Nasdaq - Delayed Quote USD

NexPoint Climate Tech A (HSZAX)

5.51 -0.01 (-0.18%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in equity securities, such as common and preferred stocks, of climate tech companies, plus borrowing for investment purposes. The advisor defines “climate tech” as technologies and business models that act to decarbonize the energy, transport, buildings and infrastructure, industry, and agriculture sectors.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.68%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 7

Performance & Risk

YTD Return -4.67%
5y Average Return -13.61%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HSZAXCategory AverageHSZAXCategory AverageHSZAXCategory Average
Alpha -11.81 -0.09 -26.8 -0.06 -13.85 -0.06
BETA 0.63 0.01 1.2 0.01 1.14 0.01
Mean Annual Return -0.24 0.01 -0.7 0.01 0.11 0.01
R-squared 51.15 0.83 49.42 0.77 46.77 0.78
Standard Deviation 15.29 0.26 31.16 0.21 25.28 0.19
Sharpe Ratio -0.37 0 -0.34 0.01 -0.01 0.01
Treynor Ratio -10.92 0.08 -12.69 0.1 -3.26 0.09

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