Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EETIX (Ecofin Global Energy Transition Fund Institutional Class) | NA | -19.17% | 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 |
|---|---|---|
| EETIX (Ecofin Global Energy Transition Fund Institutional Class) | 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 (%) | 1.65 | -19.17 | NA | NA | NA | NA | NA | … | … | -12.97 | -23.55 | 1.90 |
| Sharpe Ratio | NA | -1.47 | NA | NA | NA | NA | NA | … | … | -1.19 | -0.89 | 0.58 |
| Standard Deviation(%) | NA | 16.65 | NA | NA | NA | NA | NA | … | … | 15.97 | 28.14 | 16.14 |
| Draw Down(%) | NA | 23.12 | NA | NA | NA | NA | NA | … | … | 23.12 | 30.70 | 8.78 |
| Yield(%) | 0.00 | 1.29 | 0.98 | 0.59 | 0.29 | 0.20 | 0.15 | … | … | 0.00 | 1.07 | 1.84 |
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 |
|---|---|---|---|---|
| EETIX (Ecofin Global Energy Transition Fund Institutional Class) |
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 |
|---|---|---|---|---|
| EETIX (Ecofin Global Energy Transition Fund Institutional Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart