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Performance analysis of Ecofin Sustainable and Social Impact Term Fund (TEAF)

Annual Return

Over the past 3 years, TEAF has had an average annual return of +6.89%, underperforming the benchmark SPY, which returned +20.34% annual.

Over the past 5 years, TEAF has had an average annual return of +4.22%, underperforming the benchmark SPY, which returned +11.95% annual.

Since Mar 27, 2019, TEAF has had an average annual return of +0.57%, underperforming the benchmark SPY, which returned +15.86% annual.

2025202420232022202120202019
+9.73%+12.16%-0.64%-5.42%+19.38%-12.74%-13.80%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2025+2.08%-0.33%-4.85%-0.08%+5.07%+5.08%-0.03%+0.65%-2.38%+6.27%-1.58%+9.73%
2024-2.17%+0.40%+5.13%-2.63%+3.37%-0.89%+7.74%+0.75%+6.75%-2.08%+0.49%-4.50%+12.16%
2023+3.72%-1.36%+0.73%+1.70%-5.59%+2.37%+4.25%-1.62%-4.39%-4.59%+6.75%-1.78%-0.64%
2022+4.52%-0.92%+1.27%+0.19%-2.65%-4.33%+6.18%+1.63%-13.00%+9.16%+0.94%-6.58%-5.42%
2021+3.26%+4.06%+3.89%+3.45%+0.51%+0.92%-1.04%+1.27%-4.75%+5.72%+0.44%+0.56%+19.38%
2020+0.58%-5.88%-33.25%+10.74%-2.11%+4.84%-2.47%+4.21%-5.05%+7.23%+16.55%+0.75%-12.74%
2019+0%+0.55%-7.72%-3.50%+5.14%-11.58%+3.32%-3.91%-1.37%+5.75%-13.80%

Drawdown analysis of Ecofin Sustainable and Social Impact Term Fund (TEAF)

The maximum drawdown for the TEAF was -62.12%, occurring on Mar 18, 2020. Recovery took 1145 trading sessions.

The current TEAF drawdown is -2.94%.

Since Mar 27, 2019 TEAF has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-62.12%Apr 26, 2019225Mar 18, 20201145Oct 4, 20241370
-19.41%Oct 18, 2024116Apr 8, 2025138Oct 24, 2025254
-2.94%Nov 3, 20254Nov 7, 2025OngoingOngoingOngoing
-1.43%Oct 4, 20246Oct 14, 20243Oct 17, 20249
-0.99%Apr 4, 20199Apr 17, 20196Apr 26, 201915
-0.09%Apr 1, 20191Apr 2, 20191Apr 3, 20192