EES ETF

EES ETF
$64.73
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Returns Overview

1 Month
-4.94%
3 Months
-5.20%
6 Months
+11.02%
YTD
+13.52%
1 Year
+15.69%
3 Years (annualized)
+14.12%
5 Years (annualized)
+6.60%
10 Years (annualized)
+9.21%

Risk Metrics (1-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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
WisdomTree US SmallCap Index
This ETF (YTD)
+13.52%
Peer Avg (YTD)
+10.34%
vs Peers
+3.18%

EES ETF Performance

EES performance across multiple time periods: 1-month -4.94%, YTD 13.52%, 1-year 15.69%, 3-year 14.12%, 5-year 6.60%, 10-year 9.21%.

EES returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.94%N/A
3 Months-5.20%N/A
6 Months+11.02%N/A
1 Year+15.69%N/A
3 Years+14.12%N/A
5 Years+6.60%N/A

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