EES ETF

$60.30

Returns Overview

1 Month
+4.51%
3 Months
+8.33%
6 Months
+15.31%
YTD
+4.54%
1 Year
+8.79%
3 Years
+9.16%
5 Years
+9.26%
10 Years
+11.57%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would EES 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

+4.51%

3 Months Performance

+8.33%

6 Months Performance

+15.31%

1 Year Performance

+8.79%

Benchmark & Peers

Benchmark
WisdomTree US SmallCap Index(NA)
This ETF (YTD)
+4.54%
Peer Avg (YTD)
+3.66%
vs Peers
+0.88%

EES ETF Performance

EES performance across multiple time periods: 1-month 4.51%, YTD 4.54%, 1-year 8.79%, 3-year 9.16%, 5-year 9.26%, 10-year 11.57%.

EES returns outperform the peer average of 3.66% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.52%N/A
3 Months+8.33%N/A
6 Months+15.31%N/A
1 Year+8.79%N/A
3 Years+9.16%N/A
5 Years+9.26%N/A

All returns shown are total returns, not annualized