ESUM ETF

$29.25

Returns Overview

1 Month
+3.39%
3 Months
+7.52%
6 Months
+10.02%
YTD
+8.16%

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
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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

+3.39%

3 Months Performance

+7.52%

6 Months Performance

+10.02%

1 Year Performance

-

Benchmark & Peers

Benchmark
Bloomberg US 3000 Total Return Index(BTRI)
This ETF (YTD)
+8.16%
Peer Avg (YTD)
+2.40%
vs Peers
+5.75%

ESUM ETF Performance

ESUM performance across multiple time periods: 1-month 3.39%, YTD 8.16%.

ESUM returns outperform 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+3.39%Apr 22, 2026 to May 22, 2026
3 Months+7.52%Feb 23, 2026 to May 22, 2026
6 Months+10.02%Nov 24, 2025 to May 22, 2026

All returns shown are total returns, not annualized