All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
MTUM total return snapshot: MTUM returned +24.76% over the past year and +26.59% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +625.39% in nominal total return, or +15.88%/yr, and is currently −8.40% below its total-return high on Jun. 22, 2026.
Data ending Mon Sep. 28, 2026
| Thu 2013-04-18💬 to Mon 2026-09-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+625.39%
+15.88%/yr |
+13.76%/yr
R2=0.952 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-04-18💬 to Mon 2026-09-28 |
Start
Value |
End
Value |
|---|---|---|
| MTUM × |
$10,000.00
2013-04-18 |
$72,539.09
2026-09-28 |
| YTD | YoY | |
|---|---|---|
| MTUM × | +26.59% | +24.76% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| MTUM × |
−8.40%
on 2026-09-28 from 2026-06-22 peak |
−34.08%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Mon 2026-09-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| MTUM × | +24.76% |
+58.99% +26.09%/yr |
+130.23% +32.05%/yr |
+86.77% +13.31%/yr |
+355.25% +16.37%/yr |
| Year | MTUM |
|---|---|
| 2026 (YTD) | +26.59% |
| 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% |
