All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
MTUM total return snapshot: MTUM returned +48.05% over the past year and +35.51% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +676.53% in nominal total return, or +16.84%/yr, and is currently at its total-return high.
Data ending Thu Jun. 18, 2026
| Thu 2013-04-18💬 to Thu 2026-06-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+35.51%
2026-06-18 |
+48.05%
2026-06-18 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Thu 2026-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+676.53%
+16.84%/yr |
+13.57%/yr
(R2=0.950) |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Thu 2026-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| MTUM × |
$10,000.00
2013-04-18 |
$77,653.07
2026-06-18 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Year | MTUM |
|---|---|
| 2026 (YTD) | +35.51% |
| 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 Thu 2026-06-18 |
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 Thu 2026-06-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| MTUM × | +48.05% |
+73.26% +31.63%/yr |
+143.37% +34.51%/yr |
+117.21% +16.78%/yr |
+410.87% +17.71%/yr |
|
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
