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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.

Fundata ESG GradeD Click for more information on Fundata’s ESG Grade

Fundata ESG Grade D

Click for more information on Fundata’s ESG Grade.

Close
(05-16-2025) 		$13.88
Change
$0.06 (0.43%)
Open $13.78
Day Range $13.78 - $13.90
Volume 4,995

As at April 30, 2025

As at April 30, 2025

As at April 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 2025Jun 2024Jul 2024Aug 2024Sep 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025May 20252021-07-012022-01-012022-07-012023-01-012023-07-012024-01-012024-07-012025-01-01$10.00$20.00$30.00$40.00$12.00$14.00$16.00$18.0001,000,0002,000,000250,000500,000Period
Created with Highcharts 10.3.3Apr 2021Jul 2021Oct 2021Jan 2022Apr 2022Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jun 2024Jul 2024Aug 2024Sep 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 2025May 20252021-07-012022-01-012022-07-012023-01-012023-07-012024-01-012024-07-012025-01-01-60%-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): -17.60%

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 -1.00% -1.78% -10.30% -0.91% -9.82% -19.00% -11.13% -11.73% - - - - - -
Benchmark -3.02% -10.33% -3.31% -6.36% 6.62% 10.09% 8.26% 4.11% 10.78% 6.71% 6.40% 6.49% 8.50% 7.37%
Category Average -1.52% -2.80% -2.80% -3.82% 4.66% 7.14% 6.00% 1.47% 8.75% 5.07% 4.23% 4.35% 5.82% 4.65%
Category Rank 109 / 281 50 / 279 256 / 278 65 / 279 250 / 269 250 / 255 228 / 233 209 / 212 - - - - - -
Quartile Ranking 2 1 4 1 4 4 4 4 - - - - - -

Monthly Return

Created with Highcharts 10.3.3May 24Jun 24Jul 24Aug 24Sep 24Oct 24Nov 24Dec 24Jan 25Feb 25Mar 25Apr 25-15%-10%-5%0%5%10%15%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 12.34% -10.20% 6.82% -1.16% 3.01% -8.37% -4.69% -5.02% 0.89% -2.49% 1.75% -1.00%
Benchmark 2.98% -1.02% 5.44% -1.29% 3.07% 0.86% 6.51% -3.05% 4.42% -3.55% -4.14% -3.02%

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 71.74
US Equity 22.70
Canadian Equity 2.73
Cash and Equivalents 1.49
Income Trust Units 1.34

Sector Allocation

Sector Allocation
Name Percent
Utilities 59.85
Energy 25.99
Technology 6.04
Industrial Goods 4.26
Cash and Cash Equivalent 1.50
Other 2.36

Geographic Allocation

Geographic Allocation
Name Percent
Europe 30.79
Asia 27.92
North America 26.63
Latin America 13.74
Africa and Middle East 0.90
Other 0.02

Top Holdings

Top Holdings
Name Percent
First Solar Inc 7.03
SSE PLC 6.33
Iberdrola SA 6.28
Vestas Wind Systems A/S 5.32
China Yangtze Power Co Ltd Cl A 4.49
Equatorial Energia SA 3.86
EDP Energias de Portugal SA 3.76
Enphase Energy Inc 3.34
Nextracker Inc Cl A 3.30
Suzlon Energy Ltd 3.04

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 Return10152025303540455055606570-30%-20%-10%0%10%20%30%

BMO Clean Energy Index ETF

Median

Other - Global Small/Mid Cap Eq

3 Yr Annualized

Standard Deviation 22.79% - -
Beta 0.88% - -
Alpha -0.17% - -
Rsquared 0.34% - -
Sharpe -0.58% - -
Sortino -0.73% - -
Treynor -0.15% - -
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 21.81% 22.79% - -
Beta 0.55% 0.88% - -
Alpha -0.12% -0.17% - -
Rsquared 0.11% 0.34% - -
Sharpe -0.54% -0.58% - -
Sortino -0.71% -0.73% - -
Treynor -0.22% -0.15% - -
Tax Efficiency - - - -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A14.8​14.814.9​14.90%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A20.5​20.516.1​16.10%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A23.0​23.017.3​17.30%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A10.2​10.217.7​17.70%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

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) -
52 Week High $16.17
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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