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 +16.21% over the past year and +17.45% YTD, with dividends reinvested. Since Apr. 18, 2013, MTUM is up +383.14% in real purchasing-power return, or +12.39%/yr, and is currently āˆ’12.33% below its real total-return high on Jun. 22, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Thu 2013-04-18šŸ’¬ to Wed 2026-10-14 Overall
Return 		Exponential
Trendline
MTUM × 		+383.14%
+12.39%/yr 		+10.48%/yr
R2=0.900
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-04-18šŸ’¬ to Wed 2026-10-14 Start
Value 		End
Value
MTUM × 		$10,000.00
2013-04-18 		$48,314.00
2026-10-14

This Yearā€™s Performance

through 2026-10-14

  YTD YoY
MTUM × 		+17.45% +16.21%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
MTUM × 		āˆ’12.33%
on 2026-10-14
from 2026-06-22 peak 		āˆ’36.39%
on 2022-06-17
from 2021-11-03 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
MTUM × 		+16.21% +38.78%
+17.80%/yr 		+102.18%
+26.45%/yr 		+44.81%
+7.69%/yr 		+222.33%
+12.42%/yr

Annual Returns

Year MTUM
2026 (YTD) +17.45%
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%