- Issuer
- Empowered Funds
- Inception Date
- Dec 11, 2024
- Category
- Long-Short
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
EMPB Performance Chart
Efficient Market Portfolio Plus ETF (EMPB) is up 13.4% since the beginning of the year. EMPB is currently trading at $33 per share.
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Returns By Period
Efficient Market Portfolio Plus ETF (EMPB) has returned 13.39% so far this year and 21.24% over the past 12 months.
Efficient Market Portfolio Plus ETF
- 1D
- 0.26%
- 1M
- 1.69%
- YTD
- 13.39%
- 6M
- 13.34%
- 1Y
- 21.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
EMPB Monthly Returns History
Based on dividend-adjusted daily data since Dec 12, 2024, EMPB's average daily return is +0.07%, while the average monthly return is +1.45%. At this rate, an investment would double in approximately 4.0 years.
Historically, 74% of months were positive and 26% were negative. The best month was May 2026 with a return of +6.4%, while the worst month was Mar 2025 at -2.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 2 months.
On a daily basis, EMPB closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +3.3%, while the worst single day was Jan 27, 2025 at -2.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.34% | 2.38% | -1.38% | 5.47% | 6.36% | -0.22% | 13.39% | ||||||
| 2025 | 1.77% | 0.02% | -2.00% | 2.52% | 4.87% | 4.11% | 1.01% | 1.77% | 1.48% | 0.99% | -1.52% | -0.86% | 14.84% |
| 2024 | 0.43% | 0.43% |
Benchmark Metrics
Efficient Market Portfolio Plus ETF has an annualized alpha of 12.04%, beta of 0.47, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since December 12, 2024.
- This ETF captured 60.72% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -4.77%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.47 may look defensive, but with R2 of 0.49 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.49 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 12.04%
- Beta
- 0.47
- R²
- 0.49
- Upside Capture
- 60.72%
- Downside Capture
- -4.77%
Expense Ratio
EMPB has a high expense ratio of 1.82%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
EMPB ranks 62 for risk / return — better than 62% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Efficient Market Portfolio Plus ETF (EMPB) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EMPB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | 2.78 | +0.78 |
| Martin ratioReturn relative to average drawdown | 10.49 | 12.44 | -1.95 |
Dividends
Dividend History
Efficient Market Portfolio Plus ETF provided a 0.77% dividend yield over the last twelve months, with an annual payout of $0.25 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.25 | $0.25 | $0.07 |
Dividend yield | 0.77% | 0.88% | 0.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Efficient Market Portfolio Plus ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2024 | $0.07 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Efficient Market Portfolio Plus ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Efficient Market Portfolio Plus ETF was 7.55%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The current Efficient Market Portfolio Plus ETF drawdown is 0.69%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -7.55%Apr 2025 | 1mo 17d | 1mo 4d | 2mo 21dFeb 2025 - May 2025 |
2026 pullback2026 | -5.98%Jan 2026 | 3mo 9d | 27d | 4mo 6dOct 2025 - Feb 2026 |
2026 pullback2026 | -5.56%Mar 2026 | 1mo 2d | 18d | 1mo 20dFeb 2026 - Apr 2026 |
2025 pullback2025 | -4.08%Jan 2025 | 7d | 8d | 15dJan 2025 - Jan 2025 |
2025 pullback2025 | -2.65%Jan 2025 | 0s | 9d | 9dJan 2025 - Feb 2025 |
Drawdown Indicators
| EMPB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.55% | -56.78% | +49.23% |
Max Drawdown (1Y)Largest decline over 1 year | -5.98% | -9.10% | +3.12% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.69% | -1.80% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -1.46% | -10.71% | +9.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.03% | 0.00% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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