ERX ETF

ERX ETF
$101.90
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Returns Overview

1 Month
+24.30%
3 Months
-1.74%
6 Months
+32.59%
YTD
+70.90%
1 Year
+79.31%
3 Years (annualized)
+17.29%
5 Years (annualized)
+35.67%
10 Years (annualized)
-9.14%

Risk Metrics (1-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
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
Energy Select Sector Index(^IXE:SP)
This ETF (YTD)
+70.90%
Peer Avg (YTD)
-0.65%
vs Peers
+71.55%

ERX ETF Performance

ERX performance across multiple time periods: 1-month 24.30%, YTD 70.90%, 1-year 79.31%, 3-year 17.29%, 5-year 35.67%, 10-year -9.14%.

ERX returns outperform the peer average of -0.65% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this ETF.

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

Compare ERX

ERX vs SPYERX vs QQQERX vs VOOERX vs VTIERX vs IVVERX vs SCHDERX vs VYMERX vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+24.30%N/A
3 Months-1.74%N/A
6 Months+32.59%N/A
1 Year+79.31%N/A
3 Years+17.29%N/A
5 Years+35.67%N/A

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