All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
MTUM total return snapshot: MTUM returned +40.78% over the past year and +29.72% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +643.32% in nominal total return, or +16.48%/yr, and is currently −1.55% below its total-return high on Jun. 3, 2026.
Data ending Fri Jun. 12, 2026
| Thu 2013-04-18💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+29.72%
2026-06-12 |
+40.78%
2026-06-12 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+643.32%
+16.48%/yr |
+13.55%/yr
(R2=0.950) |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| MTUM × |
$10,000.00
2013-04-18 |
$74,331.90
2026-06-12 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Year | MTUM |
|---|---|
| 2026 (YTD) | +29.72% |
| 2025 | +22.15% |
| 2024 | +32.89% |
| 2023 | +9.15% |
| 2022 | −18.27% |
| 2021 | +13.36% |
| 2020 | +29.86% |
| 2019 | +27.25% |
| 2018 | −1.67% |
| 2017 | +37.50% |
| 2016 | +5.00% |
| 2015 | +8.91% |
| 2014 | +14.62% |
| 2013 | +19.21% |
| Thu 2013-04-18💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| MTUM × |
−1.55%
from 2026-06-03 peak |
−34.08%
2020-03-23 from 2020-02-19 peak |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| MTUM × | +40.78% |
+70.97% +30.75%/yr |
+137.71% +33.46%/yr |
+100.76% +14.96%/yr |
+384.22% +17.09%/yr |
|
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
