All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

MTUM: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

MTUM real return snapshot: after CPI-U inflation, MTUM returned +31.30% over the past year and +22.11% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +402.30% in real purchasing-power return, or +13.07%/yr, and is currently āˆ’4.43% below its real total-return high on Jun. 3, 2026.

Thu 2013-04-18šŸ’¬ to Mon 2026-06-08 YTD
Return 		1 Year
Return
MTUM × 		+22.11%
2026-06-08 		+31.30%
2026-06-08
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Returns

Thu 2013-04-18šŸ’¬ to Mon 2026-06-08 Overall
Return 		Exponential
Trendline
MTUM × 		+402.30%
+13.07%/yr 		+10.26%/yr
(R2=0.893)
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Growth of $10,000

Thu 2013-04-18šŸ’¬ to Mon 2026-06-08 Start
Value 		End
Value
MTUM × 		$10,000.00
2013-04-18 		$50,230.14
2026-06-08
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Annual Returns

Year MTUM
2026 (YTD) +22.11%
2025 +18.97%
2024 +29.16%
2023 +5.61%
2022 āˆ’23.23%
2021 +5.91%
2020 +28.12%
2019 +24.41%
2018 āˆ’3.51%
2017 +34.65%
2016 +2.87%
2015 +8.12%
2014 +13.76%
2013 +18.99%

Drawdowns

Thu 2013-04-18šŸ’¬ to Mon 2026-06-08 Current
Drawdown 		Worst
Drawdown
MTUM × 		āˆ’4.43%
from 2026-06-03 peak 		āˆ’36.39%
2022-06-17
from 2021-11-03 peak
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-08 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
MTUM × 		+31.30% +59.09%
+26.13%/yr 		+113.31%
+28.73%/yr 		+56.71%
+9.40%/yr 		+237.49%
+12.93%/yr
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund