ERX ETF

$99.08
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Returns Overview

1 Month
+28.89%
3 Months
+33.12%
6 Months
+35.24%
YTD
+23.77%
1 Year
+27.68%
3 Years
+4.03%
5 Years
+40.04%
10 Years
-8.23%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ERX 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

+28.89%

3 Months Performance

+33.12%

6 Months Performance

+35.24%

1 Year Performance

+27.68%

Benchmark & Peers

Benchmark
Energy Select Sector Index(^IXE:SP)
This ETF (YTD)
+23.77%
Peer Avg (YTD)
-1.20%
vs Peers
+24.97%

ERX ETF Performance

ERX performance across multiple time periods: 1-month 28.89%, YTD 23.77%, 1-year 27.68%, 3-year 4.03%, 5-year 40.04%, 10-year -8.23%.

ERX returns outperform the peer average of -1.20% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+28.89%N/A
3 Months+33.12%N/A
6 Months+35.24%N/A
1 Year+27.68%N/A
3 Years+4.03%N/A
5 Years+40.04%N/A

All returns shown are total returns, not annualized