Performance analysis of ESN (ESSENTIAL 40 STOCK ETF)
Annual Return
Since Oct 21, 2024, ESN has had an average annual return of +16.82%, outperforming the benchmark SPY, which returned +16.63% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.07% | +16.52% | -2.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.04% | +2.82% | -4.61% | +7.19% | +5.39% | +0.50% | +0.18% | +16.07% | |||||
| 2025 | +4.09% | +2.20% | -2.97% | -1.93% | +3.14% | +3.36% | -0.29% | +3.69% | +2.89% | +0.36% | +1.40% | -0.25% | +16.52% |
| 2024 | -2.63% | +5.16% | -5.24% | -2.98% |
Drawdown analysis of ESN (ESSENTIAL 40 STOCK ETF)
The maximum drawdown for the ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current ESN drawdown is -0.77%.
Since Oct 21, 2024 ESN has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.60% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -6.42% | Mar 2, 2026 | 20 | Mar 30, 2026 | 13 | Apr 17, 2026 | 33 |
| -5.60% | Nov 29, 2024 | 22 | Jan 2, 2025 | 28 | Feb 13, 2025 | 50 |
| -4.90% | Oct 27, 2025 | 18 | Nov 20, 2025 | 29 | Jan 5, 2026 | 47 |
| -3.18% | Jul 10, 2025 | 16 | Aug 1, 2025 | 10 | Aug 15, 2025 | 26 |
| -2.86% | Oct 21, 2024 | 10 | Nov 4, 2024 | 2 | Nov 6, 2024 | 12 |
| -2.19% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -2.13% | May 29, 2026 | 8 | Jun 10, 2026 | 2 | Jun 12, 2026 | 10 |
| -2.08% | Jun 15, 2026 | 6 | Jun 24, 2026 | 5 | Jul 1, 2026 | 11 |
| -1.86% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -1.80% | Feb 11, 2026 | 7 | Feb 23, 2026 | 4 | Feb 27, 2026 | 11 |
| -1.62% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.39% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.18% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -0.92% | May 14, 2026 | 1 | May 15, 2026 | 3 | May 20, 2026 | 4 |
| -0.84% | Apr 30, 2026 | 2 | May 4, 2026 | 1 | May 5, 2026 | 3 |
| -0.73% | Jan 29, 2026 | 1 | Jan 30, 2026 | 2 | Feb 3, 2026 | 3 |
| -0.73% | Sep 11, 2025 | 1 | Sep 12, 2025 | 4 | Sep 18, 2025 | 5 |
| -0.67% | Jul 3, 2025 | 1 | Jul 7, 2025 | 2 | Jul 9, 2025 | 3 |
| -0.64% | Jan 22, 2026 | 3 | Jan 27, 2026 | 2 | Jan 29, 2026 | 5 |
| -0.63% | Apr 17, 2026 | 2 | Apr 21, 2026 | 3 | Apr 24, 2026 | 5 |
| -0.59% | Sep 22, 2025 | 3 | Sep 25, 2025 | 1 | Sep 26, 2025 | 4 |
| -0.54% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.52% | Aug 15, 2025 | 4 | Aug 21, 2025 | 1 | Aug 22, 2025 | 5 |
| -0.49% | Aug 22, 2025 | 1 | Aug 25, 2025 | 2 | Aug 27, 2025 | 3 |