All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MTUM: Total Return Chart (with Dividends Reinvested)

MTUM total return snapshot: MTUM returned +24.67% over the past year and +19.60% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +585.35% in nominal total return, or +15.59%/yr, and is currently −13.46% below its total-return high on Jun. 22, 2026.

Data ending Thu Jul. 30, 2026

Growth of $10,000

Thu 2013-04-18💬 to Thu 2026-07-30 Overall
Return 		Exponential
Trendline
MTUM × 		+585.35%
+15.59%/yr 		+13.66%/yr
R2=0.950
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-04-18💬 to Thu 2026-07-30 Start
Value 		End
Value
MTUM × 		$10,000.00
2013-04-18 		$68,534.82
2026-07-30

This Year’s Performance

through 2026-07-30

  YTD YoY
MTUM × 		+19.60% +24.67%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MTUM × 		−13.46%
on 2026-07-30
from 2026-06-22 peak 		−34.08%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Thu 2026-07-30 1 yr 2 yr 3 yr 5 yr 10 yr
MTUM × 		+24.67% +64.36%
+28.20%/yr 		+109.01%
+27.86%/yr 		+80.67%
+12.56%/yr 		+327.89%
+15.65%/yr

Annual Returns

Year MTUM
2026 (YTD) +19.60%
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%