iClima Distributed Renewable Energy Transition Leaders ETF (SHFT)
SHFT is a passive ETF by Toroso Investments tracking the investment results of the iClima Distributed Renewable Energy Index - Benchmark TR Gross. SHFT launched on Jul 20, 2021 and has a 0.65% expense ratio.
ETF Info
Jul 20, 2021
Global (Broad)
1x
iClima Distributed Renewable Energy Index - Benchmark TR Gross
Multi-Cap
Blend
Expense Ratio
SHFT features an expense ratio of 0.65%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iClima Distributed Renewable Energy Transition Leaders 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
SHFT
N/A
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^GSPC (Benchmark)
1.96%
2.21%
8.93%
23.90%
12.52%
11.46%
Monthly Returns
The table below presents the monthly returns of SHFT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -12.51% | 4.57% | -8.51% | ||||||||||
| 2023 | 15.75% | -5.19% | -2.06% | -8.30% | 1.23% | 6.75% | 4.55% | -14.33% | -10.54% | -15.36% | 10.53% | 14.80% | -8.34% |
| 2022 | -17.11% | 4.67% | 5.90% | -17.63% | 4.96% | -12.69% | 20.62% | -1.12% | -13.77% | 0.73% | 9.58% | -7.86% | -27.46% |
| 2021 | 4.95% | 2.28% | -6.71% | 15.67% | -2.15% | -9.74% | 2.31% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iClima Distributed Renewable Energy Transition Leaders ETF (SHFT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iClima Distributed Renewable Energy Transition Leaders ETF provided a 100.11% dividend yield over the last twelve months, with an annual payout of $12.34 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $12.34 | $0.13 |
Dividend yield | 100.11% | 0.98% |
Monthly Dividends
The table displays the monthly dividend distributions for iClima Distributed Renewable Energy Transition Leaders 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $12.34 | $0.00 | $12.34 | |||||||||
| 2023 | $0.13 | $0.13 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the iClima Distributed Renewable Energy Transition Leaders 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 iClima Distributed Renewable Energy Transition Leaders ETF was 57.74%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.74% | Nov 15, 2021 | 491 | Oct 27, 2023 | — | — | — |
| -11.55% | Sep 3, 2021 | 23 | Oct 6, 2021 | 13 | Oct 25, 2021 | 36 |
| -8.31% | Aug 11, 2021 | 7 | Aug 19, 2021 | 10 | Sep 2, 2021 | 17 |
| -3% | Nov 9, 2021 | 2 | Nov 10, 2021 | 1 | Nov 11, 2021 | 3 |
| -1.61% | Jul 26, 2021 | 2 | Jul 27, 2021 | 1 | Jul 28, 2021 | 3 |
Volatility
Volatility Chart
The current iClima Distributed Renewable Energy Transition Leaders ETF volatility is 9.35%, 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.