ECF vs NZAC
Comparison between Ellsworth Growth and Income Fund Ltd (ECF, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI CLIMATE PARIS ALIGNED ETF (NZAC, ETF).
5-Year PerformanceNZAC has outperformed ECF, delivering a return of +8.9% compared to +4.2%
ECF vs NZAC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ECF vs NZAC - Historical Returns
Returns include dividend reinvestment.
ECF vs NZAC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ECF | NZAC |
|---|---|---|
| 2026 | +10.39% | +5.45% |
| 2025 | +31.41% | +20.53% |
| 2024 | +28.39% | +17.92% |
| 2023 | +7.98% | +22.65% |
| 2022 | -31.33% | -20.14% |
| 2021 | +0.80% | +19.09% |
| 2020 | +30.51% | +16.07% |
| 2019 | +47.82% | +28.09% |
| 2018 | -2.85% | -10.30% |
| 2017 | +19.34% | +22.82% |
| 2016 | +14.14% | +10.73% |
| 2015 | -0.99% | -2.15% |
| 2014 | +13.98% | -2.07% |
| 2013 | +15.71% | N/A |
| 2012 | +10.69% | N/A |
| 2011 | -8.03% | N/A |
| 2010 | +15.61% | N/A |
| 2009 | +38.37% | N/A |
| 2008 | -35.84% | N/A |
| 2007 | +10.78% | N/A |
| 2006 | +17.80% | N/A |
| 2005 | +0.74% | N/A |
| 2004 | +4.78% | N/A |
| 2003 | +7.45% | N/A |
| 2002 | -8.84% | N/A |
| 2001 | +12.55% | N/A |
| 2000 | +13.66% | N/A |
| 1999 | +2.28% | N/A |
ECF vs NZAC Drawdown Comparison
The maximum drawdown for ECF was -49.87%, occurring on Oct 10, 2008. Recovery took 801 trading sessions.
The maximum drawdown for NZAC was -33.72%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current ECF drawdown is -7.93%. The current NZAC drawdown is -3.67%.
| Rank | ECF | NZAC |
|---|---|---|
| #1 | -49.87% Oct 29, 2007 - Jan 3, 2011 | -33.72% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -47.25% Feb 16, 2021 - Oct 8, 2025 | -28.30% Jan 4, 2022 - Feb 7, 2024 |
| #3 | -42.19% Feb 20, 2020 - Aug 3, 2020 | -19.53% Jan 26, 2018 - Jul 3, 2019 |
| #4 | -22.03% Sep 26, 2018 - Jun 18, 2019 | -18.13% May 19, 2015 - Dec 13, 2016 |
| #5 | -20.58% Jun 23, 2015 - Aug 9, 2016 | -16.19% Feb 20, 2025 - May 19, 2025 |
| #6 | -20.19% May 31, 2011 - Oct 3, 2012 | -10.10% Jan 27, 2026 - Apr 15, 2026 |
| #7 | -20.18% Jan 9, 2002 - Jun 6, 2003 | -7.72% Jul 12, 2024 - Aug 19, 2024 |
| #8 | -16.57% Aug 31, 2001 - Nov 21, 2001 | -7.46% Sep 2, 2020 - Nov 6, 2020 |
| #9 | -14.75% Aug 31, 2000 - Jan 30, 2001 | -6.50% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -14.28% Mar 5, 2004 - Jan 9, 2006 | -5.72% Mar 27, 2024 - May 14, 2024 |
| #11 | -13.92% Jul 23, 2007 - Oct 5, 2007 | -5.69% Sep 3, 2021 - Oct 28, 2021 |
| #12 | -13.17% Jan 28, 2026 - Apr 24, 2026 | -5.62% Dec 6, 2024 - Feb 18, 2025 |
| #13 | -11.90% Aug 18, 2020 - Nov 16, 2020 | -5.50% Oct 28, 2025 - Dec 24, 2025 |
| #14 | -10.00% Jan 24, 2018 - Jun 20, 2018 | -5.31% Nov 26, 2014 - Feb 13, 2015 |
| #15 | -9.60% Sep 3, 2014 - Nov 26, 2014 | -5.06% Feb 16, 2021 - Apr 5, 2021 |
Correlation
Correlation between ECF and NZAC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
ECF vs NZAC dividend yield comparison.
| Year | ECF | NZAC |
|---|---|---|
| 2026 | 3.04% | 0.66% |
| 2025 | 7.39% | 1.90% |
| 2024 | 5.47% | 1.88% |
| 2023 | 6.44% | 1.65% |
| 2022 | 6.52% | 1.81% |
| 2021 | 12.14% | 1.62% |
| 2020 | 9.59% | 1.59% |
| 2019 | 6.63% | 2.17% |
| 2018 | 5.82% | 2.53% |
| 2017 | 4.68% | 2.20% |
| 2016 | 5.32% | 2.00% |
| 2015 | 10.22% | 2.40% |
| 2014 | 6.08% | 0.18% |
| 2013 | 2.97% | 0.00% |
| 2012 | 3.68% | 0.00% |
| 2011 | 3.70% | 0.00% |
| 2010 | 3.72% | 0.00% |
| 2009 | 4.79% | 0.00% |
| 2008 | 7.64% | 0.00% |
| 2007 | 14.06% | 0.00% |
| 2006 | 7.16% | 0.00% |
| 2005 | 3.94% | 0.00% |
| 2004 | 3.65% | 0.00% |
| 2003 | 4.00% | 0.00% |
| 2002 | 4.51% | 0.00% |
| 2001 | 5.55% | 0.00% |
| 2000 | 21.69% | 0.00% |
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