Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OCEN (IndexIQ ETF Trust – IQ Clean Oceans ETF) NA -15.82% -3.29% NA NA NA NA
Data as of 04/09/2025, Common starting date is 10/21/2021
More Performance Analytics Comparison
Name Start Date End Date
OCEN (IndexIQ ETF Trust – IQ Clean Oceans ETF) 10/21/2021 04/09/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) -9.47 -15.82 -3.29 NA NA NA NA -8.69 -7.39 17.58 -24.19 3.75
Sharpe Ratio NA -1.19 -0.36 NA NA NA NA -1.73 -0.74 0.87 -0.98 1.66
Standard Deviation(%) NA 16.13 19.38 NA NA NA NA 18.27 14.92 16.23 26.13 12.54
Draw Down(%) NA 23.27 24.43 NA NA NA NA 14.14 14.29 18.02 36.25 3.87
Yield(%) 0.00 1.71 1.64 0.96 0.48 0.32 0.24 0.12 1.82 2.17 1.24 0.14
Data as of 04/09/2025, Common starting date is 10/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCEN (IndexIQ ETF Trust – IQ Clean Oceans ETF) -6.19%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCEN (IndexIQ ETF Trust – IQ Clean Oceans ETF) -1.49%
Feb 2022 – Feb 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return