ICLNiShares Global Clean Energy ETF

Grow my money18y track recordRanked #262 of 2,992 in this goal

Tracks the investment results of an index composed of global equities in the clean energy sector.

By iShares · Launched 2008

Annual Cost

0.39%

#1,911 of 5,854 · low cost

Fund Size

$2.9B

#610 of 5,854 · large

Return (1Y)Goal

+30.9%

Track Record

18 years

#597 of 5,854 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,547+25.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Sector

Utilities

Focus

Clean Energy

Index tracked

S&P Global Clean Energy Transition Index

What it actually holds

By weight

Concentration

Top 10 holdings = 56.2% of fundmoderately concentrated

BLOOM ENERGY CORPORATION

13.7%

NEXTPOWER INC.

7.3%

BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares

7.1%

FIRST SOLAR, INC.

7.1%

China Yangtze Power Co., Ltd.

5.9%

VESTAS WIND SYSTEMS A/S

3.4%

PLUG POWER INC.

3.3%

ENPHASE ENERGY, INC.

3.2%

EQUATORIAL S.A.

2.9%

SUZLON ENERGY LIMITED

2.4%

Asset allocation

Stocks

99.5%

Cash

0.5%

By sector

Technology

33.8%

Utilities

33.4%

Industrials

31.3%

Basic Materials

1.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

30.6%High

Year-on-year price swings

Max drawdown

-66.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.02Below average

Sortino (3Y)

-0.03Moderate downside risk

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Tracks the investment results of an index composed of global equities in the clean energy sector.
Strategy: Seeks to track the investment results of the S&P Global Clean Energy Transition Index, which includes approximately 100 clean energy-related companies across global markets. The Fund invests primarily in global equities in the clean energy sector, targeting companies with significant clean energy exposure and adhering to specific market capitalization criteria.
Inception date: June 24, 2008
Fund family: iShares