ESUM ETF

$27.05
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Returns Overview

1 Month
+0.47%
3 Months
+1.32%
6 Months
+2.78%
YTD
+1.51%

Risk Metrics (5-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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+0.47%

3 Months Performance

+1.32%

6 Months Performance

+2.78%

1 Year Performance

-

Benchmark & Peers

Benchmark
Bloomberg US 3000 Total Return Index(BTRI)
This ETF (YTD)
+1.51%
Peer Avg (YTD)
+2.40%
vs Peers
-0.90%

ESUM ETF Performance

ESUM performance across multiple time periods: 1-month 0.47%, YTD 1.51%.

ESUM returns trail the peer average of 2.40% 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+0.47%N/A
3 Months+1.32%N/A
6 Months+2.78%N/A

All returns shown are total returns, not annualized