Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESN (Essential 40 Stock ETF) | 13.46% | 25.14% | 8.65% | 5.10% | 49.32% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESN (Essential 40 Stock ETF) | 12/26/2014 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 25.14 | 8.65 | 5.10 | 49.32 | NA | NA | … | … | 13.46 | 17.34 | 3,057.94 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 2.39 | 0.89 | 0.40 | 0.20 | NA | NA | … | … | 2.87 | 1.00 | 0.07 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 9.91 | 274.33 | 274.33 | 239.11 | NA | NA | … | … | 10.78 | 14.76 | 782.11 | NA | NA |
| Draw Down(%) | NA | 6.42 | 13.61 | 13.61 | 13.61 | NA | NA | … | … | 6.42 | 13.61 | 5.45 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.99 | 0.58 | 0.35 | 7.49 | 1,793.33 | 1,345.00 | … | … | 0.00 | 1.05 | 0.73 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/26/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESN (Essential 40 Stock ETF) |
2,483.58%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESN (Essential 40 Stock ETF) |
2,619.66%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart