Morgan Stanley ETF (EVTR) Performance
EVTR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.2% since Dec 31, 2025
- 1 year
- −0.9% total return
- Since first price
- +11.1% since 2024
EVTR trailing returns vs AGG, TLT, SPY
| Period | EVTR total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.7% | +0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.7% | −2.0% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.8% | −4.2% | −1.5% | −3.8% | +7.8% |
| YTD | −1.2% | −4.8% | −1.0% | −3.4% | +12.3% |
| 1 year | −0.9% | −5.6% | −1.1% | −6.9% | +14.4% |
| Since inceptionMar 25, 2024 | +11.1% | −1.9% | — | — | — |
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: EVTR vs AGG
From Mar 25, 2024: EVTR grew to $11,110, AGG to $10,868.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EVTR returns by calendar year
1 of 1 full years positive. Best 2025 (+8.1%), worst 2025 (+8.1%). 2026 is year to date.
EVTR annual returns table
| Year | EVTR | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.2% | −4.7% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.1% | −2.4% | +7.2% | +4.3% | +17.7% |
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.
EVTR risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +3.6% |
| Volatility (annualized) | 4.8% |
| Sharpe ratio | -0.12 |
| Sortino ratio | -0.15 |
| Best month | +2.5% |
| Worst month | −3.0% |
| Best 12 months | +9.5% |
| Worst 12 months | −1.7% |
| Positive months | 67% |
| 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.
EVTR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 20 | −1.7% | +5.5% | +9.5% | 90% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
EVTR performance overview
Morgan Stanley ETF (EVTR) returned −0.9% over the past year, with distributions reinvested. Since its first recorded price on Mar 25, 2024 it has returned +11.1%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: EVTR chart, EVTR dividends, EVTR bond profile. See the EVTR overview for the latest quote and fund facts.
EVTR performance FAQ
What is the EVTR return over the past year?
EVTR returned −0.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.6%.
How much would $10,000 invested in EVTR be worth?
$10,000 invested in EVTR at its first recorded close on March 25, 2024 would be worth about $11,110 on October 23, 2026 with distributions reinvested.
How volatile is EVTR?
Over the past history EVTR had an annualized volatility of 4.8% and a Sharpe ratio of -0.12 (excess return over 1–3 month T-bills per unit of risk).