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TEAF vs. ENFR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TEAF vs. ENFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ecofin Sustainable and Social Impact Term Fund (TEAF) and Alerian Energy Infrastructure ETF (ENFR). The values are adjusted to include any dividend payments, if applicable.

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TEAF vs. ENFR - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TEAF
Ecofin Sustainable and Social Impact Term Fund
0.00%9.74%12.16%-0.64%-5.41%19.37%-12.76%-13.82%
ENFR
Alerian Energy Infrastructure ETF
20.63%5.88%42.17%15.63%17.48%39.97%-24.14%0.13%

Returns By Period


TEAF

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

ENFR

1D
-1.81%
1M
-0.03%
YTD
20.63%
6M
19.00%
1Y
19.00%
3Y*
27.90%
5Y*
23.14%
10Y*
13.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

TEAF vs. ENFR — Risk / Return Rank

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

TEAF

ENFR
ENFR Risk / Return Rank: 5252
Overall Rank
ENFR Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
ENFR Sortino Ratio Rank: 5050
Sortino Ratio Rank
ENFR Omega Ratio Rank: 5555
Omega Ratio Rank
ENFR Calmar Ratio Rank: 5050
Calmar Ratio Rank
ENFR Martin Ratio Rank: 4545
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.

TEAF vs. ENFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ecofin Sustainable and Social Impact Term Fund (TEAF) and Alerian Energy Infrastructure ETF (ENFR). 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.


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

TEAF vs. ENFR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TEAFENFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

Correlation

The correlation between TEAF and ENFR is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

TEAF vs. ENFR - Dividend Comparison

TEAF's dividend yield for the trailing twelve months is around 5.16%, more than ENFR's 4.09% yield.


TTM20252024202320222021202020192018201720162015
TEAF
Ecofin Sustainable and Social Impact Term Fund
5.16%7.37%9.00%9.22%8.25%6.18%8.17%5.30%0.00%0.00%0.00%0.00%
ENFR
Alerian Energy Infrastructure ETF
4.09%4.77%4.41%5.48%5.23%7.86%7.57%5.81%3.98%2.98%3.31%3.34%

Drawdowns

TEAF vs. ENFR - Drawdown Comparison


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Drawdown Indicators


TEAFENFRDifference

Max Drawdown

Largest peak-to-trough decline

-68.28%

Max Drawdown (1Y)

Largest decline over 1 year

-14.80%

Max Drawdown (5Y)

Largest decline over 5 years

-20.29%

Max Drawdown (10Y)

Largest decline over 10 years

-62.64%

Current Drawdown

Current decline from peak

-3.94%

Average Drawdown

Average peak-to-trough decline

-16.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.48%

Volatility

TEAF vs. ENFR - Volatility Comparison


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Volatility by Period


TEAFENFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.18%

Volatility (6M)

Calculated over the trailing 6-month period

10.39%

Volatility (1Y)

Calculated over the trailing 1-year period

18.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.74%