Renewable Energy

The chart shows the growth of an initial investment of $10,000 in Renewable Energy, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Oct 29, 2021, Renewable Energy's average daily return is 0.00%, while the average monthly return is +0.03%. At this rate, your investment would double in approximately 192.6 years.

Historically, 45% of months were positive and 55% were negative. The best month was May 2024 with a return of +24.8%, while the worst month was Oct 2023 at -19.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Renewable Energy closed higher 49% of trading days. The best single day was Jul 28, 2022 with a return of +9.2%, while the worst single day was May 9, 2022 at -7.8%.

Renewable Energy has an annualized alpha of -11.58%, beta of 1.31, and R² of 0.38 versus S&P 500 Index. Calculated based on daily prices since October 29, 2021.

• This portfolio participated in 158.40% of S&P 500 Index downside but only 109.79% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.38 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Renewable Energy has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Renewable Energy ranks 75 for risk / return — better than 75% of portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Renewable Energy Sharpe ratios as of Apr 3, 2026 (values are recalculated daily):

• 1-Year: 1.63
• All Time: -0.16

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 0.98 to 1.66, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Renewable Energy compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Renewable Energy provided a 0.71% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the Renewable Energy. 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 Renewable Energy was 63.25%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Renewable Energy drawdown is 29.50%.

The chart below shows the rolling one-month volatility.