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 +14.59% over the past year and +16.15% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +377.81% in real purchasing-power return, or +12.29%/yr, and is currently −13.30% below its real total-return high on Jun. 22, 2026.

Data ending Thu Oct. 15, 2026

Growth of $10,000

Thu 2013-04-18💬 to Thu 2026-10-15 Overall
Return 		Exponential
Trendline
MTUM × 		+377.81%
+12.29%/yr 		+10.48%/yr
R2=0.900
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-04-18💬 to Thu 2026-10-15 Start
Value 		End
Value
MTUM × 		$10,000.00
2013-04-18 		$47,780.75
2026-10-15

This Year’s Performance

through 2026-10-15

  YTD YoY
MTUM × 		+16.15% +14.59%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MTUM × 		−13.30%
on 2026-10-15
from 2026-06-22 peak 		−36.39%
on 2022-06-17
from 2021-11-03 peak

Rolling Returns

Period ending Thu 2026-10-15 1 yr 2 yr 3 yr 5 yr 10 yr
MTUM × 		+14.59% +38.66%
+17.76%/yr 		+99.95%
+25.98%/yr 		+41.64%
+7.21%/yr 		+218.77%
+12.29%/yr

Annual Returns

Year MTUM
2026 (YTD) +16.15%
2025 +18.97%
2024 +29.16%
2023 +5.61%
2022 −23.23%
2021 +5.91%
2020 +28.12%
2019 +24.41%
2018 −3.51%
2017 +34.65%
2016 +2.87%
2015 +8.12%
2014 +13.76%
2013 +18.99%