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BMO Clean Energy Index ETF (ZCLN : TSX)
Global Small/Mid Cap Eq
Click for more information on Fundata’s FundGrade
FundGrade C
Click for more information on Fundata’s FundGrade.
|
Close (07-28-2026) |
$18.67 |
|---|---|
| Change |
-$0.70
(-3.61%)
|
| Open | $19.00 |
|---|---|
| Day Range | $18.56 - $19.00 |
| Volume | 13,427 |
As at June 30, 2026
As at June 30, 2026
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Fund Returns
Inception Return (January 20, 2021): -3.96%
| 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 | -9.93% | 15.64% | 29.71% | 29.71% | 65.73% | 28.11% | 7.64% | 6.02% | 1.71% | - | - | - | - | - |
| Benchmark | 4.04% | 16.35% | 19.75% | 19.75% | 30.56% | 22.38% | 19.75% | 18.98% | 10.45% | 14.27% | 11.81% | 10.04% | 10.46% | 11.38% |
| Category Average | 3.26% | 11.73% | 11.73% | 11.73% | 18.80% | 15.35% | 13.91% | 13.99% | 6.16% | 10.84% | 8.91% | 7.12% | 7.13% | 7.93% |
| Category Rank | 256 / 261 | 60 / 261 | 1 / 259 | 1 / 259 | 1 / 249 | 28 / 238 | 190 / 221 | 197 / 201 | 154 / 193 | - | - | - | - | - |
| Quartile Ranking | 4 | 1 | 1 | 1 | 1 | 1 | 4 | 4 | 4 | - | - | - | - | - |
Monthly Return
| Return % | Jul | Aug | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 4.18% | 6.29% | 9.52% | 12.54% | -2.40% | -4.09% | 10.24% | 0.30% | 1.44% | 11.36% | 15.29% | -9.93% |
| Benchmark | 2.68% | 2.65% | 2.67% | 0.79% | 0.81% | -0.85% | 3.81% | 4.82% | -5.42% | 6.39% | 5.12% | 4.04% |
Best Monthly Return Since Inception
16.85% (July 2022)
Worst Monthly Return Since Inception
-13.48% (February 2021)
Calendar Return (%)
| Return % | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | - | - | - | - | - | - | 2.14% | -21.10% | -20.06% | 40.25% |
| Benchmark | 7.47% | 15.40% | -7.34% | 20.09% | 11.07% | 15.50% | -13.14% | 14.59% | 18.68% | 11.95% |
| Category Average | 3.48% | 12.62% | -10.42% | 13.76% | 14.53% | 12.37% | -15.59% | 12.82% | 12.04% | 12.29% |
| Quartile Ranking | - | - | - | - | - | - | 1 | 4 | 4 | 1 |
| Category Rank | - | - | - | - | - | - | 1/ 199 | 207/ 211 | 223/ 227 | 23/ 240 |
Best Calendar Return (Last 10 years)
40.25% (2025)
Worst Calendar Return (Last 10 years)
-21.10% (2023)
Asset Allocation
| Name | Percent |
|---|---|
| International Equity | 52.57 |
| US Equity | 45.10 |
| Income Trust Units | 1.19 |
| Canadian Equity | 0.99 |
| Cash and Equivalents | 0.16 |
| Other | -0.01 |
Sector Allocation
| Name | Percent |
|---|---|
| Utilities | 31.65 |
| Energy | 30.31 |
| Industrial Goods | 17.68 |
| Technology | 11.61 |
| Real Estate | 0.22 |
| Other | 8.53 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 46.13 |
| Asia | 28.97 |
| Europe | 12.85 |
| Latin America | 5.89 |
| Africa and Middle East | 5.29 |
| Other | 0.87 |
Top Holdings
| Name | Percent |
|---|---|
| Bloom Energy Corp Cl A | 14.78 |
| First Solar Inc | 8.42 |
| NEXTPOWER INC CL A | 7.33 |
| China Yangtze Power Co Ltd Cl A | 5.79 |
| Enphase Energy Inc | 4.89 |
| Vestas Wind Systems A/S | 3.12 |
| Plug Power Inc | 2.86 |
| Solaredge Technologies Inc | 2.66 |
| Equatorial Energia SA | 2.57 |
| Suzlon Energy Ltd | 2.55 |
Equity Style
Fixed Income Style
Risk vs Return (3 Yr)
BMO Clean Energy Index ETF
Median
Other - Global Small/Mid Cap Eq
3 Yr Annualized
| Standard Deviation | 25.26% | 25.52% | - |
|---|---|---|---|
| Beta | 1.03% | 0.98% | - |
| Alpha | -0.09% | -0.06% | - |
| Rsquared | 0.28% | 0.29% | - |
| Sharpe | 0.27% | 0.07% | - |
| Sortino | 0.47% | 0.11% | - |
| Treynor | 0.07% | 0.02% | - |
| Tax Efficiency | 92.76% | - | - |
| Volatility |
|
|
- |
Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 26.55% | 25.26% | 25.52% | - |
| Beta | 0.75% | 1.03% | 0.98% | - |
| Alpha | 0.34% | -0.09% | -0.06% | - |
| Rsquared | 0.10% | 0.28% | 0.29% | - |
| Sharpe | 1.97% | 0.27% | 0.07% | - |
| Sortino | 4.55% | 0.47% | 0.11% | - |
| Treynor | 0.70% | 0.07% | 0.02% | - |
| Tax Efficiency | 98.68% | 92.76% | - | - |
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) | $90 |
| 52 Week High | $25.30 |
| 52 Week Low | $14.30 |
| Annual Dividend | $0.30 |
| 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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