(MTUM) iShares MSCI USA - Performance 21.8% in 12m
Compare MTUM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
58.74%
#122 in Group
Rel. Strength
76.72%
#1858 in Universe
Total Return 12m
21.79%
#4 in Group
Total Return 5y
90.13%
#90 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: MTUM (21.8%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.74% | 27.5% | 157% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-0.6% | 15.6% | 121% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-2.48% | 15.9% | 95.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.92% | 14% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.11% | 9.89% | 125% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.47% | 17.5% | 117% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-1.37% | 8.5% | 121% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-0.6% | 12.4% | 121% | - | - | - | - | - |
Performance Comparison: MTUM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for MTUM
| Total Return (including Dividends) | MTUM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 3.92% | -0.45% | -0.45% |
| 3 Months | -3.20% | -6.29% | -6.29% |
| 12 Months | 21.79% | 13.04% | 13.04% |
| 5 Years | 90.13% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | MTUM | SPY | S&P 500 |
| 1 Month | 68.7% | 47.5% | 47.5% |
| 3 Months | -70.7% | -87.3% | -87.3% |
| 12 Months | 66.5% | 54.3% | 54.3% |
| 5 Years | 52.1% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #3 | 4.39% | 4.39% |
| 3 Month | #18 | 3.30% | 3.30% |
| 12 Month | #5 | 7.74% | 7.74% |
| 5 Years | #159 | -10.2% | -10.2% |
FAQs
Does MTUM iShares MSCI USA outperforms the market?
Yes,
over the last 12 months MTUM made 21.79%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months MTUM made -3.20%, while SPY made -6.29%.
Over the last 3 months MTUM made -3.20%, while SPY made -6.29%.
Performance Comparison MTUM vs Indeces and Sectors
MTUM vs. Indices MTUM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.12% | 4.37% | 7.09% | 8.75% |
| US NASDAQ 100 | QQQ | 0.20% | 2.02% | 6.38% | 6.82% |
| US Dow Jones Industrial 30 | DIA | 1.66% | 6.77% | 7.85% | 12.5% |
| German DAX 40 | DAX | 1.48% | 4.14% | -11.0% | -3.22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.77% | 7.13% | 10.8% | 16.8% |
| Hongkong Hang Seng | HSI | 1.52% | 5.44% | 6.56% | 8.86% |
| India NIFTY 50 | INDA | 3.64% | -0.96% | 7.21% | 18.9% |
| Brasil Bovespa | EWZ | 2.75% | 1.09% | 1.39% | 28.5% |
MTUM vs. Sectors MTUM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.97% | 4.52% | 1.11% | -1.67% |
| Consumer Discretionary | XLY | 1.09% | 4.51% | 5.92% | 7.12% |
| Consumer Staples | XLP | 3.18% | 4.74% | 2.99% | 10.9% |
| Energy | XLE | 5.38% | 18.0% | 12.2% | 31.1% |
| Financial | XLF | 2.23% | 5.93% | 0.16% | -0.88% |
| Health Care | XLV | 3.82% | 8.59% | 12.3% | 23.0% |
| Industrial | XLI | 0.80% | 3.62% | 6.05% | 11.1% |
| Materials | XLB | 2.93% | 7.14% | 14.9% | 26.2% |
| Real Estate | XLRE | 1.23% | 5.02% | 6.93% | 3.43% |
| Technology | XLK | -0.44% | 1.49% | 10.0% | 11.4% |
| Utilities | XLU | 2.40% | 3.82% | 2.67% | 1.0% |
| Aerospace & Defense | XAR | 0.09% | -3.06% | -6.79% | -5.69% |
| Biotech | XBI | 1.28% | -1.63% | 22.4% | 27.2% |
| Homebuilder | XHB | 2.39% | 6.0% | 22.1% | 28.0% |
| Retail | XRT | 2.36% | 5.08% | 13.1% | 23.3% |