Level Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00

Basic Info

The MSCI USA Value Index captures large and mid cap US securities exhibiting overall value style characteristics. The value investment style characteristics for index construction are defined using three variables: book value to price, 12-month forward earnings to price and dividend yield.
Core Index Name MSCI USA Value
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Net Total Return MSCI USA Value Net Total Return
Price Return MSCI USA Value

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
3.63%
5.54%
9.88%
13.91%
13.61%
11.19%
11.67%
10.76%
As of January 19, 2026. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
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Annual Performance

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
25.73%
0.95%
27.17%
-6.24%
9.24%
14.34%
13.71%
3.31%
As of January 20, 2026.

Basic Info

The MSCI USA Value Index captures large and mid cap US securities exhibiting overall value style characteristics. The value investment style characteristics for index construction are defined using three variables: book value to price, 12-month forward earnings to price and dividend yield.
Core Index Name MSCI USA Value
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Net Total Return MSCI USA Value Net Total Return
Price Return MSCI USA Value