Climate Impact
Expense Ratio
- 0.00%
Dividend Yield
- 1.95%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in Climate Impact in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,686 for a total return of roughly 6.86%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the Climate Impact returned 0.79% Year-To-Date and 3.86% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | -5.74% | -5.74% |
| Climate Impact | -8.44% | 0.79% | -10.27% | 0.96% | 3.86% | 3.86% |
| Portfolio components: | ||||||
NEE NextEra Energy, Inc. | 0.17% | -8.90% | -11.00% | -6.25% | 2.53% | 2.53% |
WM Waste Management, Inc. | 1.67% | -1.92% | -9.68% | 0.77% | 5.76% | 5.76% |
FSLR First Solar, Inc. | 20.95% | 33.27% | 51.20% | 157.28% | 56.47% | 56.47% |
SU.PA Schneider Electric S.E. | -3.56% | 11.75% | 17.16% | -2.63% | 5.70% | 5.70% |
CSIQ Canadian Solar Inc. | -11.29% | 13.37% | -13.25% | 5.64% | -11.92% | -11.92% |
SEDG SolarEdge Technologies, Inc. | -15.29% | -5.67% | -14.70% | -20.04% | -1.59% | -1.59% |
ENPH Enphase Energy, Inc. | -11.86% | -30.69% | -41.17% | 3.63% | -1.57% | -1.57% |
STM STMicroelectronics N.V. | -2.95% | 35.03% | 34.86% | 14.93% | 16.03% | 16.03% |
VIE.PA Veolia Environnement S.A. | -5.92% | 10.00% | 18.65% | -5.62% | 5.12% | 5.12% |
GLW Corning Incorporated | -6.50% | 3.60% | 2.30% | -9.19% | -8.61% | -8.61% |
XYL Xylem Inc. | -11.48% | -14.06% | 1.06% | 10.15% | -11.81% | -11.81% |
ED Consolidated Edison, Inc. | 4.97% | 1.22% | -0.31% | 10.36% | 21.04% | 21.04% |
ORA Ormat Technologies, Inc. | -12.19% | -6.92% | -15.19% | 3.15% | 9.79% | 9.79% |
NPI.TO Northland Power Inc. | 0.94% | -9.42% | -24.53% | -16.49% | -10.75% | -10.75% |
DUK Duke Energy Corporation | -2.11% | -5.45% | -7.43% | -5.45% | 1.87% | 1.87% |
FREY FREYR Battery | -16.32% | -16.13% | -49.90% | -24.48% | -13.59% | -13.59% |
SPWR SunPower Corporation | -21.96% | -31.39% | -53.34% | -38.76% | -39.25% | -39.25% |
AMRC Ameresco, Inc. | -21.90% | -24.48% | -41.45% | -41.31% | -21.12% | -21.12% |
LTHM Livent Corporation | -20.43% | 0.55% | -40.04% | -14.14% | 2.36% | 2.36% |
JKS JinkoSolar Holding Co., Ltd. | -18.12% | 4.60% | -26.38% | -12.95% | -12.81% | -12.81% |
NEP NextEra Energy Partners, LP | -14.28% | -10.17% | -22.76% | -18.82% | -8.36% | -8.36% |
INE.TO Innergex Renewable Energy Inc. | -5.87% | -8.95% | -26.00% | -20.74% | -18.73% | -18.73% |
ALB Albemarle Corporation | -22.84% | -3.68% | -27.04% | 9.93% | 13.67% | 13.67% |
ADSK Autodesk, Inc. | -12.69% | 6.55% | -1.09% | -2.64% | -20.21% | -20.21% |
CARR Carrier Global Corporation | -3.06% | 6.06% | 9.22% | -5.12% | -4.17% | -4.17% |
WY Weyerhaeuser Company | -10.33% | -2.64% | -3.14% | -21.95% | -2.26% | -2.26% |
WFG.TO West Fraser Timber Co. Ltd. | -8.31% | 3.61% | -5.62% | -14.54% | 10.52% | 10.52% |
AQUA Evoqua Water Technologies Corp. | -10.50% | 13.89% | 23.56% | 0.42% | 19.15% | 19.15% |
WCN Waste Connections, Inc. | -0.05% | 1.55% | -7.52% | -0.22% | 7.15% | 7.15% |
TSLA Tesla, Inc. | -13.92% | 46.23% | -40.70% | -35.69% | -10.76% | -10.76% |
| Returns over 1 year are annualized | ||||||
Dividends
Climate Impact granted a 1.96% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.96% | 1.56% | 1.20% | 1.24% | 1.61% | 1.84% | 1.64% | 2.01% | 2.23% | 2.17% | 2.40% | 2.67% |
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 Climate Impact. 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 Climate Impact is 26.50%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.5% | Nov 22, 2021 | 148 | Jun 16, 2022 | — | — | — |
| -6.45% | Aug 11, 2021 | 39 | Oct 4, 2021 | 8 | Oct 14, 2021 | 47 |
| -5.76% | Jul 13, 2021 | 5 | Jul 19, 2021 | 8 | Jul 29, 2021 | 13 |
| -2.18% | Nov 9, 2021 | 2 | Nov 10, 2021 | 2 | Nov 12, 2021 | 4 |
| -1.22% | Jul 8, 2021 | 1 | Jul 8, 2021 | 2 | Jul 12, 2021 | 3 |
| -0.95% | Oct 26, 2021 | 1 | Oct 26, 2021 | 1 | Oct 27, 2021 | 2 |
| -0.82% | Nov 18, 2021 | 1 | Nov 18, 2021 | 1 | Nov 19, 2021 | 2 |
| -0.53% | Nov 15, 2021 | 1 | Nov 15, 2021 | 1 | Nov 16, 2021 | 2 |
| -0.43% | Aug 4, 2021 | 1 | Aug 4, 2021 | 1 | Aug 5, 2021 | 2 |
| -0.29% | Oct 20, 2021 | 1 | Oct 20, 2021 | 1 | Oct 21, 2021 | 2 |
Volatility Chart
Current Climate Impact volatility is 29.86%. 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.