Performance analysis of ESSC (EVENTIDE SMALL CAP ETF)
Annual Return
Over the past 3 years, ESSC has had an average annual return of +308.30%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ESSC has had an average annual return of +24.31%, outperforming the benchmark SPY, which returned +13.88% annual.
Since Mar 20, 2020, ESSC has had an average annual return of +20.53%, underperforming the benchmark SPY, which returned +22.84% annual.
| 2026 | 2025 | 2022 | 2021 | 2020 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.03% | +254.95% | -38.25% | +17.61% | +7.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.71% | +1.41% | -3.82% | +10.62% | +3.35% | -0.54% | +15.03% | ||||||
| 2025 | +242.45% | +1.35% | +2.42% | -0.15% | +254.95% | ||||||||
| 2022 | -12.27% | +1.15% | -1.14% | +2.98% | -3.83% | -0% | -0.10% | +0.39% | +0.68% | -0.10% | -29.54% | -38.25% | |
| 2021 | -0.20% | -0.30% | -0.10% | +0% | +0.61% | +0.39% | +0.10% | +0.59% | +0.40% | +0.29% | +1.66% | +13.66% | +17.61% |
| 2020 | +3.21% | +0.82% | +0.52% | +0.81% | +0.51% | -0.10% | -0.50% | -0.66% | +1.89% | +0.81% | +7.49% |
Drawdown analysis of ESSC (EVENTIDE SMALL CAP ETF)
The maximum drawdown for the ESSC was -60.33%, occurring on Nov 11, 2022. Recovery took 1 trading sessions.
The current ESSC drawdown is -1.06%.
Since Mar 20, 2020 ESSC has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.33% | Dec 13, 2021 | 231 | Nov 11, 2022 | 1 | Sep 30, 2025 | 232 |
| -11.89% | Dec 1, 2021 | 1 | Dec 2, 2021 | 2 | Dec 6, 2021 | 3 |
| -9.51% | Feb 10, 2026 | 33 | Mar 30, 2026 | 10 | Apr 14, 2026 | 43 |
| -7.35% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -4.95% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -4.16% | Jan 7, 2021 | 53 | Mar 25, 2021 | 172 | Nov 29, 2021 | 225 |
| -3.48% | Oct 6, 2025 | 4 | Oct 10, 2025 | 3 | Oct 15, 2025 | 7 |
| -3.44% | Jan 22, 2026 | 6 | Jan 30, 2026 | 5 | Feb 6, 2026 | 11 |
| -3.17% | Dec 11, 2025 | 14 | Jan 2, 2026 | 4 | Jan 8, 2026 | 18 |
| -3.16% | Dec 6, 2021 | 1 | Dec 7, 2021 | 1 | Dec 8, 2021 | 2 |
| -3.09% | Mar 27, 2020 | 3 | Apr 1, 2020 | 8 | Apr 14, 2020 | 11 |
| -2.20% | Jul 23, 2020 | 54 | Oct 8, 2020 | 41 | Dec 7, 2020 | 95 |
| -2.09% | Apr 20, 2026 | 7 | Apr 29, 2026 | 2 | May 1, 2026 | 9 |
| -1.98% | Oct 15, 2025 | 2 | Oct 17, 2025 | 1 | Oct 20, 2025 | 3 |
| -1.79% | Nov 29, 2021 | 1 | Nov 30, 2021 | 1 | Dec 1, 2021 | 2 |
| -1.55% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.24% | Oct 21, 2025 | 1 | Oct 22, 2025 | 2 | Oct 24, 2025 | 3 |
| -1.06% | May 28, 2026 | 4 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -1.04% | Nov 28, 2025 | 1 | Dec 1, 2025 | 2 | Dec 3, 2025 | 3 |
| -0.72% | Apr 23, 2020 | 9 | May 6, 2020 | 4 | May 12, 2020 | 13 |
| -0.71% | Jul 1, 2020 | 3 | Jul 7, 2020 | 4 | Jul 13, 2020 | 7 |
| -0.70% | Dec 7, 2020 | 1 | Dec 8, 2020 | 6 | Dec 16, 2020 | 7 |
| -0.56% | May 12, 2020 | 2 | May 14, 2020 | 8 | May 27, 2020 | 10 |
| -0.54% | Jan 12, 2026 | 1 | Jan 13, 2026 | 2 | Jan 15, 2026 | 3 |
| -0.52% | Apr 14, 2020 | 3 | Apr 17, 2020 | 4 | Apr 23, 2020 | 7 |