ICLNiShares Global Clean Energy ETF

Grow my money17y track recordRanked #251 of 2,960 in this goal

Seeks to track the investment results of an index composed of global equities in the clean energy sector.

By iShares · Launched 2008

Annual Cost

0.39%

#1,958 of 5,562 · average

Fund Size

$3.2B

#557 of 5,562 · large

Return (1Y)Goal

+67.5%

Track Record

17 years

#607 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$17,691+76.9%

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

Classification

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 = 55.2% of fundmoderately concentrated

BLOOM ENERGY CORPORATION

10.4%

NEXTPOWER INC.

9.8%

FIRST SOLAR, INC.

6.9%

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

5.8%

Iberdrola, S.A.

5.6%

China Yangtze Power Co., Ltd.

4.5%

ORMAT TECHNOLOGIES, INC.

3.5%

ENPHASE ENERGY, INC.

2.9%

EQUATORIAL S.A.

2.9%

VESTAS WIND SYSTEMS A/S

2.8%

Asset allocation

Stocks

99.6%

Cash

0.4%

By sector

Technology

37.3%

Utilities

32.0%

Industrials

29.3%

Basic Materials

1.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

28.1%High

Year-on-year price swings

Max drawdown

-66.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.20Below average

Sortino (3Y)

0.29Moderate downside risk

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the investment results of an index composed of global equities in the clean energy sector.
Strategy: Tracks the S&P Global Clean Energy Transition Index, which includes approximately 100 clean energy-related companies across developed and emerging markets, weighted by market capitalization and exposure scores.
Inception date: June 24, 2008
Fund family: iShares