Seasonal Evaluation for iShares MSCI USA Quality Factor ETF (QUAL)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 75.00% | 83.33% | 66.67% | 84.62% |
| Median Return | 2.34% | 3.76% | 2.74% | 7.95% |
| Average Return | 2.22% | 4.42% | 4.31% | 7.41% |
| Maximum Gain | 15.82% | 18.80% | 8.73% | 12.42% |
| Gain Year | 2019 | 2020 | 2018 | 2020 |
| Maximum Loss | -19.34% | -16.72% | -6.51% | -14.61% |
| Loss Year | 2020 | 2022 | 2022 | 2018 |
| Based on the past 12 years (2014-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 80.00% | 75.00% | 79.17% | 76.00% |
| Median Return | 5.27% | 3.23% | 3.20% | 4.81% |
| Average Return | 4.31% | 4.37% | 3.19% | 5.90% |
| Maximum Gain | 15.82% | 18.80% | 18.80% | 12.42% |
| Gain Year | 2019 | 2020 | 2020 | 2020 |
| Maximum Loss | -19.34% | -16.72% | -19.34% | -14.61% |
| Loss Year | 2020 | 2022 | 2020 | 2018 |
| Based on the past 12 years (2014-2025) | ||||