ACESALPS Clean Energy ETF

Grow my money7y track recordRanked #1,114 of 2,960 in this goal

Seeks investment results that correspond to the performance of the CIBC Atlas Clean Energy Index.

By ALPS · Launched 2018

Annual Cost

0.55%

#2,811 of 5,562 · average

Fund Size

$145M

#2,587 of 5,562 · mid-size

Return (1Y)Goal

+48.4%

Track Record

7 years

#1,764 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,904+49.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Energy

Focus

Clean Energy

Index tracked

CIBC Atlas Clean Energy Index

What it actually holds

By weight

Concentration

Top 10 holdings = 55.4% of fundmoderately concentrated

Albemarle Corp

7.0%

First Solar Inc

5.8%

Eos Energy Enterprises Inc

5.7%

Nextpower Inc

5.7%

Ormat Technologies Inc

5.4%

Tesla Inc

5.4%

Ha Sustainable Infrastructure Capital Inc

5.3%

Rivian Automotive Inc

5.2%

Brookfield Renewable Partners Lp

5.0%

Sunrun Inc

4.9%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

30.1%

Utilities

23.8%

Industrials

21.6%

Consumer Cyclical

9.9%

Basic Materials

7.3%

Financial Services

4.4%

Consumer Defensive

2.5%

Energy

0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

33.6%High

Year-on-year price swings

Max drawdown

-79.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.13Below average

Sortino (3Y)

-0.18Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that correspond to the performance of the CIBC Atlas Clean Energy Index.
Strategy: Employs a passive management approach designed to track the CIBC Atlas Clean Energy Index, which provides exposure to U.S. and Canadian companies in the clean energy sector. The Fund invests at least 80% of its net assets in securities that comprise the Underlying Index.
Inception date: June 27, 2018
Fund family: ALPS