INDICESSTRATEGY
ECPI Ethical Index Balanced
The Index tracks a rules-based strategy comprised of two government bond and equity indices with the following asset mix proportions: 70% ECAPEGB / 30% ECAPGP.
Last update:
- Ticker ECAPBI
- Calculation End-of-day
- Components 7080
- Weighting ---
- Excluded Sectors YES
- Rebalancing Frequency Daily
- Last Value 23852.03
- Daily Return -0.33 % (-78.71)
- Weekly Return -0.21 %
- YTD 1.67 %
- 1Y 11.23 %
- 3Y -2.53 %
- 5Y 13.10 %
- CAGR 5.38 %
- Annual Volatility 0.06 %
- Var 95% -0.09 %
- Var 99% -0.13 %
- Max Drawdown -19.25 %
Resources
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STRATEGY
ECPI Global Megatrend 100 Volatility Control259.12
GALPHM1V0.12% (0.32)
ECPI Ethical Index Balanced23,852.03
ECAPBI-0.33% (-78.79)
ECPI Circular Economy Leaders NTR Index 3.5% Decrement2,930.09
GALPHCED0.59% (17.25)
ECPI Global ESG Hydrogen Economy Index NTR 3.5% Decrement524.26
GALPHH2D-0.34% (-1.77)
ECPI Global ESG Recovery 10% Risk Control Index1,208.26
GALPHRRD0.36% (4.4)
ECPI Global ESG Future Mobility NTR Index 3.5% Decrement2,738.87
GALPHFMD1.21% (33.05)
ECPI Global ESG Infrastructure NTR Index 3.5% Decrement1,494.55
GALPHGID-0.29% (-4.33)
ECPI Global ESG Cybersecurity NTR Index 3.5% Decrement1,007.66
GALPHCSD0.84% (8.49)
ECPI Global ESG Medical Tech NTR Index 3.5% Decrement884.63
GALPHMTD-0.95% (-8.39)