MTUM Average Annual Return 10 Years

Growth of $10,000.00
With Dividends Reinvested Into MTUM

Also see:
• MTUM stock yearly return 2014
• MTUM stock yearly return 2015
• MTUM stock yearly return 2016
• MTUM stock yearly return 2017
• MTUM stock yearly return 2018
• MTUM stock yearly return 2019
• MTUM stock yearly return 2020
• MTUM stock yearly return 2021
• MTUM stock yearly return 2022
• MTUM stock yearly return 2023
• MTUM YTD return

Compare MTUM average annual return versus benchmarks:

S&P Average Annual Return
Dow Average Annual Return
Nasdaq 100 Average Annual Return
Russell 2000 Average Annual Return
Gold Average Annual Return
10 Year Treasury Average Annual Return

Start date:	12/15/2014
End date:	12/12/2024
Start price/share:	$67.04
End price/share:	$211.79
Starting shares:	149.16
Ending shares:	168.54
Dividends reinvested/share:	$14.19
Total return:	256.94%
MTUM Average Annual Return:	13.57%
Starting investment:	$10,000.00
Ending investment:	$35,697.37

MTUM average annual return is presented with the assumption of reinvestments of any dividends on ex-date.

iShares MSCI USA Momentum Factor is an open-end management investment company. The Fund seeks to track the performance, before fees and expenses, of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, as represented by the MSCI USA Momentum Index (the Index). The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. As of Jul 31 2015, the Fund's total assets were $805,685,830 and the Fund's investment portfolio was valued at $805,459,845. The MTUM average annual return 10 years is shown above.

The Average Annual Return on the MTUM average annual return 10 years page and across the coverage universe of our site, is a measure of the annualized return over the past ten years (or specified start date) for a given investment (up to the end of prior trading session recorded). Arguably, choosing ten years for a measurement period is on the one hand completely arbitrary, but on the other hand provides a sufficiently long window to capture long-term trends.

Thus, researching Average Annual Returns is good practice for investors — whether MTUM average annual return 10 years or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's annualized return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the MTUM average annual return calculation with any dividends reinvested as applicable (on ex-dates).

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Ishares Msci USA Momentum Factor Etf (MTUM) is categorized under the Financials sector; to help you further research average annual return performance across stocks, below are some other companies in the same sector:

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★★★★★ Based on a ranking of our entire coverage universe by highest ten year average annual return, Ishares Msci USA Momentum Factor Etf (MTUM) ranks in the top 25% of all stocks whose returns we have reviewed.

What has the average annual return been for MTUM over the past ten years?

✔️Accepted answer: The ten year MTUM average annual return has been 13.57% with dividends reinvested.

When you say 'with dividends reinvested' what does that mean?

✔️Accepted answer: That means that each time the stock goes ex-dividend, the average annual return calculation then factors in how that dividend amount could have been reinvested into more shares of MTUM at the then-current price — often this is referred to as 'compounding' and is very important when considering average annual return over a long period like a full decade.

What start date was used in your MTUM average annual return calculation?

✔️Accepted answer: The start date was 12/15/2014.

What end date was used in your MTUM average annual return calculation?

✔️Accepted answer: The end date was 12/12/2024.

If I had invested $10,000 into MTUM ten years ago, how much would I have today?

✔️Accepted answer: With dividends reinvested, as of 12/12/2024, you would have $35,697.37.

What does that work out to on a total return basis?

✔️Accepted answer: The MTUM ten year total return ending 12/12/2024 works out to 256.94%.

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