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BlackRock U.S. Carbon Transition Readiness ETF (LC...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US09290C5094

CUSIP

09290C509

Issuer

Blackrock Financial Management

Inception Date

Apr 6, 2021

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

LCTU has an expense ratio of 0.15%, which is considered low compared to other funds.


Expense ratio chart for LCTU: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
LCTU vs. LCTD LCTU vs. VDC LCTU vs. SPY LCTU vs. QQQ LCTU vs. SCHD LCTU vs. IVV LCTU vs. VONG LCTU vs. PARWX LCTU vs. SPYG LCTU vs. BSJO
Popular comparisons:
LCTU vs. LCTD LCTU vs. VDC LCTU vs. SPY LCTU vs. QQQ LCTU vs. SCHD LCTU vs. IVV LCTU vs. VONG LCTU vs. PARWX LCTU vs. SPYG LCTU vs. BSJO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BlackRock U.S. Carbon Transition Readiness ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
9.75%
8.52%
LCTU (BlackRock U.S. Carbon Transition Readiness ETF)
Benchmark (^GSPC)

Returns By Period

BlackRock U.S. Carbon Transition Readiness ETF had a return of 25.07% year-to-date (YTD) and 25.74% in the last 12 months.


LCTU

YTD

25.07%

1M

0.54%

6M

9.75%

1Y

25.74%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of LCTU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.38%5.22%3.14%-4.35%4.70%3.62%1.23%2.61%2.08%-1.07%6.14%25.07%
20236.48%-2.35%3.00%1.13%0.26%6.82%3.58%-1.76%-4.86%-2.72%9.26%5.04%25.38%
2022-5.57%-3.70%3.54%-9.00%-0.11%-8.87%9.81%-3.85%-9.10%7.84%5.62%-6.18%-20.02%
20212.18%1.14%2.48%2.12%2.96%-4.31%7.14%-1.43%4.39%17.49%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 84, LCTU is among the top 16% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LCTU is 8484
Overall Rank
The Sharpe Ratio Rank of LCTU is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of LCTU is 8383
Sortino Ratio Rank
The Omega Ratio Rank of LCTU is 8484
Omega Ratio Rank
The Calmar Ratio Rank of LCTU is 8383
Calmar Ratio Rank
The Martin Ratio Rank of LCTU is 8585
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for BlackRock U.S. Carbon Transition Readiness ETF (LCTU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for LCTU, currently valued at 2.15, compared to the broader market0.002.004.002.152.10
The chart of Sortino ratio for LCTU, currently valued at 2.87, compared to the broader market-2.000.002.004.006.008.0010.002.872.80
The chart of Omega ratio for LCTU, currently valued at 1.40, compared to the broader market0.501.001.502.002.503.001.401.39
The chart of Calmar ratio for LCTU, currently valued at 3.10, compared to the broader market0.005.0010.0015.003.103.09
The chart of Martin ratio for LCTU, currently valued at 13.66, compared to the broader market0.0020.0040.0060.0080.00100.0013.6613.49
LCTU
^GSPC

The current BlackRock U.S. Carbon Transition Readiness ETF Sharpe ratio is 2.15. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of BlackRock U.S. Carbon Transition Readiness ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.15
2.10
LCTU (BlackRock U.S. Carbon Transition Readiness ETF)
Benchmark (^GSPC)

Dividends

Dividend History

BlackRock U.S. Carbon Transition Readiness ETF provided a 1.26% dividend yield over the last twelve months, with an annual payout of $0.81 per share.


1.40%1.60%1.80%2.00%2.20%$0.00$0.20$0.40$0.60$0.80$1.00$1.20202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$0.81$0.76$0.69$1.19

Dividend yield

1.26%1.46%1.62%2.20%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock U.S. Carbon Transition Readiness ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.17$0.00$0.00$0.16$0.00$0.00$0.25$0.00$0.00$0.23$0.81
2023$0.00$0.00$0.18$0.00$0.00$0.15$0.00$0.00$0.21$0.00$0.00$0.22$0.76
2022$0.00$0.00$0.18$0.00$0.00$0.13$0.00$0.00$0.19$0.00$0.00$0.19$0.69
2021$0.09$0.00$0.00$0.16$0.00$0.00$0.94$1.19

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.68%
-2.62%
LCTU (BlackRock U.S. Carbon Transition Readiness ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock U.S. Carbon Transition Readiness ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BlackRock U.S. Carbon Transition Readiness ETF was 25.93%, occurring on Oct 12, 2022. Recovery took 318 trading sessions.

The current BlackRock U.S. Carbon Transition Readiness ETF drawdown is 2.68%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.93%Jan 5, 2022194Oct 12, 2022318Jan 19, 2024512
-8.75%Jul 17, 202414Aug 5, 202419Aug 30, 202433
-5.61%Apr 1, 202415Apr 19, 202418May 15, 202433
-4.95%Sep 7, 202120Oct 4, 202111Oct 19, 202131
-4.62%Nov 9, 202116Dec 1, 202117Dec 27, 202133

Volatility

Volatility Chart

The current BlackRock U.S. Carbon Transition Readiness ETF volatility is 3.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.93%
3.79%
LCTU (BlackRock U.S. Carbon Transition Readiness ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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