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Data as of: Jan 15, 2019

MTUM: iShares MSCI USA Momentum Factor ETF

Last Price
Dividend *
Yield *
Dividend Payments *

103.78
$1.27
1.23 %
4

Volatility *
S&P 500 Volatility *
S&P 500 Correlation *

21.4 %
17.0 %
+0.96

Net Assets (Million)
First Data
More info

$8,015
Apr 18, 2013
Issuer Website

* Last Twelve Completed Months

Quarterly / Annual Total ReturnsQuarterly / Annual Dividends

	Q1	Q2	Q3	Q4	Annual
2019	+3.54 %				+3.54 %
2018	+2.97 %	+3.89 %	+8.72 %	-15.44 %	-1.66 %
2017	+9.26 %	+7.84 %	+7.94 %	+8.11 %	+37.50 %
2016	+0.01 %	+4.81 %	+1.65 %	-1.45 %	+5.00 %
2015	+3.61 %	+1.94 %	-4.28 %	+7.74 %	+8.93 %
2014	+0.68 %	+5.17 %	+2.82 %	+5.28 %	+14.62 %

Monthly ReturnsBy YearTotal Return

Monthly Total Returns (including all dividends): Jan-17 - Jan-19

MTUM monthly returns chart

Notes:

Though most ETFs have never paid a capital gains distribution, investors should monitor for non-recurring payments when considering yield.

Volatility is the annualized standard deviation of daily returns