ERY ETF

$10.96

Returns Overview

1 Month
+10.01%
3 Months
+27.95%
6 Months
-33.50%
YTD
-30.66%
1 Year
-41.29%
3 Years (annualized)
-22.15%
5 Years (annualized)
-36.08%
10 Years (annualized)
-32.22%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ERY 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Energy Select Sector Index(^IXE:SP)
This ETF (YTD)
-30.66%
Peer Avg (YTD)
+12.13%
vs Peers
-42.79%

ERY ETF Performance

ERY performance across multiple time periods: 1-month 10.01%, YTD -30.66%, 1-year -41.29%, 3-year -22.15%, 5-year -36.08%, 10-year -32.22%.

ERY returns trail the peer average of 12.13% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+10.01%N/A
3 Months+27.95%N/A
6 Months-33.50%N/A
1 Year-41.29%N/A
3 Years-22.15%N/A
5 Years-36.08%N/A

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