MTUM
iShares MSCI USA Momentum Factor ETF
$179.07
3.76 (2.14%)
Currency in USD / Last Updated: 4/23/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 9920.478M |
| 52 Week High | 189.037 |
| 52 Week Low | 134.141 |
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Key Data
| Symbol | MTUM |
|---|---|
| Type | ETF |
| Category | Large Cap Growth |
| Price | 179.07 |
| Price Yesterday | 175.31 |
| Market Cap | 9,920.48 |
| YTD Return | 14.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0015 |
Overview
| 52 Week High | 189.04 |
|---|---|
| 52 Week Low | 134.14 |
| Market Cap | 9,920.48M |
| Shares Outstanding | 55.40M |
| Income Dividend Yield | 0.82% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.82% |
Returns Annualized
| One Day | 9,999.99% |
|---|---|
| Five Days | -51.81% |
| One Months | -46.32% |
| Three Months | 38.71% |
| Six Months | 69.02% |
| Nine Months | 32.98% |
| One Year | 27.05% |
| Three Years | 2.32% |
| Five Years | 11.13% |
| Ten Years | 12.95% |
| YTD | 53.79% |
| Since Inception | 13.54% |
Returns Total
| One Day | 2.14% |
|---|---|
| Five Days | -1.44% |
| One Month | -5.05% |
| Three Months | 8.52% |
| Six Months | 29.71% |
| Nine Months | 23.95% |
| One Year | 27.02% |
| Three Years | 7.08% |
| Five Years | 69.34% |
| Ten Years | 237.06% |
| YTD | 14.24% |
| Since Inception | 303.47% |
Yearly Returns
| 2024 | 14.24% |
|---|---|
| 2023 | 9.16% |
| 2022 | -18.26% |
| 2021 | 13.37% |
| 2020 | 29.85% |
| 2019 | 27.25% |
| 2018 | -1.66% |
| 2017 | 37.50% |
| 2016 | 5.00% |
| 2015 | 8.93% |
Risk against SP-DA
| Alpha | -0.44% |
|---|---|
| Beta | 1.15 |
| Correlation | 87.52% |
| Downside Deviation | 2.81% |
| Coefficient of determination | 76.60% |
| Standard Deviation | 4.50% |
| Sharpe Ratio | 0.16 |
| Sortino | 0.86 |
| Treynor | 18.86 |
| Ulcer Index | 2.65 |
| Ulcer Performance Index | 0.92 |