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NVIR
+2.74 · +8.56%
$34.76 · NYSE ARCA

Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF (NVIR) ETF Analysis | Equity Energy

Horizon Kinetics · USA
AUM:$4.9M
#– of – in Equity Energy ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 29.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is NVIR?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in securities of companies that are expected to benefit, either directly or indirectly, from the increasing focus on climate and environmentally sensitive carbon-based energy production.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
NVIR delivered 29.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 47.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$4.9M
Expense Ratio0.85%
Dividend Yield0.83%
Holdings37
Inception DateFeb 2023
Domicile–
Distribution–
Index–
ProviderHorizon Kinetics
Beta–
CategoryEquity Energy
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.6%
1Y
+29.2%
3Y
+51.5%
5Y
+68.8%
OpenBook InsightIf you had invested £10,000 in NVIR 5 years ago, it would have grown to £16,880 — a gain of £6,880.

Annual Returns

Calendar year performance

NVIR delivered positive returns in 4 of the last 4 calendar years.
YearNVIR
2026 YTD+20.9%
2025+8.5%
2024+17.6%
2023+6.9%
CAGR 3yr+10.9%
4/4 positive yearsAvg return: +13.5%Worst year: +6.9% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
14.7%
Low
Momentum
+2.8%
30-day change
Support Level
38.94
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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