KARSKraneShares Electric Vehicles and Future Mobility Index ETF

Grow my money8y track recordRanked #1,479 of 2,960 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of a specific equity securities index.

By KraneShares · Launched 2018

Annual Cost

0.72%

#3,574 of 5,562 · average

Fund Size

$106M

#2,882 of 5,562 · mid-size

Return (1Y)Goal

+59.1%

Track Record

8 years

#1,698 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$15,912+59.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

EV & Battery

Index tracked

Bloomberg Electric Vehicles Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.6% of fund✓ well diversified

Panasonic Holdings Corporation

4.6%

Bayerische Motoren Werke Aktiengesellschaft

4.3%

TESLA, INC.

4.3%

STMicroelectronics N.V.

4.2%

ALBEMARLE CORPORATION

4.1%

BYD COMPANY LIMITED

4.1%

XIAOMI CORPORATION

3.9%

Contemporary Amperex Technology Co., Ltd.

3.8%

RIVIAN AUTOMOTIVE, INC.

3.2%

CMOC Group Limited

3.2%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Consumer Cyclical

33.5%

Basic Materials

25.4%

Industrials

22.1%

Technology

19.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

27.5%High

Year-on-year price swings

Max drawdown

-64.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.12Below average

Sortino (3Y)

0.17Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond generally to the price and yield performance of a specific equity securities index.
Strategy: Invests primarily in securities of the Bloomberg Electric Vehicles Index, which measures companies engaged in electric vehicle production and related technologies. The Fund may also invest in up to 20% of assets in non-index instruments to help track the Underlying Index.
Inception date: January 18, 2018
Fund family: KraneShares