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 +21.29% over the past year and +18.07% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +385.70% in real purchasing-power return, or +12.54%/yr, and is currently āˆ’11.87% below its real total-return high on Jun. 22, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Thu 2013-04-18šŸ’¬ to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
MTUM × 		+385.70%
+12.54%/yr 		+10.42%/yr
R2=0.898
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-04-18šŸ’¬ to Fri 2026-09-04 Start
Value 		End
Value
MTUM × 		$10,000.00
2013-04-18 		$48,569.63
2026-09-04

This Yearā€™s Performance

through 2026-09-04

  YTD YoY
MTUM × 		+18.07% +21.29%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MTUM × 		āˆ’11.87%
on 2026-09-04
from 2026-06-22 peak 		āˆ’36.39%
on 2022-06-17
from 2021-11-03 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
MTUM × 		+21.29% +52.42%
+23.46%/yr 		+94.48%
+24.82%/yr 		+43.98%
+7.56%/yr 		+216.55%
+12.21%/yr

Annual Returns

Year MTUM
2026 (YTD) +18.07%
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%