Hennessy Stance ESG ETF (STNC) Performance
STNC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.8% since Dec 31, 2025
- 1 year
- +12.5% total return
- 5 years
- +6.8% a year
- Since first price
- +7.9% a year since 2021
STNC trailing returns vs SPY, QQQ, AGG
| Period | STNC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +3.4% | +3.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.5% | +0.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.4% | +2.4% | +7.8% | +8.4% | −1.5% |
| YTD | +11.8% | +11.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.5% | +11.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +55.0%+15.7%/yr | +51.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +39.0%+6.8%/yr | +34.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMar 16, 2021 | +53.3%+7.9%/yr | +48.8% | — | — | — |
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: STNC vs SPY
From Mar 16, 2021: STNC grew to $15,328, SPY to $20,724.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
STNC returns by calendar year
3 of 4 full years positive. Best 2023 (+11.5%), worst 2022 (−13.1%). 2026 is year to date.
STNC annual returns table
| Year | STNC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.8% | −8.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +10.3% | −17.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +8.9% | −7.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +11.5% | −14.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.1% | −21.4% | −18.2% | −32.6% | −13.0% |
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.
STNC largest drawdowns
Now 3.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 29, 2021 | −22.3% | Jun 16, 2022 | Feb 22, 2024 | 6 months | 2.1 years |
| Nov 29, 2024 | −17.9% | Apr 8, 2025 | Aug 12, 2025 | 4 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
STNC risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +12.7% | +6.8% | +7.5% |
| Volatility (annualized) | 13.5% | 15.4% | 15.1% |
| Sharpe ratio | 0.63 | 0.27 | 0.34 |
| Sortino ratio | 1.04 | 0.42 | 0.52 |
| Best month | +11.1% | +11.1% | +11.1% |
| Worst month | −5.9% | −7.0% | −7.0% |
| Best 12 months | +28.4% | +28.4% | +28.4% |
| Worst 12 months | −0.6% | −13.1% | −13.1% |
| Positive months | 67% | 58% | 61% |
| Beta vs S&P 500 | 0.78 | 0.82 | — |
| Correlation with S&P 500 | 0.72 | 0.84 | — |
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.
STNC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 56 | −13.1% | +8.4% | +28.4% | 77% |
| 3-year (a year) | 32 | +1.8% | +7.8% | +16.4% | 100% |
| 5-year (a year) | 8 | +5.9% | +7.2% | +8.4% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
STNC performance overview
Hennessy Stance ESG ETF (STNC) returned +12.5% over the past year and +6.8% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +7.9% a year, turning $10,000 into about $15,328. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −22.3%, from Dec 29, 2021 to Jun 16, 2022, and it took 1.7 years to get back to the old high. STNC finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+11.5%) and the worst 2022 (−13.1%). Volatility has been 15.1% a year.
Related: STNC chart, STNC holdings, STNC dividends, STNC valuation. See the STNC overview for the latest quote and fund facts.
STNC performance FAQ
What is the STNC return over the past year?
STNC returned +12.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.4%.
What is the average annual return of STNC?
STNC has returned +6.8% a year over 5 years, +7.9% a year since March 16, 2021 (total return, distributions reinvested).
How much would $10,000 invested in STNC be worth?
$10,000 invested in STNC at its first recorded close on March 16, 2021 would be worth about $15,328 on October 23, 2026 with distributions reinvested.
What was the worst year for STNC?
The worst calendar year was 2022, with a total return of −13.1%. The best was 2023 at +11.5%.
What is the biggest drawdown of STNC?
The largest peak-to-trough decline was −22.3% between December 29, 2021 and June 16, 2022. It recovered to the old high on February 22, 2024, 1.7 years after the bottom.
How volatile is STNC?
Over the past 3 years STNC had an annualized volatility of 13.5% and a Sharpe ratio of 0.63 (excess return over 1–3 month T-bills per unit of risk).