Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFIV (SPDR S&P 500 ESG ETF) | 8.20% | 28.50% | 21.24% | 14.12% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFIV (SPDR S&P 500 ESG ETF) | 07/30/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | 28.50 | 21.24 | 14.12 | NA | NA | NA | … | … | 8.20 | 18.47 | 23.80 | 27.91 | -17.76 | 31.71 | 15.79 |
| Sharpe Ratio | NA | 2.49 | 1.30 | 0.72 | NA | NA | NA | … | … | 1.76 | 0.85 | 1.58 | 1.84 | -0.80 | 2.43 | 2.24 |
| Standard Deviation(%) | NA | 11.75 | 14.84 | 16.90 | NA | NA | NA | … | … | 13.59 | 18.50 | 12.73 | 13.30 | 24.17 | 13.02 | 18.37 |
| Draw Down(%) | NA | 9.44 | 19.23 | 24.53 | NA | NA | NA | … | … | 9.44 | 19.02 | 9.00 | 9.91 | 24.53 | 4.98 | 10.17 |
| Yield(%) | 0.00 | 1.21 | 1.60 | 1.61 | 1.16 | 0.78 | 0.58 | … | … | 0.25 | 1.21 | 1.48 | 1.74 | 1.32 | 1.56 | 0.75 |
Data as of 06/05/2026, Common starting date is 07/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFIV (SPDR S&P 500 ESG ETF) |
8.76%
Mar 2022 – Mar 2025 |
12.80%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFIV (SPDR S&P 500 ESG ETF) |
24.84%
Sep 2022 – Sep 2025 |
18.05%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart