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
MSMR (ETF Series Solutions – McElhenny Sheffield Managed Risk ETF) 3.15% 18.92% 15.30% NA NA NA NA
Data as of 06/18/2026, Common starting date is 11/17/2021
More Performance Analytics Comparison
Name Start Date End Date
MSMR (ETF Series Solutions – McElhenny Sheffield Managed Risk ETF) 11/17/2021 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
Annualized Return (%) -2.14 18.92 15.30 NA NA NA NA 3.15 17.06 21.58 18.77 -11.88 -1.12
Sharpe Ratio NA 1.40 1.17 NA NA NA NA 0.58 1.35 1.64 1.38 -2.06 -1.06
Standard Deviation(%) NA 12.47 11.27 NA NA NA NA 13.80 10.56 10.94 11.03 6.48 8.58
Draw Down(%) NA 7.05 8.84 NA NA NA NA 7.05 8.84 4.92 8.66 13.50 3.55
Yield(%) 0.00 2.21 2.15 1.47 0.73 0.49 0.37 0.76 1.73 2.71 0.95 0.57 0.07
Data as of 06/18/2026, Common starting date is 11/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSMR (ETF Series Solutions – McElhenny Sheffield Managed Risk ETF) 8.36%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSMR (ETF Series Solutions – McElhenny Sheffield Managed Risk ETF) 20.11%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return