FoxScore

Analysis for iShares MSCI USA Momentum Factor ETF

MTUM · As of: 02/17/2026
Basic information
Type: ETF
Region: US
Sector: Diversified
TER: –
History
Available history:12.8 years
Last tradingday:02/17/2026
Description & usage
The iShares MSCI USA Momentum Factor ETF tracks a rules-based U.S. equity index built around momentum characteristics. It selects and weights companies that have shown relatively strong recent price performance within the index methodology and rebalances the portfolio on a scheduled basis. Returns reflect stock price moves and dividends, while sector and name weights can differ materially from broad market benchmarks. The fund is used to represent a momentum factor tilt within U.S. equities.
Overall score 59Performance 63Stability 64Trend 400255075100PerformanceStabilityTrend
Scale: 0 = weak, 50 = average, 100 = top

Analysis summary

iShares MSCI USA Momentum Factor ETF (MTUM) currently has a total score of 59 points, placing it in the neutral range. The score is made up of Performance (63), Stability (64) and Trend (40).

Performance scores 63 points (strong). Key strength: 3Y return at 77.2 %. Even the weakest return is still strong in absolute terms: 5Y return at 43.1 %.

Stability scores 64 points (strong). Best-ranked metric: max drawdown (10Y) at -34.1 %. Main drag: Sharpe ratio (90d) at -0.11. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.

Trend scores 40 points (neutral). Most supportive metric: 12M momentum at 13.0 %. Weaker signal: Price is about 0.5 % below SMA100.

Overall, the score is shaped most by Stability; Trend trails and dampens the total. On a metric level, max drawdown (10Y) stands out, while Sharpe ratio (90d) is the main weak spot.

(Historical evaluation, not investment advice.)

iShares MSCI USA Momentum Factor ETF chart·by TradingView
Chart anzeigen
Wenn du fortfährst, wird der Chart von TradingView geladen. Dabei können Daten (z. B. deine IP-Adresse) an TradingView übertragen werden.
Overall score
59
neutral

Scores

Performance
63
strong
Stability
64
strong
Trend
40
neutral

Metrics

FAQ

What investor type does iShares MSCI USA Momentum Factor ETF fit best in FoxScore?
iShares MSCI USA Momentum Factor ETF fits a more defensive investor type in FoxScore: stability is the strongest part of the profile. That points to comparatively smaller drawdowns and calmer swings versus the universe — but prices can still fall.
How meaningful is the available history for iShares MSCI USA Momentum Factor ETF?
iShares MSCI USA Momentum Factor ETF currently has about 12.8 years of price history since it started trading. That’s a solid base to interpret returns, drawdowns and trend behavior since launch — earlier market crises happened before the asset existed and are therefore not part of its history.
What is FoxScore good for — and what is it not for?
FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.