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(ESSIX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return6.83%
5-year average return11.83%
Number of years up5
Number of years down4
Best 1-yr total return (24 Jun 2024)23.91%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return23.91%
Worst 3-yr total return1.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESSIXCategory
YTD5.37%5.31%
1-month3.35%-4.19%
3-month1.90%3.90%
1-year23.83%20.31%
3-year7.25%6.48%
5-year12.92%11.78%
10-year0.00%10.96%
Last bull market20.66%25.56%
Last bear market-11.72%-15.11%

Annual total return (%) history

Year
ESSIXCategory
2024
N/AN/A
2023
23.91%22.32%
2022
-10.79%-16.96%
2021
23.75%26.07%
2020
10.44%15.83%
2019
22.15%28.78%
2018
-5.90%-6.27%
2017
11.70%20.44%
2016
-1.29%10.37%
2015
-5.55%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.63%N/AN/AN/A
20235.96%7.37%-1.39%10.44%
2022-0.50%-11.72%-7.08%9.31%
20219.42%5.93%-1.09%7.94%
2020-22.63%15.96%8.47%13.47%
201911.25%1.87%0.64%7.09%
2018-1.84%3.05%7.07%-13.13%
20170.22%2.47%1.36%7.30%
2016-2.52%1.08%0.32%-0.14%
2015-4.05%-1.44%-0.23%0.11%
20140.40%1.90%N/AN/A

Rank in category (by total return)

YTD89
1-month78
3-month81
1-year72
3-year66
5-year77

Load adjusted returns

1-year23.83%
3-year7.25%
5-year12.92%
10-yearN/A