MTUM
iShares MSCI USA Momentum Factor ETF
$69.36+0.10 (+0.14%)Close Nov 12, 2026
Apr 18, 2013 – Nov 12, 2026, Dividends reinvested
- Final balance
- $63,770
- CAGR
- +14.63%
- Max drawdown
- −34.08%
- Sharpe ratio
- 0.77
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Growth of $10,000
Trailing returns (%)
MTUM's average annual return was 15.33% over the last 10 years, through Nov 12, 2026. $10,000 in MTUM on Nov 11, 2016 grew to $41,623 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −11.95%
- 3M
- −11.67%
- 6M
- −8.22%
- YTD
- +11.28%
- 1Y
- +11.02%
Per year
- 3Y
- +24.55%
- 5Y
- +9.13%
- 10Y
- +15.33%
- Since 2013
- +14.63%
Annual returns
2013 from Apr 18 · 2026 through Nov 12
MTUM returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +11.28% |
| 2025 | +22.15% |
| 2024 | +32.89% |
| 2023 | +9.15% |
| 2022 | −18.27% |
| 2021 | +13.36% |
| 2020 | +29.86% |
| 2019 | +27.25% |
| 2018 | −1.67% |
| 2017 | +37.50% |
| 2016 | +5.00% |
| 2015 | +8.91% |
| 2014 | +14.62% |
| 2013 from Apr 18 | +19.21% |
Metrics
Since 2013| Volatility | 20.42% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.43 |
| Best year, 2017 | +37.50% |
| Worst year, 2022 | −18.27% |
| Positive years | 10 of 12 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2013| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.1% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −32.3% | Nov 2021 | Jun 2022 | Mar 2024 | 2.3 years |
| −27.3% | Jun 2026 | Nov 2026 | Not yet | 5 months so far |
| −22.1% | Oct 2018 | Dec 2018 | Jun 2019 | 9 months |
| −21.0% | Feb 2025 | Apr 2025 | May 2025 | 3 months |