Performance analysis of EFAX (STATE STREET(R) SPDR(R) MSCI EAFE FOSSIL FUEL RESERVES FREE ETF)
Annual Return
Over the past 3 years, EFAX has had an average annual return of +14.89%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EFAX has had an average annual return of +8.06%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Oct 25, 2016, EFAX has had an average annual return of +8.92%, underperforming the benchmark SPY, which returned +15.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.11% | +31.26% | +4.79% | +18% | -16.70% | +10.52% | +9.55% | +23.51% | -14.78% | +23.90% | +0.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.18% | +4% | -8.98% | +5.90% | +3.05% | +1.16% | -1.61% | +7.11% | |||||
| 2025 | +5.33% | +2.60% | -0.14% | +4.68% | +4.56% | +2.38% | -2.47% | +4.43% | +2.23% | +0.99% | +0.31% | +2.91% | +31.26% |
| 2024 | +0.33% | +3.12% | +3.03% | -3.79% | +5.01% | -1.36% | +2.88% | +3.56% | +0.66% | -5.26% | -0.05% | -2.87% | +4.79% |
| 2023 | +8.94% | -2.85% | +2.92% | +2.83% | -3.61% | +4.55% | +2.46% | -3.98% | -4.23% | -3.07% | +8.76% | +5.26% | +18% |
| 2022 | -4.61% | -3.75% | -0.14% | -6.68% | +1.26% | -8.30% | +5.35% | -6.92% | -8.87% | +5.30% | +13.26% | -1.60% | -16.70% |
| 2021 | -1.28% | +1.99% | +2.33% | +3.11% | +3.70% | -1.41% | +1.12% | +1.56% | -3.65% | +3.24% | -4.62% | +4.44% | +10.52% |
| 2020 | -2.55% | -7.57% | -14.20% | +6.98% | +5.41% | +3.80% | +1.63% | +5.49% | -1.68% | -3.92% | +14.08% | +4.83% | +9.55% |
| 2019 | +6.55% | +2.34% | +0.81% | +3.32% | -4.83% | +5.90% | -1.69% | -1.77% | +3.54% | +3.49% | +1.29% | +2.94% | +23.51% |
| 2018 | +5.01% | -4.26% | -1.42% | +1.29% | -2.61% | -1.42% | +2.99% | -1.82% | +0.52% | -8.19% | +0.60% | -5.79% | -14.78% |
| 2017 | +2.23% | +2.33% | +3.26% | +3.56% | +3.50% | -0.82% | +2.40% | -0.02% | +2% | +1.29% | +1% | +0.98% | +23.90% |
Drawdown analysis of EFAX (STATE STREET(R) SPDR(R) MSCI EAFE FOSSIL FUEL RESERVES FREE ETF)
The maximum drawdown for the EFAX was -32.53%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
The current EFAX drawdown is -3.13%.
Since Oct 25, 2016 EFAX has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.53% | Jan 17, 2020 | 41 | Mar 18, 2020 | 164 | Nov 9, 2020 | 205 |
| -31.65% | Sep 7, 2021 | 266 | Sep 27, 2022 | 361 | Mar 6, 2024 | 627 |
| -22.34% | Jan 24, 2018 | 231 | Dec 24, 2018 | 268 | Jan 17, 2020 | 499 |
| -13.52% | Mar 19, 2025 | 14 | Apr 8, 2025 | 13 | Apr 28, 2025 | 27 |
| -12.38% | Feb 25, 2026 | 22 | Mar 27, 2026 | 54 | Jun 15, 2026 | 76 |
| -9.90% | Sep 26, 2024 | 73 | Jan 13, 2025 | 35 | Mar 5, 2025 | 108 |
| -7.72% | Jul 12, 2024 | 16 | Aug 5, 2024 | 10 | Aug 19, 2024 | 26 |
| -5.59% | Mar 27, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
| -5.54% | Nov 12, 2025 | 6 | Nov 20, 2025 | 14 | Dec 11, 2025 | 20 |
| -5.15% | Jun 15, 2021 | 23 | Jul 19, 2021 | 19 | Aug 13, 2021 | 42 |
| -4.67% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -4.35% | Feb 16, 2021 | 12 | Mar 4, 2021 | 21 | Apr 5, 2021 | 33 |
| -4.26% | Jan 8, 2021 | 14 | Jan 29, 2021 | 7 | Feb 9, 2021 | 21 |
| -4.07% | Sep 15, 2017 | 8 | Sep 27, 2017 | 67 | Jan 3, 2018 | 75 |
| -3.83% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.62% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -3.58% | Oct 25, 2016 | 21 | Nov 23, 2016 | 12 | Dec 12, 2016 | 33 |
| -3.40% | Jun 6, 2024 | 6 | Jun 14, 2024 | 16 | Jul 10, 2024 | 22 |
| -3.31% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -3.13% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -3.13% | Mar 28, 2017 | 8 | Apr 7, 2017 | 10 | Apr 24, 2017 | 18 |
| -3.05% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |
| -3.01% | Mar 5, 2025 | 6 | Mar 13, 2025 | 3 | Mar 18, 2025 | 9 |
| -3.01% | Aug 22, 2025 | 6 | Sep 2, 2025 | 7 | Sep 11, 2025 | 13 |
| -2.72% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |