Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EFAX (SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF) 9.49% 22.60% 16.51% 8.54% NA NA NA
Data as of 06/18/2026, Common starting date is 10/25/2016
More Performance Analytics Comparison
Name Start Date End Date
EFAX (SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF) 10/25/2016 06/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 1.64 22.60 16.51 8.54 NA NA NA 9.49 31.31 4.78 18.02 -16.72 10.50 9.55 23.50 -14.77 23.90 0.56
Sharpe Ratio NA 0.97 0.84 0.31 NA NA NA 0.80 1.71 0.09 1.06 -0.81 0.82 0.30 2.03 -1.23 2.22 0.25
Standard Deviation(%) NA 16.28 15.58 16.75 NA NA NA 20.52 16.66 12.93 13.61 22.41 12.83 30.69 10.83 13.24 10.51 10.97
Draw Down(%) NA 12.39 13.51 31.67 NA NA NA 12.39 13.51 9.57 12.74 30.41 7.20 32.53 7.29 22.34 4.08 3.58
Yield(%) 0.00 3.71 3.47 1.82 2.66 1.77 1.33 1.58 4.20 2.83 1.54 2.27 2.77 1.80 3.26 2.52 3.48 0.26
Data as of 06/18/2026, Common starting date is 10/25/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EFAX (SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF) -2.50%
Sep 2019 – Sep 2022
-1.35%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EFAX (SPDR® MSCI EAFE Fossil Fuel Reserves Free ETF) 22.25%
Sep 2022 – Sep 2025
11.73%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return