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Essential 40 Stock I (ESSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.71-0.05 (-0.34%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★
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

Risk statistics

3 years
ESSIXCategory average
5 years
ESSIXCategory average
10 years
ESSIXCategory average
Alpha
-1.37-0.01
-1.53-0.01
N/A-0.01
BETA
0.850.01
0.920.01
N/A0.01
Mean annual return
0.690.01
1.140.01
N/A0.01
R-squared
90.970.94
92.240.95
N/A0.95
Standard deviation
15.960.17
17.420.19
N/A0.15
Sharpe ratio
0.320
0.660.01
N/A0.01
Treynor ratio
4.640.03
11.60.1
N/A0.1