All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2013-07-18💬 to Thu 2026-05-28 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+25.82%
2026-05-28 |
+37.83%
2026-05-28 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| QUAL × |
+8.92%
2026-05-28 |
+23.60%
2026-05-28 |
||||
| iShares MSCI USA Quality Factor ETF Exchange-Traded Fund | ||||||
| VLUE × |
+43.93%
2026-05-28 |
+87.48%
2026-05-28 |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-07-18💬 to Thu 2026-05-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| MTUM × |
+575.85%
+16.02%/yr |
+13.40%/yr
(R2=0.945) |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| QUAL × |
+422.53%
+13.72%/yr |
+12.95%/yr
(R2=0.972) |
||||
| iShares MSCI USA Quality Factor ETF Exchange-Traded Fund | ||||||
| VLUE × |
+391.37%
+13.18%/yr |
+8.94%/yr
(R2=0.910) |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Thu 2013-07-18💬 to Thu 2026-05-28 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| MTUM × |
$10,000.00
2013-07-18 |
$67,585.42
2026-05-28 |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| QUAL × |
$10,000.00
2013-07-18 |
$52,252.97
2026-05-28 |
||||
| iShares MSCI USA Quality Factor ETF Exchange-Traded Fund | ||||||
| VLUE × |
$10,000.00
2013-07-18 |
$49,137.12
2026-05-28 |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Year | MTUM | QUAL | VLUE |
|---|---|---|---|
| 2026 (YTD) | +25.82% | +8.92% | +43.93% |
| 2025 | +22.15% | +12.65% | +32.67% |
| 2024 | +32.89% | +22.29% | +7.25% |
| 2023 | +9.15% | +30.88% | +14.26% |
| 2022 | −18.27% | −20.50% | −14.17% |
| 2021 | +13.36% | +26.94% | +28.93% |
| 2020 | +29.86% | +17.04% | −0.23% |
| 2019 | +27.25% | +33.89% | +27.20% |
| 2018 | −1.67% | −5.70% | −11.13% |
| 2017 | +37.50% | +22.26% | +21.95% |
| 2016 | +5.00% | +9.20% | +15.34% |
| 2015 | +8.91% | +5.45% | −3.49% |
| 2014 | +14.62% | +11.71% | +12.77% |
| 2013 | +19.21% | +13.45% | +22.41% |
| Thu 2013-07-18💬 to Thu 2026-05-28 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| MTUM × | — |
−34.08%
2020-03-23 from 2020-02-19 peak |
||||
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| QUAL × | — |
−34.06%
2020-03-23 from 2020-02-19 peak |
||||
| iShares MSCI USA Quality Factor ETF Exchange-Traded Fund | ||||||
| VLUE × | — |
−39.47%
2020-03-23 from 2020-02-12 peak |
||||
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-05-28 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| MTUM × | +37.83% |
+67.25% +29.35%/yr |
+136.54% +33.16%/yr |
+95.38% +14.34%/yr |
+374.58% +16.85%/yr |
|
| iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund | ||||||
| QUAL × | +23.60% |
+31.96% +14.88%/yr |
+73.92% +20.21%/yr |
+77.83% +12.20%/yr |
+279.28% +14.26%/yr |
|
| iShares MSCI USA Quality Factor ETF Exchange-Traded Fund | ||||||
| VLUE × | +87.48% |
+100.53% +41.64%/yr |
+137.23% +33.29%/yr |
+108.87% +15.87%/yr |
+305.38% +15.02%/yr |
|
| iShares MSCI USA Value Factor ETF Exchange-Traded Fund | ||||||
