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Inception Date
Dec 8, 2025
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$7M

Share Price Chart


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Performance

MFMO Performance Chart

Motley Fool Momentum Factor ETF (MFMO) is up 25.5% since the beginning of the year. MFMO is currently trading at $25 per share.


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S&P 500 Index

Returns By Period


Motley Fool Momentum Factor ETF

1D
0.71%
1M
11.78%
YTD
25.49%
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MFMO Monthly Returns History

Based on dividend-adjusted daily data since Dec 9, 2025, MFMO's average daily return is +0.19%, while the average monthly return is +3.25%. At this rate, an investment would double in approximately 1.8 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2026 with a return of +17.4%, while the worst month was Mar 2026 at -5.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, MFMO closed higher 58% of trading days. The best single day was Feb 6, 2026 with a return of +4.5%, while the worst single day was Mar 26, 2026 at -3.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.52%-1.05%-4.98%17.35%9.54%1.27%25.49%
2025-1.90%-1.90%

Benchmark Metrics

Motley Fool Momentum Factor ETF has an annualized alpha of 12.15%, beta of 1.62, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since December 10, 2025.

  • This ETF captured 183.21% of S&P 500 Index gains but only 78.38% of its losses - a favorable profile for investors.
  • This ETF generated an annualized alpha of 12.15% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 1.62 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha
12.15%
Beta
1.62
0.74
Upside Capture
183.21%
Downside Capture
78.38%

Expense Ratio

MFMO has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Motley Fool Momentum Factor ETF (MFMO) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History


Motley Fool Momentum Factor ETF doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Motley Fool Momentum Factor ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Motley Fool Momentum Factor ETF was 12.05%, occurring on Mar 30, 2026. Recovery took 9 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-12.05%Mar 2026
2mo 1d14d
2mo 15dJan 2026 - Apr 2026
2025 pullback2025
-5.40%Dec 2025
5d20d
25dDec 2025 - Jan 2026
2026 pullback2026
-4.69%May 2026
4d7d
11dMay 2026 - May 2026
2026 pullback2026
-2.27%Jun 2026
3d2d
5dMay 2026 - Jun 2026
2026 pullback2026
-2.11%Jan 2026
0s7d
7dJan 2026 - Jan 2026

Drawdown Indicators


MFMOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-12.05%

-56.78%

+44.73%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-2.42%

-10.72%

+8.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with MFMO

Add Motley Fool Momentum Factor ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with MFMO