MTUM Total Return Calculator
$10,000 since Apr 2013, with and without reinvesting · data through Oct 2026
$10,000 invested in MTUM ten years ago, at the end of Oct 2016, was worth $41,996 at the end of Oct 2026 with every distribution reinvested: 15.9% a year, against $41,633 in the S&P 500. Since Apr 2013, $10,000 became $64,145 reinvested (15.1% a year), or $58,414 taking the distributions as cash, $3,611 of it paid out along the way.
MTUM became
$64,145
S&P 500: $59,482
Return a year
15.1%
S&P 500: 14.4%
Payouts reinvested
$3,971
bought more shares
Worst drop
-81.8%
S&P 500: -23.9%
$10,000, Apr 2013 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | MTUM total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +14.0% | $279 | +11.7% |
| 2025 | +22.1% | $522 | +17.7% |
| 2024 | +32.9% | $269 | +24.9% |
| 2023 | +9.2% | $383 | +26.2% |
| 2022 | −18.3% | $483 | −18.2% |
| 2021 | +13.4% | $215 | +28.7% |
| 2020 | +29.9% | $300 | +18.3% |
| 2019 | +27.3% | $394 | +31.2% |
| 2018 | −1.7% | $259 | −4.6% |
| 2017 | +37.5% | $216 | +21.7% |
| 2016 | +5.0% | $223 | +12.0% |
| 2015 | +8.9% | $161 | +1.2% |
| 2014 | +14.6% | $144 | +13.5% |
| 2013 (part) | +17.1% | $123 | +17.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: MTUM total return
Data as of · Source: SmarterDividends data
- $10,000 invested in MTUM at the end of Apr 2013, with distributions reinvested, was worth $64,145 at the end of Oct 2026: 15.1% a year, against $59,482 (14.4% a year) in the S&P 500.
- Over the 10 years to Oct 2026, MTUM turned $10,000 into $41,996 with distributions reinvested, 15.9% a year.
- Over the 5 years to Oct 2026, MTUM returned 10.1% a year with distributions reinvested (S&P 500: 12.6%).
- Taking MTUM's distributions as cash instead of reinvesting them, the same $10,000 ended at $58,414, including $3,611 of cash received; reinvesting added $5,731.
- MTUM's best calendar year in that time was 2017 (37.5%) and its worst 2022 (-18.3%), with distributions reinvested.
Cite this page
SmarterDividends, "MTUM Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/MTUM/total-return
MTUM total return questions
If I invested $10,000 in MTUM 10 years ago, how much would I have?
About $41,996 at the end of Oct 2026, with every distribution reinvested: 15.9% a year. Taking them as cash, you'd have shares worth $37,446 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is MTUM's total return since Apr 2013?
541% in total, or 15.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 448%.
How much of MTUM's return came from distributions?
About 9% of its yearly return since Apr 2013. Reinvesting them, rather than taking cash, left you $5,731 better off on a $10,000 start.
What was MTUM's worst year?
2022, at -18.3% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -81.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.