Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOWC (SPDR MSCI ACWI Low Carbon Target ETF) | NA | -15.37% | 6.10% | 6.22% | NA | NA | NA | … | … |
Data as of 12/09/2022, Common starting date is 11/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOWC (SPDR MSCI ACWI Low Carbon Target ETF) | 11/26/2014 | 12/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.53 | -15.37 | 6.10 | 6.22 | NA | NA | NA | … | … | -17.50 | 19.47 | 17.20 | 28.23 | -9.79 | 22.92 | 8.48 | -2.15 | -2.07 |
| Sharpe Ratio | NA | -0.70 | 0.24 | 0.27 | NA | NA | NA | … | … | -0.82 | 1.57 | 0.54 | 2.30 | -0.76 | 3.55 | 0.60 | -0.14 | -1.57 |
| Standard Deviation(%) | NA | 23.61 | 23.63 | 20.13 | NA | NA | NA | … | … | 24.13 | 12.35 | 31.18 | 11.68 | 14.57 | 6.31 | 13.81 | 15.71 | 13.00 |
| Draw Down(%) | NA | 28.31 | 33.72 | 33.72 | NA | NA | NA | … | … | 28.31 | 5.69 | 33.72 | 6.50 | 19.53 | 1.91 | 10.29 | 14.40 | 5.31 |
| Yield(%) | 0.00 | 1.28 | 1.92 | 2.11 | 1.84 | 1.23 | 0.92 | … | … | 0.35 | 1.90 | 1.81 | 2.71 | 2.22 | 2.64 | 2.17 | 2.29 | 0.18 |
Data as of 12/09/2022, Common starting date is 11/26/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOWC (SPDR MSCI ACWI Low Carbon Target ETF) |
1.48%
Mar 2017 – Mar 2020 |
3.11%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOWC (SPDR MSCI ACWI Low Carbon Target ETF) |
21.54%
Dec 2018 – Dec 2021 |
14.87%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart