Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
WilderHill Clean Energy TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Peter Hubbard 17.43 yrs
Michael Jeanette 16.18 yrs
Tony Seisser 10.18 yrs
Pratik Doshi 4.18 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
39.90%
-14.10%
62.57%
204.8%
-29.82%
-44.52%
-20.00%
-29.33%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
16.79%
--
--
51.67%
140.2%
-19.44%
-28.43%
-20.04%
-19.32%
--
--
63.25%
138.4%
-15.66%
-7.98%
-11.53%
-10.16%
24.67%
-31.10%
40.16%
24.50%
32.96%
-24.88%
55.29%
25.12%
23.95%
-3.44%
28.66%
21.97%
19.25%
-15.45%
21.53%
16.27%
As of November 05, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
WilderHill Clean Energy TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Peter Hubbard 17.43 yrs
Michael Jeanette 16.18 yrs
Tony Seisser 10.18 yrs
Pratik Doshi 4.18 yrs

Top Portfolio Holders

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