Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBLU (Ecofin Global Water ESG Fund) | -1.86% | -0.11% | 10.85% | 3.78% | NA | NA | NA | … | … |
Data as of 05/29/2026, Common starting date is 02/25/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBLU (Ecofin Global Water ESG Fund) | 02/25/2020 | 05/29/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | -0.11 | 10.85 | 3.78 | NA | NA | NA | … | … | -1.86 | 13.37 | 8.54 | 20.96 | -26.00 | 28.96 | 14.62 |
| Sharpe Ratio | NA | -0.15 | 0.49 | 0.08 | NA | NA | NA | … | … | -0.40 | 0.72 | 0.35 | 1.15 | -1.14 | 2.21 | 0.46 |
| Standard Deviation(%) | NA | 14.29 | 15.34 | 17.28 | NA | NA | NA | … | … | 17.16 | 16.54 | 14.25 | 15.24 | 24.13 | 13.12 | 37.03 |
| Draw Down(%) | NA | 13.17 | 15.41 | 35.36 | NA | NA | NA | … | … | 13.17 | 11.68 | 7.56 | 14.87 | 35.36 | 8.73 | 34.62 |
| Yield(%) | 0.00 | 3.26 | 2.52 | 1.90 | 1.39 | 0.92 | 0.69 | … | … | 0.00 | 3.60 | 1.45 | 1.72 | 1.21 | 1.99 | 1.60 |
Data as of 05/29/2026, Common starting date is 02/25/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBLU (Ecofin Global Water ESG Fund) |
-0.96%
Dec 2021 – Dec 2024 |
5.71%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBLU (Ecofin Global Water ESG Fund) |
19.25%
Sep 2022 – Sep 2025 |
13.25%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart