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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 (10-27-2026) |
$17.20 |
|---|---|
| Change |
$0.35
(2.08%)
|
| Open | $16.84 |
|---|---|
| Day Range | $16.84 - $17.23 |
| Volume | 8,511 |
As at September 30, 2026
As at September 30, 2026
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Fund Returns
Inception Return (January 20, 2021): -6.85%
| 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 | 0.76% | -16.80% | -3.79% | 7.92% | 13.69% | 12.05% | 8.32% | -0.63% | -0.84% | - | - | - | - | - |
| Benchmark | -1.28% | -3.87% | 11.85% | 15.11% | 15.97% | 15.85% | 18.76% | 17.69% | 9.38% | 12.56% | 11.19% | 9.52% | 9.74% | 10.04% |
| Category Average | -2.33% | 9.11% | 9.11% | 8.73% | 9.14% | 10.30% | 14.13% | 13.90% | 5.68% | 9.15% | 8.80% | 6.81% | 6.69% | 7.00% |
| Category Rank | 13 / 261 | 258 / 261 | 257 / 261 | 169 / 259 | 84 / 250 | 81 / 238 | 183 / 226 | 206 / 210 | 188 / 198 | - | - | - | - | - |
| Quartile Ranking | 1 | 4 | 4 | 3 | 2 | 2 | 4 | 4 | 4 | - | - | - | - | - |
Monthly Return
| Return % | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 12.54% | -2.40% | -4.09% | 10.24% | 0.30% | 1.44% | 11.36% | 15.29% | -9.93% | -15.16% | -2.67% | 0.76% |
| Benchmark | 0.79% | 0.81% | -0.85% | 3.81% | 4.82% | -5.42% | 6.39% | 5.12% | 4.04% | -5.14% | 2.65% | -1.28% |
Best Monthly Return Since Inception
16.85% (July 2022)
Worst Monthly Return Since Inception
-15.16% (July 2026)
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/ 198 | 206/ 210 | 222/ 226 | 23/ 239 |
Best Calendar Return (Last 10 years)
40.25% (2025)
Worst Calendar Return (Last 10 years)
-21.10% (2023)
Asset Allocation
| Name | Percent |
|---|---|
| International Equity | 61.31 |
| US Equity | 36.24 |
| Income Trust Units | 1.56 |
| Canadian Equity | 0.52 |
| Cash and Equivalents | 0.37 |
Sector Allocation
| Name | Percent |
|---|---|
| Utilities | 38.99 |
| Energy | 28.03 |
| Industrial Goods | 12.87 |
| Technology | 11.99 |
| Cash and Cash Equivalent | 0.37 |
| Other | 7.75 |
Geographic Allocation
| Name | Percent |
|---|---|
| North America | 37.05 |
| Asia | 35.28 |
| Europe | 15.43 |
| Latin America | 7.48 |
| Africa and Middle East | 4.78 |
| Other | -0.02 |
Top Holdings
| Name | Percent |
|---|---|
| Bloom Energy Corp Cl A | 9.72 |
| China Yangtze Power Co Ltd Cl A | 8.05 |
| First Solar Inc | 6.97 |
| NEXTPOWER INC | 6.33 |
| Enphase Energy Inc | 4.20 |
| Vestas Wind Systems A/S | 4.13 |
| Equatorial Energia SA | 3.55 |
| EDP Energias de Portugal SA | 3.00 |
| Plug Power Inc | 2.62 |
| Chubu Electric Power Co Inc | 2.61 |
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 | 25.68% | 26.20% | - |
|---|---|---|---|
| Beta | 1.08% | 1.01% | - |
| Alpha | -0.08% | -0.08% | - |
| Rsquared | 0.29% | 0.30% | - |
| Sharpe | 0.31% | -0.02% | - |
| Sortino | 0.49% | -0.03% | - |
| Treynor | 0.07% | -0.01% | - |
| Tax Efficiency | 92.23% | - | - |
| Volatility |
|
|
- |
Risk Rating
Annualized Key Ratio Period Comparison
| Key Ratio | 1 Yr | 3 Yr | 5 Yr | 10 Yr |
|---|---|---|---|---|
| Standard Deviation | 32.36% | 25.68% | 26.20% | - |
| Beta | 1.21% | 1.08% | 1.01% | - |
| Alpha | -0.01% | -0.08% | -0.08% | - |
| Rsquared | 0.25% | 0.29% | 0.30% | - |
| Sharpe | 0.48% | 0.31% | -0.02% | - |
| Sortino | 0.76% | 0.49% | -0.03% | - |
| Treynor | 0.13% | 0.07% | -0.01% | - |
| Tax Efficiency | 94.79% | 92.23% | - | - |
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) | $75 |
| 52 Week High | $25.30 |
| 52 Week Low | $16.68 |
| 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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