Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EETAX (Ecofin Global Energy Transition Fund) | NA | -19.34% | NA | NA | NA | NA | NA | … | … |
Data as of 11/15/2023, Common starting date is 10/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EETAX (Ecofin Global Energy Transition Fund) | 10/15/2021 | 11/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | -19.34 | NA | NA | NA | NA | NA | … | … | -13.19 | -23.74 | -0.60 |
| Sharpe Ratio | NA | -1.47 | NA | NA | NA | NA | NA | … | … | -1.21 | -0.90 | -0.18 |
| Standard Deviation(%) | NA | 16.73 | NA | NA | NA | NA | NA | … | … | 16.00 | 28.09 | 15.44 |
| Draw Down(%) | NA | 23.19 | NA | NA | NA | NA | NA | … | … | 23.19 | 30.70 | 8.90 |
| Yield(%) | 0.00 | 1.32 | 0.96 | 0.57 | 0.29 | 0.19 | 0.14 | … | … | 0.00 | 1.10 | 1.77 |
Data as of 11/15/2023, Common starting date is 10/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EETAX (Ecofin Global Energy Transition Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EETAX (Ecofin Global Energy Transition Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart