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

Total Real Returns

MTUM: Total Return Chart (with Dividends Reinvested)

×
Tue 2024-12-31 to Fri 2025-05-23 YTD
Return
TR
Price
MTUM
×
+9.37%
2025-05-23
5.131 TR
2025-05-23
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Returns

Tue 2024-12-31 to Fri 2025-05-23 Overall
Return
Exponential
Trendline
MTUM
×
+9.37%
+25.71%/yr
−5.02%/yr
(R2=0.011)
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-12-31 to Fri 2025-05-23 Start
Value
End
Value
MTUM
×
$10,000.00
2024-12-31
$10,937.25
2025-05-23
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Annual Returns

Year MTUM
2025 (YTD) +9.37%
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

Tue 2024-12-31 to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
MTUM
×
−2.37% −20.99%
2025-04-08
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund