Performance analysis of EMZA (Emerge EMPWR Sustainable Global Core Equity ETF)
Annual Return
Over the past 3 years, EMZA has had an average annual return of +0.50%, underperforming the benchmark SPY, which returned +3.06% annual.
Since Sep 8, 2022, EMZA has had an average annual return of +5.82%, underperforming the benchmark SPY, which returned +13.86% annual.
| 2023 | 2022 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.68% | -2.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +5.17% | -2.58% | +3.83% | +1.13% | -2.82% | +4.97% | -1.89% | +7.68% | |||||
| 2022 | -9.31% | +5.40% | +6.91% | -4.77% | -2.68% |
Drawdown analysis of EMZA (Emerge EMPWR Sustainable Global Core Equity ETF)
The maximum drawdown for the EMZA was -12.01%, occurring on Oct 14, 2022. Recovery took 74 trading sessions.
The current EMZA drawdown is -1.89%.
Since Sep 8, 2022 EMZA has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.01% | Sep 12, 2022 | 24 | Oct 14, 2022 | 74 | Feb 1, 2023 | 98 |
| -6.56% | Feb 2, 2023 | 25 | Mar 10, 2023 | 34 | Apr 28, 2023 | 59 |
| -3.16% | May 18, 2023 | 8 | May 31, 2023 | 9 | Jun 13, 2023 | 17 |
| -2.02% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -1.89% | Jun 30, 2023 | 4 | Jul 7, 2023 | Ongoing | Ongoing | Ongoing |
| -1.76% | Apr 28, 2023 | 4 | May 4, 2023 | 10 | May 18, 2023 | 14 |
| -0.16% | Jun 13, 2023 | 1 | Jun 14, 2023 | 1 | Jun 15, 2023 | 2 |