PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
HANetf S&P Global Clean Energy Select HANzero UCIT...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINIE00BLH3CQ86
WKNA3CPGG
IssuerHANetf
Inception DateJun 28, 2021
CategoryEnergy Equities
Index TrackedS&P Global Clean Energy TR USD
DomicileIreland
Distribution PolicyAccumulating
Asset ClassEquity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

ZERP.L has a high expense ratio of 0.39%, indicating higher-than-average management fees.


Expense ratio chart for ZERP.L: current value at 0.39% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.39%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


HANetf S&P Global Clean Energy Select HANzero UCITS ETF

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in HANetf S&P Global Clean Energy Select HANzero UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-60.00%-40.00%-20.00%0.00%20.00%40.00%Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24Dec 31Jan 07Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18Feb 25
-57.46%
29.40%
ZERP.L (HANetf S&P Global Clean Energy Select HANzero UCITS ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period


PeriodReturnBenchmark
Year-To-DateN/A10.00%
1 monthN/A2.41%
6 monthsN/A16.70%
1 yearN/A26.85%
5 years (annualized)N/A12.81%
10 years (annualized)N/A10.84%

Monthly Returns

The table below presents the monthly returns of ZERP.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-12.03%-17.83%
20233.93%-4.68%0.16%-7.11%-1.35%0.75%-0.02%-9.26%-4.77%-11.69%6.64%12.13%-16.44%
2022-14.75%15.07%5.98%-9.84%1.85%-0.13%16.58%5.98%-8.19%-7.59%7.14%-6.21%0.42%
2021-27.56%-7.56%3.60%-4.89%16.01%-6.37%-13.92%-38.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for HANetf S&P Global Clean Energy Select HANzero UCITS ETF (ZERP.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ZERP.L
Sharpe ratio
No data
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.35, compared to the broader market0.002.004.002.35
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.33, compared to the broader market-2.000.002.004.006.008.0010.003.33
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.002.501.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.008.0010.0012.0014.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.02, compared to the broader market0.0020.0040.0060.0080.009.02

Sharpe Ratio

There is not enough data available to calculate the Sharpe ratio for HANetf S&P Global Clean Energy Select HANzero UCITS ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24Dec 31Jan 07Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18Feb 25
-0.70
1.44
ZERP.L (HANetf S&P Global Clean Energy Select HANzero UCITS ETF)
Benchmark (^GSPC)

Dividends

Dividend History


HANetf S&P Global Clean Energy Select HANzero UCITS ETF doesn't pay dividends

Drawdowns

Drawdowns Chart

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


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24Dec 31Jan 07Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18Feb 25
-57.78%
-0.62%
ZERP.L (HANetf S&P Global Clean Energy Select HANzero UCITS ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the HANetf S&P Global Clean Energy Select HANzero UCITS 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 HANetf S&P Global Clean Energy Select HANzero UCITS ETF was 57.99%, occurring on Nov 10, 2023. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.99%Jun 30, 2021598Nov 10, 2023

Volatility

Volatility Chart

The current HANetf S&P Global Clean Energy Select HANzero UCITS ETF volatility is 35.25%, 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.


0.00%10.00%20.00%30.00%40.00%Nov 19Nov 26Dec 03Dec 10Dec 17Dec 24Dec 31Jan 07Jan 14Jan 21Jan 28Feb 04Feb 11Feb 18Feb 25
35.25%
3.99%
ZERP.L (HANetf S&P Global Clean Energy Select HANzero UCITS ETF)
Benchmark (^GSPC)