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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% 0.07% 191.55M 69287.87
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.99% 38.00% -105.86M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the CIBC Atlas Clean Energy Index (ticker symbol NACEX) (the "underlying index"). The fund will invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index utilizes a rules-based methodology developed by CIBC National Trust Company (the "index provider"), which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Category Index Morningstar US Market TR USD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name ALPS
Prospectus Benchmark Index
CIBC Atlas Clean Energy TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Andrew Hicks 5.77 yrs
Ryan Mischker 5.77 yrs
Charles Perkins 0.00 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 18, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
51.67%
140.2%
-19.44%
-28.43%
-20.04%
-27.60%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
3.95%
16.31%
-11.37%
31.18%
61.18%
-11.65%
-13.11%
-3.20%
-9.20%
36.38%
0.88%
41.85%
34.22%
-12.72%
-32.38%
18.32%
3.58%
39.37%
-21.77%
-28.52%
-11.63%
-21.66%
-60.16%
-21.53%
19.29%
22.67%
-10.17%
38.86%
118.4%
-2.74%
-29.91%
1.43%
-16.79%
As of April 18, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 0.23% Upgrade Upgrade
Stock 99.77% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the CIBC Atlas Clean Energy Index (ticker symbol NACEX) (the "underlying index"). The fund will invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index utilizes a rules-based methodology developed by CIBC National Trust Company (the "index provider"), which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Category Index Morningstar US Market TR USD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name ALPS
Prospectus Benchmark Index
CIBC Atlas Clean Energy TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Andrew Hicks 5.77 yrs
Ryan Mischker 5.77 yrs
Charles Perkins 0.00 yrs

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