MTUM ETF

$313.98

Returns Overview

1 Month
-4.79%
3 Months
+13.81%
6 Months
+23.00%
YTD
+24.35%
1 Year
+42.69%
3 Years (annualized)
+34.14%
5 Years (annualized)
+15.72%
10 Years (annualized)
+17.46%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

-4.79%

3 Months Performance

+13.81%

6 Months Performance

+23.00%

1 Year Performance

+42.69%

Benchmark & Peers

Benchmark
MSCI USA Momentum SR Variant Index(^MSUMSRV)
This ETF (YTD)
+24.35%
Peer Avg (YTD)
+8.97%
vs Peers
+15.38%

MTUM ETF Performance

MTUM performance across multiple time periods: 1-month -4.79%, YTD 24.35%, 1-year 42.69%, 3-year 34.14%, 5-year 15.72%, 10-year 17.46%.

MTUM returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.79%Jun 23, 2026 to Jul 23, 2026
3 Months+13.81%Apr 23, 2026 to Jul 23, 2026
6 Months+23.00%Jan 23, 2026 to Jul 23, 2026

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