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AVDR U.S. LargeCap ESG ETF (AVDG)

ETF · Currency in USD
Issuer
New Age Alpha Advisors LLC
Inception Date
Dec 30, 2020
Region
North America (Broad)
Category
Large Cap Growth Equities
Expense Ratio
0.60%
Index Tracked
New Age Alpha U.S. Large-Cap ESG Index
ETF Home Page
www.newagealphaetfs.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

AVDGPrice Chart


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AVDGPerformance

The chart shows the growth of $10,000 invested in AVDR U.S. LargeCap ESG ETF on Dec 31, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,830 for a total return of roughly 28.30%. All prices are adjusted for splits and dividends.


AVDG (AVDR U.S. LargeCap ESG ETF)
Benchmark (S&P 500)

AVDGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M2.31%0.43%
6M12.00%9.37%
YTD27.79%22.33%
1Y28.30%23.11%
5YN/A
10YN/A

AVDGMonthly Returns Heatmap


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AVDGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The chart below displays rolling 12-month Sharpe Ratio.


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AVDGDividends


AVDR U.S. LargeCap ESG ETF doesn't pay dividends

AVDGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


AVDG (AVDR U.S. LargeCap ESG ETF)
Benchmark (S&P 500)

AVDGWorst Drawdowns

The table below shows the maximum drawdowns of the AVDR U.S. LargeCap ESG ETF. 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 AVDR U.S. LargeCap ESG ETF is 6.00%, recorded on Oct 4, 2021. It took 13 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-6%Sep 7, 202120Oct 4, 202113Oct 21, 202133
-5.56%Feb 18, 202111Mar 4, 20217Mar 15, 202118
-4.15%Apr 19, 202118May 12, 20218May 24, 202126
-3.1%Jan 22, 20214Jan 27, 20216Feb 4, 202110
-2.75%Jul 13, 20215Jul 19, 20215Jul 26, 202110
-2.1%Nov 22, 20214Nov 26, 2021
-1.95%Aug 17, 20212Aug 18, 20213Aug 23, 20215
-1.68%Jun 14, 20215Jun 18, 20214Jun 24, 20219
-1.5%Jul 27, 20215Aug 2, 20218Aug 12, 202113
-1.35%Jan 14, 20212Jan 15, 20212Jan 20, 20214

AVDGVolatility Chart

Current AVDR U.S. LargeCap ESG ETF volatility is 13.28%. 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.


AVDG (AVDR U.S. LargeCap ESG ETF)
Benchmark (S&P 500)

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