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Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund (SULR)

ETF · Currency in USD · Last updated May 21, 2022

SULR is an actively managed ETF by Guinness Atkinson Asset Management. SULR launched on Nov 11, 2020 and has a 0.79% expense ratio.

ETF Info

Trading Data

  • Previous Close$28.28
  • Year Range$27.47 - $35.26
  • EMA (50)$30.03
  • EMA (200)$31.30
  • Average Volume$1.14K

SULRShare Price Chart


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SULRPerformance

The chart shows the growth of $10,000 invested in Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund on Nov 13, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $11,479 for a total return of roughly 14.79%. All prices are adjusted for splits and dividends.


SULR (Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund)
Benchmark (^GSPC)

SULRReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-3.52%-2.75%
YTD-13.96%-10.02%
6M-14.22%-4.61%
1Y-9.87%10.49%
5Y11.40%16.28%
10Y11.40%16.28%

SULRMonthly Returns Heatmap


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SULRSharpe 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 Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund Sharpe ratio is -0.37. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


SULR (Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund)
Benchmark (^GSPC)

SULRDividend History

Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund granted a 3.08% dividend yield in the last twelve months, as of May 21, 2022. The annual payout for that period amounted to $0.87 per share.


PeriodTTM20212020
Dividend$0.87$0.87$0.00

Dividend yield

3.08%2.65%0.00%

SULRDrawdowns Chart

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


SULR (Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund)
Benchmark (^GSPC)

SULRWorst Drawdowns

The table below shows the maximum drawdowns of the Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund. 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 Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund is 22.10%, recorded on Feb 23, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.1%Nov 2, 202178Feb 23, 2022
-18.53%Feb 17, 202160May 12, 2021118Oct 28, 2021178
-7.12%Jan 8, 202115Jan 29, 20217Feb 9, 202122
-1.29%Dec 9, 20201Dec 9, 20203Dec 14, 20204
-1.28%Nov 30, 20204Dec 3, 20203Dec 8, 20207
-0.97%Nov 18, 20201Nov 18, 20203Nov 23, 20204
-0.75%Feb 10, 20211Feb 10, 20211Feb 11, 20212
-0.35%Dec 29, 20201Dec 29, 20201Dec 30, 20202
-0.03%Dec 24, 20201Dec 24, 20201Dec 28, 20202
-0.02%Dec 16, 20201Dec 16, 20201Dec 17, 20202

SULRVolatility Chart

Current Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund volatility is 33.45%. 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.


SULR (Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund)
Benchmark (^GSPC)

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