All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
MTUM total return snapshot: MTUM returned +35.98% over the past year and +28.58% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +636.80% in nominal total return, or +16.30%/yr, and is currently −6.96% below its total-return high on Jun. 22, 2026.
Data ending Thu Jul. 9, 2026
| Thu 2013-04-18💬 to Thu 2026-07-09 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+28.58%
2026-07-09 |
+35.98%
2026-07-09 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Thu 2026-07-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+636.80%
+16.30%/yr |
+13.62%/yr
(R2=0.950) |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Thu 2026-07-09 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| MTUM × |
$10,000.00
2013-04-18 |
$73,680.03
2026-07-09 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Year | MTUM |
|---|---|
| 2026 (YTD) | +28.58% |
| 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 2026-07-09 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| MTUM × |
−6.96%
from 2026-06-22 peak |
−34.08%
2020-03-23 from 2020-02-19 peak |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-09 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| MTUM × | +35.98% |
+63.44% +27.84%/yr |
+132.84% +32.54%/yr |
+96.68% +14.49%/yr |
+364.45% +16.60%/yr |
|
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
