BATRK vs. ICLN
Compare and contrast key facts about The Liberty Braves Group (BATRK) and iShares Global Clean Energy ETF (ICLN).
ICLN is a passively managed fund by iShares that tracks the performance of the S&P Global Clean Energy Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BATRK or ICLN.
Key characteristics
| BATRK | ICLN | |
|---|---|---|
| YTD Return | -1.64% | -10.34% |
| 1Y Return | 1.91% | -23.76% |
| 3Y Return (Ann) | 12.10% | -13.16% |
| 5Y Return (Ann) | 7.37% | 8.11% |
| Sharpe Ratio | 0.04 | -0.94 |
| Daily Std Dev | 23.99% | 25.42% |
| Max Drawdown | -54.95% | -87.16% |
| Current Drawdown | -8.49% | -63.31% |
Correlation
The correlation between BATRK and ICLN is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BATRK vs. ICLN - Performance Comparison
In the year-to-date period, BATRK achieves a -1.64% return, which is significantly higher than ICLN's -10.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BATRK vs. ICLN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Liberty Braves Group (BATRK) and iShares Global Clean Energy ETF (ICLN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BATRK vs. ICLN - Dividend Comparison
BATRK has not paid dividends to shareholders, while ICLN's dividend yield for the trailing twelve months is around 1.77%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BATRK The Liberty Braves Group | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ICLN iShares Global Clean Energy ETF | 1.77% | 1.59% | 0.89% | 1.18% | 0.34% | 1.36% | 2.77% | 2.49% | 3.88% | 2.36% | 2.82% | 2.10% |
Drawdowns
BATRK vs. ICLN - Drawdown Comparison
The maximum BATRK drawdown since its inception was -54.95%, smaller than the maximum ICLN drawdown of -87.16%. Use the drawdown chart below to compare losses from any high point for BATRK and ICLN. For additional features, visit the drawdowns tool.
Volatility
BATRK vs. ICLN - Volatility Comparison
The current volatility for The Liberty Braves Group (BATRK) is 5.56%, while iShares Global Clean Energy ETF (ICLN) has a volatility of 7.30%. This indicates that BATRK experiences smaller price fluctuations and is considered to be less risky than ICLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.