Performance analysis of ESIX (State Street SPDR S&P SmallCap 600 ESG ETF)
Annual Return
Over the past 3 years, ESIX has had an average annual return of +12.52%, underperforming the benchmark SPY, which returned +22.07% annual.
Since Jan 11, 2022, ESIX has had an average annual return of +5.12%, underperforming the benchmark SPY, which returned +12.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.82% | +1.82% | +9.66% | +17.51% | -14.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.42% | +1.64% | -4.69% | +11.01% | -1.32% | +10.82% | |||||||
| 2025 | +2.53% | -6.03% | -5.77% | -4.23% | +5.13% | +3.27% | +0.23% | +7.38% | -0.55% | -2.10% | +2.62% | +0.30% | +1.82% |
| 2024 | -3.42% | +3.60% | +2.92% | -5.20% | +5.26% | -2.60% | +10.34% | -1.02% | +0.34% | -2.04% | +10.09% | -7.29% | +9.66% |
| 2023 | +8.82% | -0.62% | -5.34% | -3.18% | -1.24% | +8.16% | +5.54% | -3.73% | -5.64% | -5.19% | +7.90% | +13.18% | +17.51% |
| 2022 | -6.32% | +1.70% | +0.54% | -7.50% | +1.94% | -8.91% | +10.53% | -4.62% | -9.66% | +12.27% | +3.54% | -6.25% | -14.62% |
Drawdown analysis of ESIX (State Street SPDR S&P SmallCap 600 ESG ETF)
The maximum drawdown for the ESIX was -27.57%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.
The current ESIX drawdown is -2.41%.
Since Jan 11, 2022 ESIX has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.57% | Nov 25, 2024 | 90 | Apr 8, 2025 | 197 | Jan 21, 2026 | 287 |
| -21.77% | Jan 14, 2022 | 175 | Sep 27, 2022 | 313 | Dec 26, 2023 | 488 |
| -10.18% | Feb 6, 2026 | 29 | Mar 20, 2026 | 19 | Apr 17, 2026 | 48 |
| -8.96% | Jul 31, 2024 | 3 | Aug 5, 2024 | 51 | Oct 16, 2024 | 54 |
| -7.47% | Mar 28, 2024 | 14 | Apr 18, 2024 | 18 | May 14, 2024 | 32 |
| -6.34% | Dec 27, 2023 | 13 | Jan 17, 2024 | 45 | Mar 21, 2024 | 58 |
| -5.30% | May 15, 2024 | 21 | Jun 14, 2024 | 18 | Jul 12, 2024 | 39 |
| -3.93% | Nov 11, 2024 | 5 | Nov 18, 2024 | 5 | Nov 25, 2024 | 10 |
| -3.56% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -2.90% | Jan 22, 2026 | 4 | Jan 28, 2026 | 7 | Feb 6, 2026 | 11 |
| -2.85% | Jul 16, 2024 | 3 | Jul 19, 2024 | 5 | Jul 26, 2024 | 8 |
| -2.41% | May 6, 2026 | 4 | May 12, 2026 | Ongoing | Ongoing | Ongoing |
| -1.67% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -1.02% | Apr 27, 2026 | 2 | Apr 29, 2026 | 1 | Apr 30, 2026 | 3 |
| -0.91% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.80% | Apr 20, 2026 | 1 | Apr 21, 2026 | 3 | Apr 24, 2026 | 4 |
| -0.72% | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 | Nov 11, 2024 | 3 |
| -0.50% | Jul 26, 2024 | 1 | Jul 29, 2024 | 1 | Jul 30, 2024 | 2 |
| -0.46% | Jan 11, 2022 | 2 | Jan 13, 2022 | 1 | Jan 14, 2022 | 3 |