CLIMClimate Resilient US REIT Index ETF

Grow my money Get incomeRanked #1,616 of 1,622 in this goal

Seeks to provide investment results that correspond to the total return performance of the Climate Global REIT Index.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,566+5.7%

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

Real estate

Focus

Real Assets

Index tracked

Climate Global REIT Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-6.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca, New York Stock Exchange

Full fund details

Objective: Seeks to provide investment results that correspond to the total return performance of the Climate Global REIT Index.
Strategy: Invests primarily in securities comprising the Climate Global REIT Index, which tracks REITs expected to outperform due to lower climate risk exposure. Uses a replication methodology to match index weightings.