ERX ETF

ERX ETF
$99.21
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Returns Overview

1 Month
+28.57%
3 Months
+36.37%
6 Months
+34.00%
YTD
+123.80%
1 Year
+140.70%
3 Years (annualized)
+32.92%
5 Years (annualized)
+35.81%
10 Years (annualized)
-6.61%

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)
+123.80%
Peer Avg (YTD)
+1.16%
vs Peers
+122.64%

ERX ETF Performance

ERX performance across multiple time periods: 1-month 28.57%, YTD 123.80%, 1-year 140.70%, 3-year 32.92%, 5-year 35.81%, 10-year -6.61%.

ERX returns outperform the peer average of 1.16% 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.

Performance & Returns

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Performance Returns

PeriodTotal Return
1 Month+28.57%
3 Months+36.37%
6 Months+34.00%
1 Year+140.70%
3 Years+32.92%
5 Years+35.81%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.