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)

×
Tue 2024-12-31 to Tue 2025-05-20 YTD
Return
TRR
Price
MTUM
×
+9.66%
2025-05-20
3.792 TRR
2025-05-20
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Returns

Tue 2024-12-31 to Tue 2025-05-20 Overall
Return
Exponential
Trendline
MTUM
×
+9.66%
+27.20%/yr
−12.48%/yr
(R2=0.067)
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-12-31 to Tue 2025-05-20 Start
Value
End
Value
MTUM
×
$10,000.00
2024-12-31
$10,966.01
2025-05-20
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund

Annual Returns

Year MTUM
2025 (YTD) +9.66%
2024 +29.16%
2023 +5.61%
2022 −23.23%
2021 +5.91%
2020 +28.12%
2019 +24.41%
2018 −3.52%
2017 +34.65%
2016 +2.87%
2015 +8.12%
2014 +13.77%
2013 +19.00%

Drawdowns

Tue 2024-12-31 to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
MTUM
×
−0.38% −21.36%
2025-04-08
iShares MSCI USA Momentum Factor ETF Exchange-Traded Fund