Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XTEAX (Ecofin Sustainable and Social Impact Term Fund) | NA | -8.72% | -5.85% | -2.94% | NA | NA | NA | … | … |
Data as of 11/19/2025, Common starting date is 03/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTEAX (Ecofin Sustainable and Social Impact Term Fund) | 03/29/2019 | 11/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.72 | -5.85 | -2.94 | NA | NA | NA | … | … | -3.22 | -7.06 | -6.13 | -8.10 | 5.84 | -10.94 | -5.64 |
| Sharpe Ratio | NA | -0.86 | -0.90 | -0.51 | NA | NA | NA | … | … | -0.48 | -1.76 | -1.29 | -0.73 | 0.77 | -0.47 | -0.83 |
| Standard Deviation(%) | NA | 13.59 | 10.21 | 10.27 | NA | NA | NA | … | … | 13.80 | 7.78 | 8.13 | 13.05 | 7.55 | 23.86 | 10.47 |
| Draw Down(%) | NA | 18.98 | 26.96 | 32.36 | NA | NA | NA | … | … | 16.05 | 8.02 | 12.44 | 16.23 | 6.03 | 38.05 | 12.68 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.15 | 0.11 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.18 |
Data as of 11/19/2025, Common starting date is 03/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTEAX (Ecofin Sustainable and Social Impact Term Fund) |
-8.76%
Mar 2022 – Mar 2025 |
-5.75%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTEAX (Ecofin Sustainable and Social Impact Term Fund) |
7.90%
Mar 2020 – Mar 2023 |
1.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart