4.25$ 9.56 01/1985
12/2004
6.21$ 6.71 0.00%
30Y 6.63 11/1993
10/2023
6.85$ 7.02 7.66$ 7.64 9.10$ 8.06 10.23$ 8.55 01/1985
12/2014
11.71$ 7.05 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Edge MSCI Min Vol USA (USMV) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in iShares Edge MSCI Min Vol USA (USMV) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
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Monthly Returns

This section provides a visual/tabular representation of the performance variability in the iShares Edge MSCI Min Vol USA (USMV) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ISHARES EDGE MSCI MIN VOL USA (USMV) ETF
Monthly Returns Distribution
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
230 Positive Months (64%) - 130 Negative Months (36%)
301 Positive Months (64%) - 169 Negative Months (36%)
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Investment Returns, up to December 2011, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.

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