VanEck Energy Income ETF

10-Year Study

EINC.US · · US · ETF

Executive Summary: VanEck Energy Income ETF has compounded at 11.7% annually over the last 10 years, with a maximum drawdown of 56.8% and an annualized volatility of 18.9%.

1Y CAGR
+24.7%
3Y CAGR
+29.9%
5Y CAGR
+21.2%
10Y CAGR
+11.7%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
56.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.49
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.56
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
25.7%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · +42.8%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -19.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20267.610.53.5-3.5————————18.7%
20253.32.01.4-5.32.72.7-0.90.81.9-6.35.9-0.57.1%
20240.54.47.9-1.53.53.03.04.00.54.713.4-5.942.8%
20234.0-3.6-0.82.5-4.18.23.70.4-1.0-0.57.0-0.415.5%
20228.74.07.7-2.77.3-13.610.60.3-10.611.64.0-5.819.2%
20214.07.27.85.36.23.7-3.6-2.35.55.9-7.21.438.1%
2020-2.1-11.7-41.635.27.2-2.1-1.34.2-11.10.219.72.0-19.9%
201913.52.62.32.0-3.12.41.4-5.2-0.3-1.4-3.96.717.0%
20185.8-6.7-6.77.01.5-2.24.8-2.60.6-6.5-3.4-11.7-19.8%
20175.8-3.2-1.6-1.0-5.8-0.14.7-3.01.9-0.3-2.62.4-3.4%
2016———11.93.63.74.93.62.4-0.60.83.238.3%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 18.9%. The dominant macroeconomic risk driver is VTV.US, accounting for 25.8% of variance. Idiosyncratic stock-specific factors contribute 29.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111188.120922696457
2016-05-0111592.546795719096
2016-06-0112022.829854237349
2016-07-0112610.052932612945
2016-08-0113069.57379805203
2016-09-0113385.798953530159
2016-10-0113302.867132441172
2016-11-0113405.839033690481
2016-12-0113828.568992087517
2017-01-0114626.487016586365
2017-02-0114160.692205078849
2017-03-0113928.982585231252
2017-04-0113788.884760402263
2017-05-0112994.834654110651
2017-06-0112983.80956441759
2017-07-0113589.001711629946
2017-08-0113177.570947365855
2017-09-0113424.813152140146
2017-10-0113385.463936992526
2017-11-0113036.955369705976
2017-12-0113351.566354593684
2018-01-0114123.840385939051
2018-02-0113179.763782884918
2018-03-0112292.82272752191
2018-04-0113150.19095942645
2018-05-0113350.774497322913
2018-06-0113055.442191373628
2018-07-0113688.318887014148
2018-08-0113338.0438688928
2018-09-0113417.83871694757
2018-10-0112546.247510218003
2018-11-0112117.761358583428
2018-12-0110701.311437464594
2019-01-0112148.948352632315
2019-02-0112470.746965054728
2019-03-0112758.099786198536
2019-04-0113007.138897856503
2019-05-0112606.733223285475
2019-06-0112913.912932247473
2019-07-0113090.375279434247
2019-08-0112412.454087506318
2019-09-0112378.891521645111
2019-10-0112211.078692339084
2019-11-0111739.162215007522
2019-12-0112519.933483989254
2020-01-0112259.68654634497
2020-02-0110828.922282254478
2020-03-016319.203757058188
2020-04-018543.896303244786
2020-05-019161.697254691755
2020-06-018970.829196386692
2020-07-018850.649627522522
2020-08-019225.198116597938
2020-09-018197.245554939665
2020-10-018213.996381821393
2020-11-019836.116000998958
2020-12-0110029.115982725327
2021-01-0110427.35927782617
2021-02-0111176.151695488239
2021-03-0112043.448599326312
2021-04-0112681.594191422359
2021-05-0113474.03012712355
2021-06-0113976.128548891094
2021-07-0113474.03012712355
2021-08-0113157.86588374317
2021-09-0113884.882226458996
2021-10-0114709.175189284342
2021-11-0113651.83254046086
2021-12-0113846.477148826525
2022-01-0115045.562249118297
2022-02-0115651.698533845805
2022-03-0116857.088036254878
2022-04-0116408.318156068974
2022-05-0117607.799184996133
2022-06-0115215.750650236641
2022-07-0116831.5658672969
2022-08-0116889.188711770046
2022-09-0115095.022872492706
2022-10-0116838.692582733853
2022-11-0117512.65448830792
2022-12-0116500.26496762522
2023-01-0117165.394619025283
2023-02-0116543.329820735697
2023-03-0116416.663113460963
2023-04-0116826.266514792504
2023-05-0116137.259321073756
2023-06-0117466.422206114356
2023-07-0118110.59809588782
2023-08-0118174.64716667377
2023-09-0117983.93138861309
2023-10-0117898.2280670764
2023-11-0119148.997082310518
2023-12-0119065.577964439515
2024-01-0119154.540083205924
2024-02-0119990.16269621309
2024-03-0121564.344494460045
2024-04-0121236.028287578192
2024-05-0121986.221683488555
2024-06-0122638.072497578738
2024-07-0123306.978699039417
2024-08-0124250.87256580029
2024-09-0124362.950825663484
2024-10-0125509.407873497752
2024-11-0128929.835354599774
2024-12-0127224.662090137717
2025-01-0128127.897131649315
2025-02-0128689.598041066936
2025-03-0129085.222115964447
2025-04-0127531.78088700196
2025-05-0128272.380627516428
2025-06-0129022.20855084028
2025-07-0128754.62170541691
2025-08-0128972.869751661376
2025-09-0129517.606641855138
2025-10-0127672.030992075335
2025-11-0129292.749633004612
2025-12-0129160.539924834473
2026-01-0131369.182133263483
2026-02-0134655.93801584933
2026-03-0135880.27118065918
2026-04-0134611.47218449056
Annual Return Matrix
YearAnnual Return
2017-0.034493998458319575
2018-0.1984976778561457
20190.16994384820516317
2020-0.19894814173327946
20210.38062788112894697
20220.19165797843559051
20230.15547101830471433
20240.4279484283621644
20250.07110750643248687
20260.18692837216686176
Total Factor Risk
0.18937610243122083
VTI.US Exposure
0.12700754420322022
VEA.US Exposure
-0.008446239301207003
VWO.US Exposure
0.003624227333101574
QQQ.US Exposure
-0.028140892667588898
VTV.US Exposure
0.2578059078866706
IJR.US Exposure
-0.002960925395314605
QUAL.US Exposure
-0.025781673403543082
SHV.US Exposure
0.014814916775810965
TLT.US Exposure
0.050149047786861
LQD.US Exposure
0.13012768899014646
HYG.US Exposure
-0.015492626228052373
GLD.US Exposure
0.0023653206262340973
USO.US Exposure
0.11121187550055713
VNQ.US Exposure
0.02984522318385047
BTC-USD.CC Exposure
0.024711964935233238
CPER.US Exposure
0.014982139479595912
VIX.INDX Exposure
-0.013376534712765046
UUP.US Exposure
0.007144074199011537
TIP.US Exposure
0.026643811528076627
Idiosyncratic Exposure
0.2937651492801012
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
18.9%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-0.4%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+14.2%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
5.3% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.62
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is VanEck Energy Income ETF a high-risk investment?

VanEck Energy Income ETF (EINC.US) has an annualized volatility of 18.9% and experienced a maximum drawdown of 56.8% over the last 10 years. Its primary macro risk driver is VTV.US.

What is the 10-year return of EINC.US?

Over the past 10 years, EINC.US has generated a Compound Annual Growth Rate (CAGR) of 11.7%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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