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MTUL
+1.93 · +5.27%
$38.61 · NYSE ARCA

ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN (MTUL) ETF Analysis | Trading--Leveraged Equity

UBS · USA
AUM:$5.9M
#– of – in Trading--Leveraged Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is MTUL?

ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN tracks its benchmark index, providing diversified exposure across 1 holdings. Its expense ratio is 0.95%.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Strong Recent Performance
MTUL delivered 20.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
ETF Information
AUM$5.9M
Expense Ratio0.95%
Dividend Yield0.00%
Holdings1
Inception DateFeb 2021
Domicile–
Distribution–
Index–
ProviderUBS
Beta2.16
CategoryTrading--Leveraged Equity
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+53.9%
1Y
+60.6%
3Y
+272.1%
5Y
+132.3%
OpenBook InsightIf you had invested £10,000 in MTUL 5 years ago, it would have grown to £23,230 — a gain of £13,230.

Annual Returns

Calendar year performance

MTUL delivered positive returns in 4 of the last 5 calendar years.
YearMTUL
2026 YTD+51.7%
2025+26.6%
2024+64.2%
2023+14.0%
2022-38.2%
CAGR 4yr+10.0%
4/5 positive yearsAvg return: +23.7%Worst year: -38.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
81.9%
Very High
Momentum
+0.2%
30-day change
Support Level
45.59
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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