Growth of $10,000 in MTUM
iShares MSCI USA Momentum Factor ETF · iShares
A $10,000 investment compounding at MTUM’s trailing 10-year annualized total return of 16.1% would reach $196,631 in 20 years. The table shows every combination of averaging period and horizon; returns include dividends and are net of the fund's 0.15% expense ratio. Past performance does not predict future results.
Projection table
| Horizon | At 3-year avg (29.4%) | At 5-year avg (12.8%) | At 10-year avg (16.1%) |
|---|---|---|---|
| 5 years | $36,350 | $18,221 | $21,058 |
| 10 years | $132,136 | $33,202 | $44,343 |
| 15 years | $480,320 | $60,499 | $93,377 |
| 20 years | $1,745,987 | $110,238 | $196,631 |
| 25 years | $6,346,750 | $200,869 | $414,061 |
| 30 years | $23,070,746 | $366,013 | $871,921 |
Annualized total returns as of Aug 7, 2026, dividends reinvested. A constant rate is an illustration of compounding — real markets are far bumpier.
Want a different amount, horizon or a side-by-side fund comparison? Open MTUM in the interactive calculator →
Frequently Asked Questions
What would $10,000 in MTUM be worth in 10 years?
Compounding at its trailing 10-year annualized return of 16.1%, $10,000 in MTUM would grow to about $44,343 in 10 years and $196,631 in 20 years. Real returns arrive unevenly, so treat this as an illustration of compounding, not a forecast.
What is MTUM's average annual return?
As of Aug 7, 2026, MTUM's annualized total returns were 29.4% over 3 years, 12.8% over 5 years, 16.1% over 10 years — dividends reinvested, net of its 0.15% expense ratio.