EES ETF

EES ETF
$69.67
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Returns Overview

1 Month
-0.69%
3 Months
+6.66%
6 Months
+14.40%
YTD
+19.60%
1 Year
+32.38%
3 Years (annualized)
+13.51%
5 Years (annualized)
+8.46%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EES 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
WisdomTree US SmallCap Index
This ETF (YTD)
+19.60%
Peer Avg (YTD)
+15.31%
vs Peers
+4.29%

EES ETF Performance

EES performance across multiple time periods: 1-month -0.69%, YTD 19.60%, 1-year 32.38%, 3-year 13.51%, 5-year 8.46%, 10-year 10.97%.

EES returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

EES vs another fund shows side-by-side returns. EES alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.69%N/A
3 Months+6.66%N/A
6 Months+14.40%N/A
1 Year+32.38%N/A
3 Years+13.51%N/A
5 Years+8.46%N/A

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