Renewable Energy
Expense Ratio
- 0.00%
Dividend Yield
- 1.55%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in Renewable Energy in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $8,838 for a total return of roughly -11.62%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Apr 1, 2023, the Renewable Energy returned 7.42% Year-To-Date and -8.09% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 3.51% | 7.03% | 12.88% | -10.71% | -7.37% | -7.37% |
| Renewable Energy | 1.72% | 7.42% | -2.00% | 1.15% | -8.09% | -8.09% |
| Portfolio components: | ||||||
ENPH Enphase Energy, Inc. | -0.12% | -20.64% | -24.32% | 6.93% | -4.36% | -4.36% |
SEDG SolarEdge Technologies, Inc. | -4.39% | 7.30% | 29.03% | -3.27% | -9.46% | -9.46% |
FSLR First Solar, Inc. | 28.59% | 45.20% | 66.12% | 165.44% | 51.94% | 51.94% |
ED Consolidated Edison, Inc. | 7.07% | 1.26% | 11.08% | 4.48% | 21.05% | 21.05% |
PLUG Plug Power Inc. | -21.18% | -5.25% | -44.30% | -58.72% | -54.49% | -54.49% |
ORA Ormat Technologies, Inc. | 0.43% | -1.84% | -1.58% | 6.99% | 11.51% | 11.51% |
NPI.TO Northland Power Inc. | 2.51% | -7.95% | -14.90% | -15.45% | -8.05% | -8.05% |
DUK Duke Energy Corporation | 2.34% | -5.37% | 3.54% | -10.05% | -0.15% | -0.15% |
GE General Electric Company | 12.96% | 46.35% | 95.67% | 30.09% | 11.38% | 11.38% |
RNW.TO TransAlta Renewables Inc. | 9.37% | 12.77% | -12.04% | -28.28% | -21.25% | -21.25% |
STEM Stem, Inc. | -30.51% | -36.58% | -56.22% | -49.19% | -61.60% | -61.60% |
MAXN Maxeon Solar Technologies, Ltd. | 50.80% | 65.26% | 13.37% | 82.78% | 12.83% | 12.83% |
FREY FREYR Battery | -2.09% | 2.42% | -35.16% | -22.76% | -12.45% | -12.45% |
IEA Infrastructure and Energy Alternatives, Inc. | 0.00% | 0.00% | 0.81% | 6.85% | 14.73% | 14.73% |
BE Bloom Energy Corporation | -8.11% | 4.24% | -1.29% | -18.79% | -23.05% | -23.05% |
AMRC Ameresco, Inc. | 11.99% | -13.86% | -22.86% | -39.71% | -28.26% | -28.26% |
SPWR SunPower Corporation | -7.86% | -23.24% | -38.60% | -33.81% | -44.15% | -44.15% |
CSIQ Canadian Solar Inc. | 0.15% | 28.83% | 6.90% | 13.42% | -1.75% | -1.75% |
NOVA Sunnova Energy International Inc. | -12.15% | -13.27% | -29.06% | -34.73% | -51.00% | -51.00% |
LTHM Livent Corporation | -7.38% | 9.31% | -29.27% | -17.07% | -13.77% | -13.77% |
JKS JinkoSolar Holding Co., Ltd. | -3.74% | 24.80% | -2.00% | 2.29% | -9.95% | -9.95% |
AY Atlantica Sustainable Infrastructure plc | 8.87% | 16.02% | 16.06% | -10.06% | -13.02% | -13.02% |
FLNC Fluence Energy, Inc. | 8.46% | 18.08% | 41.61% | 51.80% | -31.18% | -31.18% |
NEP NextEra Energy Partners, LP | -8.32% | -12.37% | -15.45% | -24.70% | -18.13% | -18.13% |
ARRY Array Technologies, Inc. | 16.76% | 13.19% | 33.17% | 93.63% | 10.64% | 10.64% |
BLNK Blink Charging Co. | -4.42% | -21.15% | -52.68% | -67.57% | -56.85% | -56.85% |
INE.TO Innergex Renewable Energy Inc. | 2.23% | -8.25% | -12.66% | -23.27% | -17.12% | -17.12% |
ALB Albemarle Corporation | -12.92% | 2.12% | -16.44% | -0.32% | -6.46% | -6.46% |
IFX.DE Infineon Technologies AG | 12.43% | 33.72% | 70.52% | 20.36% | -3.02% | -3.02% |
TSLA Tesla, Inc. | 0.85% | 68.42% | -22.65% | -43.11% | -31.24% | -31.24% |
| Returns over 1 year are annualized | ||||||
Dividends
Renewable Energy granted a 1.55% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.55% | 1.25% | 1.04% | 1.04% | 1.37% | 1.86% | 1.68% | 1.60% | 2.07% | 1.64% | 1.47% | 1.36% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Renewable Energy. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Renewable Energy is 40.59%, recorded on May 11, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.59% | Nov 15, 2021 | 127 | May 11, 2022 | — | — | — |
| -3.89% | Nov 9, 2021 | 2 | Nov 10, 2021 | 2 | Nov 12, 2021 | 4 |
| -1.05% | Nov 2, 2021 | 1 | Nov 2, 2021 | 1 | Nov 3, 2021 | 2 |
| -0.49% | Nov 5, 2021 | 1 | Nov 5, 2021 | 1 | Nov 8, 2021 | 2 |
Volatility Chart
Current Renewable Energy volatility is 34.97%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.