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Impact Shares Sustainable Development Goals Global ETF (SDGA)

ETF · Currency in USD
Issuer
Impact Shares
Inception Date
Sep 20, 2018
Region
Developed Markets (Broad)
Category
Large Cap Blend Equities
Expense Ratio
0.75%
Index Tracked
Morningstar Societal Development Index
ETF Home Page
www.impactetfs.org
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

SDGAPrice Chart


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SDGAPerformance

The chart shows the growth of $10,000 invested in Impact Shares Sustainable Development Goals Global ETF on Sep 28, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,606 for a total return of roughly 56.06%. All prices are adjusted for splits and dividends.


SDGA (Impact Shares Sustainable Development Goals Global ETF)
Benchmark (S&P 500)

SDGAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD0.13%-2.17%
1M4.47%0.62%
6M9.34%6.95%
1Y16.22%22.39%
5Y15.19%19.11%
10Y15.19%19.11%

SDGAMonthly Returns Heatmap


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SDGASharpe 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 Impact Shares Sustainable Development Goals Global ETF Sharpe ratio is 1.30. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


SDGA (Impact Shares Sustainable Development Goals Global ETF)
Benchmark (S&P 500)

SDGADividends

Impact Shares Sustainable Development Goals Global ETF granted a 11.46% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $3.10 per share.


PeriodTTM2021202020192018
Dividend$3.10$3.10$0.24$0.45$0.06

Dividend yield

11.46%11.47%1.05%2.29%0.40%

SDGADrawdowns Chart

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


SDGA (Impact Shares Sustainable Development Goals Global ETF)
Benchmark (S&P 500)

SDGAWorst Drawdowns

The table below shows the maximum drawdowns of the Impact Shares Sustainable Development Goals Global 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 Impact Shares Sustainable Development Goals Global ETF is 32.05%, recorded on Mar 23, 2020. It took 140 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.05%Jan 21, 202044Mar 23, 2020140Oct 9, 2020184
-12.32%Sep 28, 201822Dec 24, 201840Feb 22, 201962
-6.28%Jul 5, 201936Aug 23, 201944Oct 25, 201980
-5.7%Oct 13, 202014Oct 30, 20204Nov 5, 202018
-5.64%Nov 9, 202116Dec 1, 202119Dec 29, 202135
-5.1%Apr 24, 201925May 29, 201914Jun 18, 201939
-4.3%Jan 8, 202115Jan 29, 202128Mar 11, 202143
-4.22%Sep 7, 202110Sep 20, 202119Oct 15, 202129
-3.73%Jun 14, 202125Jul 19, 20218Jul 29, 202133
-3.18%May 10, 20213May 12, 20216May 20, 20219

SDGAVolatility Chart

Current Impact Shares Sustainable Development Goals Global ETF volatility is 9.17%. 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.


SDGA (Impact Shares Sustainable Development Goals Global ETF)
Benchmark (S&P 500)

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