All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

MTUM: Total Return Chart (with Dividends Reinvested)

×
Fri 2023-12-29 to Tue 2025-05-20 YTD
Return
TR
Price
MTUM
×
+11.60%
2025-05-20
5.236 TR
2025-05-20
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Returns

Fri 2023-12-29 to Tue 2025-05-20 Overall
Return
Exponential
Trendline
MTUM
×
+48.30%
+32.76%/yr
+20.54%/yr
(R2=0.708)
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Growth of $10,000

Fri 2023-12-29 to Tue 2025-05-20 Start
Value
End
Value
MTUM
×
$10,000.00
2023-12-29
$14,830.35
2025-05-20
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Annual Returns

Year MTUM
2025 (YTD) +11.60%
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%

Drawdowns

Fri 2023-12-29 to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
MTUM
×
−0.38% −20.99%
2025-04-08
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund