PortfolioMetrics

LCTD vs. INFL - ETF Comparison

LCTD - BlackRock World ex U.S. Carbon Transition Readiness ETF

The BlackRock World ex U.S. Carbon Transition Readiness ETF is an actively managed equity fund that invests in companies outside the U.S. with a focus on low carbon emissions and carbon transition readiness.

INFL - Horizon Kinetics Inflation Beneficiaries ETF

The Horizon Kinetics Inflation Beneficiaries ETF is an actively managed fund that seeks to provide investors with exposure to global equities that are likely to benefit from inflation. The fund's investment strategy focuses on small-cap companies across various sectors, with a growth-oriented approach.

LCTDINFL
Fund NameBlackRock World ex U.S. Carbon Transition Readiness ETFHorizon Kinetics Inflation Beneficiaries ETF
Fund ProviderBlackRockHorizon Kinetics
IndexActive (No Index)Active (No Index)
Asset ClassEquityEquity
ListingUS-listedUS-listed
Expense Ratio0.20%0.85%
Inception Date2021-04-082021-01-11
CurrencyUSDUSD
RegionGlobal ex-U.S.Global ex-U.S.
Investment StyleBlendGrowth
Market CapBlendSmall-Cap
LeveragedNon-leveragedNon-leveraged
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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Key Metrics

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Performance Metrics

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Risk Metrics

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Detailed Returns

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Benchmark Comparison

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Performance Analysis

The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.

Cumulative Returns

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End of Year Returns Table

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End of Year Returns

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Risk Analysis

The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.

Drawdowns

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Drawdowns Table

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Monte Carlo Simulation

The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.

IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.

Monte Carlo Metrics

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Simulated Portfolio Prices

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