All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
MTUM total return snapshot: MTUM returned +38.22% over the past year and +26.28% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +623.64% in nominal total return, or +16.29%/yr, and is currently at its total-return high.
| Thu 2013-04-18💬 to Fri 2026-05-29 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+26.28%
2026-05-29 |
+38.22%
2026-05-29 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Fri 2026-05-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+623.64%
+16.29%/yr |
+13.52%/yr
(R2=0.950) |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Fri 2026-05-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| MTUM × |
$10,000.00
2013-04-18 |
$72,363.61
2026-05-29 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Year | MTUM |
|---|---|
| 2026 (YTD) | +26.28% |
| 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 2026-05-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| MTUM × | — |
−34.08%
2020-03-23 from 2020-02-19 peak |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-29 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| MTUM × | +38.22% |
+69.10% +30.06%/yr |
+137.41% +33.29%/yr |
+96.10% +14.41%/yr |
+376.33% +16.89%/yr |
|
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
