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QUAL Ishares MSCI USA Quality Factor ETF

Over the last 13 years (2013-072026-07), $10,000 invested in QUAL with dividends reinvested grew to $52,70213.55% a year — with a worst peak-to-trough fall of -27.78%. Past performance doesn't predict future results.

Growth of $10,000 · 2013-072026-07 · dividends reinvested

CAGR (annualized return)
13.55%
Volatility (annualized)
14.60%
Worst drawdown
-27.78%
Sharpe ratio
0.84

About QUAL

iShares MSCI USA Quality Factor ETF is an exchange-traded fund that seeks to track the MSCI USA Sector Neutral Quality Index. This index comprises U.S. large- and mid-capitalization stocks selected for quality characteristics, including high return on equity, stable earnings growth, and low financial leverage. The fund employs a representative sampling technique to mirror the index's performance, investing across diversified sectors in both growth and value stocks of varying market capitalizations. It provides investors with exposure to financially robust companies exhibiting strong profitability and balance sheet strength, which are key indicators of resilience in equity markets. Managed by BlackRock Fund Advisors under the iShares Trust, the ETF distributes dividends quarterly and maintains a portfolio of approximately 121 holdings. Launched in 2013 and domiciled in the United States, iShares MSCI USA Quality Factor ETF plays a significant role in factor-based investing strategies, emphasizing quality to potentially enhance portfolio stability amid market volatility.

Put QUAL to the test

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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.

QUAL — Ishares MSCI USA Quality Factor ETF: returns, risk & backtest · Informed Portfolio