Morgan Stanley ETF (EVSB) Performance
EVSB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.1% since Dec 31, 2025
- 1 year
- +4.0% total return
- 3 years
- +5.4% a year
- Since first price
- +5.4% a year since 2023
EVSB trailing returns vs AGG, TLT, SPY
| Period | EVSB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.9% | −0.2% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.9% | −0.2% | −1.5% | −3.8% | +7.8% |
| YTD | +3.1% | −0.2% | −1.0% | −3.4% | +12.3% |
| 1 year | +4.0% | −0.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +17.0%+5.4%/yr | +1.4% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 19, 2023 | +17.0%+5.4%/yr | +1.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EVSB vs AGG
From Oct 19, 2023: EVSB grew to $11,702, AGG to $11,746.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EVSB returns by calendar year
2 of 2 full years positive. Best 2024 (+6.0%), worst 2025 (+5.1%). 2026 is year to date.
EVSB annual returns table
| Year | EVSB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +3.1% | −0.1% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.1% | −0.3% | +7.2% | +4.3% | +17.7% |
| 2024 | +6.0% | −0.2% | +1.3% | −8.1% | +24.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EVSB risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +5.3% |
| Volatility (annualized) | 0.6% |
| Sharpe ratio | 1.70 |
| Sortino ratio | 3.86 |
| Best month | +0.8% |
| Worst month | +0.0% |
| Best 12 months | +6.9% |
| Worst 12 months | +3.9% |
| Positive months | 100% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EVSB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 25 | +3.9% | +5.1% | +6.9% | 100% |
| 3-year (a year) | 1 | +5.3% | +5.3% | +5.3% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
EVSB performance overview
Morgan Stanley ETF (EVSB) returned +4.0% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +5.4% a year, turning $10,000 into about $11,702. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: EVSB chart, EVSB dividends, EVSB bond profile. See the EVSB overview for the latest quote and fund facts.
EVSB performance FAQ
What is the EVSB return over the past year?
EVSB returned +4.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.6%.
How much would $10,000 invested in EVSB be worth?
$10,000 invested in EVSB at its first recorded close on October 19, 2023 would be worth about $11,702 on October 23, 2026 with distributions reinvested.
What was the worst year for EVSB?
The worst calendar year was 2025, with a total return of +5.1%. The best was 2024 at +6.0%.
How volatile is EVSB?
Over the past history EVSB had an annualized volatility of 0.6% and a Sharpe ratio of 1.70 (excess return over 1–3 month T-bills per unit of risk).