ESUM ETF

$30.97

Returns Overview

1 Month
+2.78%
3 Months
+17.13%
6 Months
+13.88%
YTD
+13.21%
1 Year
+19.39%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ESUM have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 3000 Total Return Index(BTRI)
This ETF (YTD)
+13.21%
Peer Avg (YTD)
+8.61%
vs Peers
+4.60%

ESUM ETF Performance

ESUM performance across multiple time periods: 1-month 2.78%, YTD 13.21%, 1-year 19.39%.

ESUM returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

ESUM performance comparison shows side-by-side returns with another fund. ESUM alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.78%N/A
3 Months+17.13%N/A
6 Months+13.88%N/A
1 Year+19.39%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized