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iClima Distributed Renewable Energy Transition Leaders ETF (SHFT)

ETF · Currency in USD
Issuer
Toroso Investments
Inception Date
Jul 20, 2021
Region
Global (Broad)
Category
Alternative Energy Equities
Expense Ratio
0.65%
Index Tracked
iClima Distributed Renewable Energy Index - Benchmark TR Gross
ETF Home Page
www.iclimaetfs.earth
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

SHFTPrice Chart


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SHFTPerformance

The chart shows the growth of $10,000 invested in iClima Distributed Renewable Energy Transition Leaders ETF on Jul 22, 2021 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,096 for a total return of roughly -9.04%. All prices are adjusted for splits and dividends.


SHFT (iClima Distributed Renewable Energy Transition Leaders ETF)
Benchmark (S&P 500)

SHFTReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-8.42%-2.17%
1M-7.58%0.62%
6M-9.04%6.98%
1Y-9.04%6.98%
5YN/AN/A
10YN/AN/A

SHFTMonthly Returns Heatmap


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SHFTSharpe 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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SHFTDividends


iClima Distributed Renewable Energy Transition Leaders ETF doesn't pay dividends

SHFTDrawdowns Chart

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


SHFT (iClima Distributed Renewable Energy Transition Leaders ETF)
Benchmark (S&P 500)

SHFTWorst Drawdowns

The table below shows the maximum drawdowns of the iClima Distributed Renewable Energy Transition Leaders 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 iClima Distributed Renewable Energy Transition Leaders ETF is 24.41%, recorded on Jan 14, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.41%Nov 15, 202143Jan 14, 2022
-11.54%Sep 3, 202123Oct 6, 202113Oct 25, 202136
-8.31%Aug 11, 20217Aug 19, 202110Sep 2, 202117
-3%Nov 9, 20212Nov 10, 20211Nov 11, 20213
-1.61%Jul 26, 20212Jul 27, 20211Jul 28, 20213
-0.56%Nov 2, 20214Nov 5, 20211Nov 8, 20215
-0.25%Jul 22, 20211Jul 22, 20211Jul 23, 20212
-0.2%Oct 26, 20211Oct 26, 20211Oct 27, 20212
-0.11%Aug 5, 20212Aug 6, 20211Aug 9, 20213

SHFTVolatility Chart

Current iClima Distributed Renewable Energy Transition Leaders ETF volatility is 27.30%. 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.


SHFT (iClima Distributed Renewable Energy Transition Leaders ETF)
Benchmark (S&P 500)

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