MTUM ETF

Returns Overview

1 Month
-12.69%
3 Months
+5.57%
6 Months
+17.32%
YTD
+19.97%
1 Year
+25.05%
3 Years (annualized)
+27.87%
5 Years (annualized)
+12.61%
10 Years (annualized)
+15.67%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MTUM have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Momentum SR Variant Index(^MSUMSRV)
This ETF (YTD)
+19.97%
Peer Avg (YTD)
+6.23%
vs Peers
+13.74%

MTUM ETF Performance

MTUM performance across multiple time periods: 1-month -12.69%, YTD 19.97%, 1-year 25.05%, 3-year 27.87%, 5-year 12.61%, 10-year 15.67%.

MTUM returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

MTUM vs another fund shows side-by-side returns. MTUM alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-12.69%N/A
3 Months+5.57%N/A
6 Months+17.32%N/A
1 Year+25.05%N/A
3 Years+27.87%N/A
5 Years+12.61%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized