NasdaqGM - Delayed Quote USD

Ecofin Global Renewables Infras (0P0001JX4X)

8.80 -0.03 (-0.34%)
At close: April 5 at 4:00 PM EDT

Fund Summary

The fund will invest at least 80% of its total assets in equity securities of renewable infrastructure companies, which consist of companies deriving at least 50% of revenues from activities in power generation, transmission, distribution, storage and ancillary or related services. It may invest up to 15% of its total assets in debt securities, including but not limited to debt securities issued or guaranteed by the U.S. government or government-related entities. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 3.33%
Worst 1Y Total Return --
Number of Years Up 1
Number of Years Down 2

Performance & Risk

YTD Return -6.66%
5y Average Return 0.00%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P0001JX4XCategory Average0P0001JX4XCategory Average0P0001JX4XCategory Average
Alpha -13.17 -0.03 -- -0.04 -- 0.01
BETA 0.85 0.01 -- 0.01 -- 0.01
Mean Annual Return -0.49 0.01 -- 0.01 -- 0.01
R-squared 55.93 0.75 -- 0.66 -- 0.64
Standard Deviation 18.68 0.17 -- 0.13 -- 0.12
Sharpe Ratio -0.47 0.01 -- 0 -- 0.01
Treynor Ratio -12.1 0.1 -- 0.08 -- 0.11

Related Tickers