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BMO Clean Energy Index ETF (ZCLN : TSX)

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Global Small/Mid Cap Eq

FundGrade D Click for more information on Fundata’s FundGrade

FundGrade D

Click for more information on Fundata’s FundGrade.

Close
(07-31-2025) 		$14.30
Change
-$0.20 (-1.38%)
Open $14.42
Day Range $14.30 - $14.42
Volume 3,316

As at June 30, 2025

As at June 30, 2025

  • Closing Price / Volume
Period
Created with Highcharts 10.3.3Closing PriceVolumeMay 2021Sep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 2025May 2025Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025May 2025Jun 2025Jun 2025Jul 20252021-07-012022-01-012022-07-012023-01-012023-07-012024-01-012024-07-012025-01-012025-07-0120…$10.00$20.00$30.00$40.00$12.00$14.00$16.0001,000,0002,000,000250,000500,000Period
Created with Highcharts 10.3.3Apr 2021Jul 2021Oct 2021Jan 2022Apr 2022Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jul 2025Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025May 2025Jun 2025Jun 2025Jul 20252021-07-012022-01-012022-07-012023-01-012023-07-012024-01-012024-07-012025-01-012025-07-012…-60%-40%-20%0%-80%20%-30%-10%10%Period

Legend

BMO Clean Energy Index ETF

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Fund Returns

Inception Return (January 20, 2021): -15.06%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund 3.21% 9.66% 9.77% 9.77% -0.98% -13.25% -8.65% -9.98% - - - - - -
Benchmark 3.76% 6.35% 2.67% 2.67% 14.71% 14.69% 15.36% 5.92% 11.27% 8.95% 7.39% 8.17% 9.43% 8.11%
Category Average 3.88% 5.61% 5.61% 5.61% 12.00% 11.55% 12.43% 3.21% 9.31% 7.34% 5.55% 5.75% 6.79% 5.46%
Category Rank 173 / 287 82 / 281 57 / 279 57 / 279 257 / 277 253 / 258 234 / 239 219 / 225 - - - - - -
Quartile Ranking 3 2 1 1 4 4 4 4 - - - - - -

Monthly Return

Created with Highcharts 10.3.3Jul 24Aug 24Sep 24Oct 24Nov 24Dec 24Jan 25Feb 25Mar 25Apr 25May 25Jun 25-10%-5%0%5%10%
Monthly Return
Return % Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Fund 6.82% -1.16% 3.01% -8.37% -4.69% -5.02% 0.89% -2.49% 1.75% -1.00% 7.33% 3.21%
Benchmark 5.44% -1.29% 3.07% 0.86% 6.51% -3.05% 4.42% -3.55% -4.14% -3.02% 5.68% 3.76%

Best Monthly Return Since Inception

16.85% (July 2022)

Worst Monthly Return Since Inception

-13.48% (February 2021)

Calendar Return (%)

Created with Highcharts 10.3.3-30%-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - - - - - 2.14% -21.10% -20.06%
Benchmark 16.61% 7.47% 15.40% -7.34% 20.09% 11.07% 15.50% -13.14% 14.59% 18.68%
Category Average 9.56% 3.48% 12.62% -10.42% 13.76% 14.53% 12.37% -15.59% 12.82% 12.04%
Quartile Ranking - - - - - - - 1 4 4
Category Rank - - - - - - - 1/ 231 244/ 248 262/ 266

Best Calendar Return (Last 10 years)

2.14% (2022)

Worst Calendar Return (Last 10 years)

-21.10% (2023)

Asset Allocation

Asset Allocation
Name Percent
International Equity 70.46
US Equity 25.11
Canadian Equity 2.77
Income Trust Units 1.33
Cash and Equivalents 0.32
Other 0.01

Sector Allocation

Sector Allocation
Name Percent
Utilities 58.00
Energy 22.50
Technology 12.31
Industrial Goods 4.77
Basic Materials 0.95
Other 1.47

Geographic Allocation

Geographic Allocation
Name Percent
Europe 30.77
North America 28.05
Asia 26.90
Latin America 13.05
Africa and Middle East 1.25

Top Holdings

Top Holdings
Name Percent
First Solar Inc 8.40
SSE PLC 6.38
Iberdrola SA 6.08
Vestas Wind Systems A/S 5.47
China Yangtze Power Co Ltd Cl A 4.21
Nextracker Inc Cl A 3.99
EDP Energias de Portugal SA 3.74
Equatorial Energia SA 3.56
Suzlon Energy Ltd 3.26
Enphase Energy Inc 2.69

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return10152025303540455055606570-20%-10%0%10%20%30%40%50%60%

BMO Clean Energy Index ETF

Median

Other - Global Small/Mid Cap Eq

3 Yr Annualized

Standard Deviation 23.14% - -
Beta 1.03% - -
Alpha -0.22% - -
Rsquared 0.42% - -
Sharpe -0.45% - -
Sortino -0.57% - -
Treynor -0.10% - -
Tax Efficiency - - -
Volatility Volatility rating is 10 on a scale of 1 to 10 - -

Risk Rating

Rating 10 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 16.49% 23.14% - -
Beta 0.49% 1.03% - -
Alpha -0.07% -0.22% - -
Rsquared 0.17% 0.42% - -
Sharpe -0.19% -0.45% - -
Sortino -0.23% -0.57% - -
Treynor -0.06% -0.10% - -
Tax Efficiency - - - -

Fund Details

Start Date January 20, 2021
Instrument Type Exchange Traded Fund (Responsible Investment)
Share Class Do-It-Yourself
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $54
52 Week High $15.66
52 Week Low $11.43
Annual Dividend $0.27
Annual Yield -
Index -
Shares Outstanding -
Registered Plan Eligible Yes

ETF Characteristics

Exposure -
Asset Class High -
Asset Class Medium -
Asset Class Low -
Leveraged -
Inverse -
Advisor Series -
Covered Call Strategy No

Investment Objectives

BMO Clean Energy Index ETF seeks to replicate, to the extent possible, the performance of a clean energy index, net of expenses.

Investment Strategy

The investment strategy of BMO Clean Energy Index ETF is currently to invest in and hold the constituent securities of the S&P Global Clean Energy Index in the same proportion as they are reflected in the Index. The Manager may also use a sampling methodology in selecting investments for BMO Clean Energy Index ETF to obtain exposure to the performance of the Index.

Portfolio Management

Portfolio Manager

BMO Asset Management Inc.
Sub-Advisor

-

Management and Organization

Fund Manager

BMO Asset Management Inc.
Custodian

State Street Trust Company Canada
Registrar

State Street Trust Company Canada
Distributor

-

Fees

MER 0.40%
Management Fee 0.35%

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