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QUAL · iShares MSCI USA Quality Factor ETF

Over the last 13 years (2013-08 to 2026-10), $10,000 invested in QUAL with dividends reinvested grew to $54,378, 13.63% a year, with a worst peak-to-trough fall of -27.78%. Past performance doesn't predict future results.

Growth of $10,000 · 2013-08 to 2026-10 · dividends reinvested

CAGR (annualized return)
13.63%
Volatility (annualized)
14.50%
Worst drawdown
-27.78%
Sharpe ratio
0.83

How QUAL held up in past market crashes

QUAL has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 34.1% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 5 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of QUAL in each market crash, next to the S&P 500
CrashQUAL deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-21.2%-20.2%Sep 2018 to Dec 20184 months
2020 COVID crash-34.1%-34.1%Feb 2020 to Mar 20205 months
2022 bear market-28.4%-25.4%Jan 2022 to Sep 202214 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About QUAL

iShares MSCI USA Quality Factor ETF is an exchange-traded fund designed to provide exposure to U.S. large- and mid-cap stocks with quality characteristics. The fund seeks to track the MSCI USA Sector Neutral Quality Index, which selects companies based on fundamental measures such as return on equity, earnings stability, and financial leverage.

Fund description from our market-data provider.

Put QUAL to the test

Every tool below opens prefilled with QUAL: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.