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SonicShares Global Shipping ETF (BOAT)

ETF · Currency in USD · Last updated Aug 6, 2022

BOAT is a passive ETF by Toroso Investments tracking the investment results of the Solactive Global Shipping Index - Benchmark TR Net. BOAT launched on Aug 3, 2021 and has a 0.69% expense ratio.

ETF Info

ISINUS8863646456
CUSIP886364645
IssuerToroso Investments
Inception DateAug 3, 2021
RegionGlobal (Broad)
CategoryTransportation Equities
Expense Ratio0.69%
Index TrackedSolactive Global Shipping Index - Benchmark TR Net
Asset ClassEquity

Trading Data

Previous Close$32.53
Year Range$24.39 - $37.61
EMA (50)$31.12
EMA (200)$30.21
Average Volume$30.88K

BOATShare Price Chart


Chart placeholderClick Calculate to get results

BOATPerformance

The chart shows the growth of $10,000 invested in SonicShares Global Shipping ETF in Aug 2021 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,770 for a total return of roughly 37.70%. All prices are adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%30.00%MarchAprilMayJuneJulyAugust
8.55%
-7.55%
BOAT (SonicShares Global Shipping ETF)
Benchmark (^GSPC)

BOATReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M19.53%8.19%
6M11.20%-7.42%
YTD11.79%-13.03%
1Y37.70%-5.85%
5Y37.53%-5.83%
10Y37.53%-5.83%

BOATMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20220.40%14.20%3.60%-7.96%13.80%-21.69%13.33%1.23%
202114.82%0.24%-2.15%-2.23%11.88%

BOATSharpe 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 current SonicShares Global Shipping ETF Sharpe ratio is 1.03. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


0.000.501.00Fri 05
1.03
-0.31
BOAT (SonicShares Global Shipping ETF)
Benchmark (^GSPC)

BOATDividend History

SonicShares Global Shipping ETF granted a 7.55% dividend yield in the last twelve months. The annual payout for that period amounted to $2.46 per share.


PeriodTTM2021
Dividend$2.46$0.40

Dividend yield

7.55%1.39%

BOATDrawdowns Chart

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


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-13.52%
-13.58%
BOAT (SonicShares Global Shipping ETF)
Benchmark (^GSPC)

BOATWorst Drawdowns

The table below shows the maximum drawdowns of the SonicShares Global Shipping 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 SonicShares Global Shipping ETF is 29.57%, recorded on Jul 6, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.57%May 31, 202225Jul 6, 2022
-16.67%Sep 17, 202120Oct 14, 202156Jan 4, 202276
-15.28%Mar 21, 202226Apr 26, 202219May 23, 202245
-10.19%Jan 18, 20226Jan 25, 202211Feb 9, 202217
-5.46%Aug 18, 20213Aug 20, 20213Aug 25, 20216
-2.84%Jan 5, 20224Jan 10, 20222Jan 12, 20226
-2.68%Mar 7, 20222Mar 8, 20223Mar 11, 20225
-2.44%Sep 8, 20211Sep 8, 20212Sep 10, 20213
-2.26%Mar 14, 20222Mar 15, 20221Mar 16, 20223
-2.18%Mar 1, 20221Mar 1, 20222Mar 3, 20223

BOATVolatility Chart

Current SonicShares Global Shipping ETF volatility is 22.37%. 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.


10.00%20.00%30.00%40.00%50.00%60.00%MarchAprilMayJuneJulyAugust
22.37%
19.67%
BOAT (SonicShares Global Shipping ETF)
Benchmark (^GSPC)