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PWRZ vs. BESF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PWRZ vs. BESF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) and Bastion Energy ETF (BESF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PWRZ

1D
0.00%
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

BESF

1D
-0.91%
1M
0.78%
6M
17.21%
YTD
17.53%
1Y
57.27%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PWRZ vs. BESF - Yearly Performance Comparison


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Return for Risk

PWRZ vs. BESF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PWRZ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


BESF
BESF Risk / Return Rank: 8787
Overall Rank
BESF Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
BESF Sortino Ratio Rank: 8787
Sortino Ratio Rank
BESF Omega Ratio Rank: 8282
Omega Ratio Rank
BESF Calmar Ratio Rank: 9393
Calmar Ratio Rank
BESF Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PWRZ vs. BESF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) and Bastion Energy ETF (BESF). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PWRZBESFDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.39

Calmar ratioReturn relative to maximum drawdown

5.25

Martin ratioReturn relative to average drawdown

13.06

PWRZ vs. BESF - Sharpe Ratio Comparison


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Drawdowns

PWRZ vs. BESF - Drawdown Comparison

The maximum PWRZ drawdown since its inception was 0.00%, smaller than the maximum BESF drawdown of -10.97%. Use the drawdown chart below to compare losses from any high point for PWRZ and BESF.


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Drawdown Indicators


PWRZBESFDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-10.97%

+10.97%

Max Drawdown (1Y)

Largest decline over 1 year

-10.97%

Current Drawdown

Current decline from peak

0.00%

-7.62%

+7.62%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.99%

+2.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.40%

Volatility

PWRZ vs. BESF - Volatility Comparison


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Volatility by Period


PWRZBESFDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.76%

Volatility (6M)

Calculated over the trailing 6-month period

14.82%

Volatility (1Y)

Calculated over the trailing 1-year period

24.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.26%

PWRZ vs. BESF - Expense Ratio Comparison

PWRZ has a 0.75% expense ratio, which is lower than BESF's 0.80% expense ratio.


Dividends

PWRZ vs. BESF - Dividend Comparison

PWRZ has not paid dividends to shareholders, while BESF's dividend yield for the trailing twelve months is around 5.85%.


Frequently Asked Questions


On fees, PWRZ is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PWRZ is cheaper with a 0.75% expense ratio, compared with 0.80% for BESF.

BESF has the higher dividend yield at 5.85%, compared with 0.00% for PWRZ.

They also come from different issuers: TrueShares and Bastion. Their fees differ too: 0.75% for PWRZ and 0.80% for BESF.

Portfolio Optimizer

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