Carbon Credits
Expense Ratio
- 0.77%
Dividend Yield
- 10.77%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
KRBN KraneShares Global Carbon ETF | Commodities | 50% |
GRN iPath Series B Carbon ETN | Commodities | 50% |
Performance
The chart shows the growth of $10,000 invested in Carbon Credits in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,054 for a total return of roughly 70.54%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 22, 2023, the Carbon Credits returned 8.80% Year-To-Date and 22.46% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -1.87% | 4.25% | 2.64% | -10.31% | 8.28% | 8.28% |
| Carbon Credits | -4.14% | 8.80% | 22.38% | 7.77% | 22.46% | 22.46% |
| Portfolio components: | ||||||
KRBN KraneShares Global Carbon ETF | -2.80% | 6.42% | 18.59% | 1.96% | 38.62% | 38.62% |
GRN iPath Series B Carbon ETN | -5.60% | 10.95% | 25.96% | 13.38% | -13.19% | -13.19% |
| Returns over 1 year are annualized | ||||||
Dividends
Carbon Credits granted a 10.76% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 |
|---|---|---|---|
Dividend yield | 10.76% | 11.45% | 0.30% |
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 Carbon Credits. 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 Carbon Credits is 46.53%, recorded on Jul 22, 2021. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.53% | May 17, 2021 | 47 | Jul 22, 2021 | — | — | — |
| -20.75% | Sep 15, 2020 | 32 | Oct 28, 2020 | 26 | Dec 4, 2020 | 58 |
| -8.69% | Jan 8, 2021 | 6 | Jan 15, 2021 | 12 | Feb 3, 2021 | 18 |
| -7.77% | Aug 31, 2020 | 6 | Sep 8, 2020 | 4 | Sep 14, 2020 | 10 |
| -6.7% | Feb 16, 2021 | 10 | Mar 1, 2021 | 6 | Mar 9, 2021 | 16 |
| -6.64% | Mar 18, 2021 | 6 | Mar 25, 2021 | 7 | Apr 6, 2021 | 13 |
| -4.03% | Aug 6, 2020 | 6 | Aug 13, 2020 | 7 | Aug 24, 2020 | 13 |
| -3.53% | Dec 16, 2020 | 4 | Dec 21, 2020 | 3 | Dec 24, 2020 | 7 |
| -3.07% | Dec 29, 2020 | 3 | Dec 31, 2020 | 1 | Jan 4, 2021 | 4 |
| -2.59% | Feb 11, 2021 | 1 | Feb 11, 2021 | 1 | Feb 12, 2021 | 2 |
Volatility Chart
Current Carbon Credits volatility is 42.02%. 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.