SmartETFs Smart Transportation & Technology ETF (MOTO)
MOTO is an actively managed ETF by Guinness Atkinson Asset Management. MOTO launched on Nov 15, 2019 and has a 0.68% expense ratio.
ETF Info
ISIN | US4020318766 |
---|---|
CUSIP | 402031876 |
Issuer | Guinness Atkinson Asset Management |
Inception Date | Nov 15, 2019 |
Region | Global ex-U.S. (Broad) |
Category | Transportation Equities, Actively Managed |
Index Tracked | No Index (Active) |
Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The SmartETFs Smart Transportation & Technology ETF has a high expense ratio of 0.68%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in SmartETFs Smart Transportation & Technology ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
SmartETFs Smart Transportation & Technology ETF had a return of 4.60% year-to-date (YTD) and 12.39% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 4.60% | 10.16% |
1 month | 4.17% | 3.47% |
6 months | 10.07% | 22.20% |
1 year | 12.39% | 30.45% |
5 years (annualized) | N/A | 13.16% |
10 years (annualized) | N/A | 10.89% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -6.64% | 8.06% | ||||||||||
2023 | -5.70% | -5.84% | -10.99% | 11.70% | 6.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for SmartETFs Smart Transportation & Technology ETF (MOTO) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
SmartETFs Smart Transportation & Technology ETF | 0.81 | ||||
S&P 500 | 2.79 |
Dividends
Dividend History
SmartETFs Smart Transportation & Technology ETF granted a 2.61% dividend yield in the last twelve months. The annual payout for that period amounted to $1.14 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|
Dividend | $1.14 | $1.14 | $0.79 | $0.26 | $1.10 |
Dividend yield | 2.61% | 2.73% | 2.33% | 0.55% | 2.71% |
Monthly Dividends
The table displays the monthly dividend distributions for SmartETFs Smart Transportation & Technology ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.14 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 |
2020 | $1.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the SmartETFs Smart Transportation & Technology 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 SmartETFs Smart Transportation & Technology ETF was 38.24%, occurring on Mar 18, 2020. Recovery took 55 trading sessions.
The current SmartETFs Smart Transportation & Technology ETF drawdown is 8.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-38.24% | Feb 13, 2020 | 24 | Mar 18, 2020 | 55 | Jun 5, 2020 | 79 |
-37.34% | Nov 8, 2021 | 236 | Oct 14, 2022 | — | — | — |
-9.11% | Feb 17, 2021 | 14 | Mar 8, 2021 | 102 | Aug 2, 2021 | 116 |
-8.41% | Sep 3, 2020 | 15 | Sep 24, 2020 | 9 | Oct 7, 2020 | 24 |
-8.3% | Jun 9, 2020 | 3 | Jun 11, 2020 | 16 | Jul 6, 2020 | 19 |
Volatility
Volatility Chart
The current SmartETFs Smart Transportation & Technology ETF volatility is 4.85%, 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.