iShares Global Clean Energy ETF (ICLN): Historical Returns

Data Source: from January 2009 to February 2024 (~15 years)
Consolidated Returns as of 29 February 2024
Category: Stocks
iShares Global Clean Energy ETF (ICLN) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.72%
February 2024

In the last 10 Years, the iShares Global Clean Energy ETF (ICLN) ETF obtained a 4.21% compound annual return, with a 26.59% standard deviation.

Table of contents
The first official book of
How to build wealth
with Lazy Portfolios and Passive Investing Strategies
Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy
Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: Broad Developed Markets
  • Sector: Energy
  • Industry: Clean Energy

Investment Returns as of Feb 29, 2024

The iShares Global Clean Energy ETF (ICLN) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) ETF
Consolidated returns as of 29 February 2024
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Feb 29, 2024
  1 Day Time ET(*) Mar 2024 1M 6M 1Y 5Y 10Y MAX
(~15Y)
iShares Global Clean Energy ETF (ICLN) ETF n.a. n.a. 0.72 -12.78 -26.46 8.68 4.21 -0.69
US Inflation Adjusted return 0.72 -13.77 -28.40 4.40 1.40 -3.16
Returns over 1 year are annualized | Available data source: since Jan 2009
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Jan 2024. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Current inflation (annualized) is 1Y: 2.71% , 5Y: 4.10% , 10Y: 2.77%

In 2023, the iShares Global Clean Energy ETF (ICLN) ETF granted a 1.25% dividend yield. If you are interested in getting periodic income, please refer to the iShares Global Clean Energy ETF (ICLN) ETF: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 2014, now would be worth 1.51$, with a total return of 51.08% (4.21% annualized).

The Inflation Adjusted Capital now would be 1.15$, with a net total return of 14.91% (1.40% annualized).
An investment of 1$, since January 2009, now would be worth 0.90$, with a total return of -9.97% (-0.69% annualized).

The Inflation Adjusted Capital now would be 0.61$, with a net total return of -38.54% (-3.16% annualized).

Investment Metrics as of Feb 29, 2024

Metrics of iShares Global Clean Energy ETF (ICLN) ETF, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) ETF
Advanced Metrics
Data Source: 1 January 2009 - 29 February 2024 (~15 years)
Swipe left to see all data
Metrics as of Feb 29, 2024
1M 3M 6M 1Y 3Y 5Y 10Y MAX
(~15Y)
Investment Return (%) 0.72 -1.30 -12.78 -26.46 -17.71 8.68 4.21 -0.69
Infl. Adjusted Return (%) details 0.72 -1.83 -13.77 -28.40 -22.01 4.40 1.40 -3.16
US Inflation (%) 0.00 0.54 1.14 2.71 5.52 4.10 2.77 2.55
Pending updates, the monthly inflation after Jan 2024 is set at 0%. Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Deepest Drawdown Depth (%) -33.78 -48.31 -55.16 -55.16 -70.79
Start to Recovery (# months) details 11* 36* 37* 37* 136
Start (yyyy mm) 2023 04 2021 03 2021 02 2021 02 2009 06
Start to Bottom (# months) 7 32 33 33 38
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2012 07
Bottom to End (# months) 4 4 4 4 98
End (yyyy mm) - - - - 2020 09
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest
-33.14
same as
deepest
Start to Recovery (# months) details 56
Start (yyyy mm) 2023 04 2021 03 2021 02 2015 05 2009 06
Start to Bottom (# months) 7 32 33 20 38
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2016 12 2012 07
Bottom to End (# months) 4 4 4 36 98
End (yyyy mm) - - - 2019 12 2020 09
Longest negative period (# months) details 12* 36* 42 73 182*
Period Start (yyyy mm) 2023 03 2021 03 2020 08 2014 03 2009 01
Period End (yyyy mm) 2024 02 2024 02 2024 01 2020 03 2024 02
Annualized Return (%) -26.46 -17.71 -0.15 -0.07 -0.69
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -35.03 -55.70 -61.72 -61.72 -72.78
Start to Recovery (# months) details 11* 36* 37* 37* 138
Start (yyyy mm) 2023 04 2021 03 2021 02 2021 02 2009 06
Start to Bottom (# months) 7 32 33 33 38
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2012 07
Bottom to End (# months) 4 4 4 4 100
End (yyyy mm) - - - - 2020 11
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest
-34.91
same as
deepest
Start to Recovery (# months) details 57
Start (yyyy mm) 2023 04 2021 03 2021 02 2015 05 2009 06
Start to Bottom (# months) 7 32 33 20 38
Bottom (yyyy mm) 2023 10 2023 10 2023 10 2016 12 2012 07
Bottom to End (# months) 4 4 4 37 100
End (yyyy mm) - - - 2020 01 2020 11
Longest negative period (# months) details 12* 36* 49* 105 182*
Period Start (yyyy mm) 2023 03 2021 03 2020 02 2015 05 2009 01
Period End (yyyy mm) 2024 02 2024 02 2024 02 2024 01 2024 02
Annualized Return (%) -28.40 -22.01 -0.01 -0.04 -3.16
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y MAX
Standard Deviation (%) 25.58 28.30 32.08 26.59 29.06
Sharpe Ratio -1.24 -0.71 0.21 0.11 -0.16
Sortino Ratio -1.80 -1.09 0.30 0.16 -0.22
Ulcer Index 19.87 25.26 26.82 24.09 43.77
Ratio: Return / Standard Deviation -1.03 -0.63 0.27 0.16 -0.02
Ratio: Return / Deepest Drawdown -0.78 -0.37 0.16 0.08 -0.01
% Positive Months details 41% 38% 56% 52% 51%
Positive Months 5 14 34 63 93
Negative Months 7 22 26 57 89
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Best 10 Years Return (%) - Annualized 4.21 15.94
Worst 10 Years Return (%) - Annualized -6.59
Best 10 Years Return (%) - Annualized 1.40 13.02
Worst 10 Years Return (%) - Annualized -8.25
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Over the latest 10Y
Best Rolling Return (%) - Annualized 156.00 48.33 30.78 4.21
Worst Rolling Return (%) - Annualized -36.37 -21.71 -1.80
% Positive Periods 54% 70% 93% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 77.29 20.34 15.55 10.95
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 1.42
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 149.46 45.71 28.20 1.40
Worst Rolling Return (%) - Annualized -40.84 -25.90 -3.55
% Positive Periods 50% 64% 88% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 77.29 20.34 15.55 10.95
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 1.42
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 2009 - Feb 2024)
Best Rolling Return (%) - Annualized 156.00 48.33 30.78 15.94
Worst Rolling Return (%) - Annualized -56.95 -33.47 -12.84 -6.59
% Positive Periods 49% 57% 66% 73%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 60.99 16.53 9.53 4.55
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 149.46 45.71 28.20 13.02
Worst Rolling Return (%) - Annualized -57.68 -34.84 -14.29 -8.25
% Positive Periods 45% 53% 59% 68%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 60.99 16.53 9.53 4.55
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Feb 29, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of iShares Global Clean Energy ETF (ICLN) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) ETF
Monthly correlations as of 29 February 2024
Swipe left to see all data
Correlation vs ICLN
Asset Class 1 Year 5 Years 10 Years Since
Jan 2009
VTI
US Total Stock Market
0.84
0.66
0.64
0.69
SPY
US Large Cap
0.82
0.63
0.61
0.67
IJR
US Small Cap
0.81
0.66
0.58
0.63
VNQ
US REITs
0.85
0.58
0.52
0.56
QQQ
US Technology
0.81
0.64
0.61
0.64
PFF
Preferred Stocks
0.51
0.61
0.56
0.58
EFA
EAFE Stocks
0.83
0.62
0.65
0.72
VT
World All Countries
0.86
0.68
0.69
0.74
EEM
Emerging Markets
0.87
0.67
0.69
0.74
VGK
Europe
0.79
0.60
0.61
0.69
VPL
Pacific
0.93
0.68
0.70
0.71
FLLA
Latin America
0.83
0.52
0.52
0.60
BND
US Total Bond Market
0.77
0.53
0.45
0.27
TLT
Long Term Treasuries
0.85
0.32
0.23
-0.05
BIL
US Cash
0.03
-0.27
-0.15
-0.09
TIP
TIPS
0.69
0.57
0.51
0.32
LQD
Invest. Grade Bonds
0.80
0.62
0.57
0.44
HYG
High Yield Bonds
0.82
0.64
0.63
0.65
CWB
US Convertible Bonds
0.91
0.78
0.76
0.75
BNDX
International Bonds
0.79
0.51
0.42
0.24
EMB
Emerg. Market Bonds
0.90
0.67
0.63
0.60
GLD
Gold
0.24
0.29
0.25
0.17
DBC
Commodities
-0.17
0.29
0.29
0.39

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2009 - 29 February 2024 (~15 years)
Inflation Adjusted:
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-55.16% Feb 2021 Oct 2023 33 in progress 4 37 33.67
-33.14% May 2015 Dec 2016 20 Dec 2019 36 56 21.09
-23.96% Mar 2020 Mar 2020 1 Jun 2020 3 4 12.69
-16.88% Jul 2014 Dec 2014 6 Mar 2015 3 9 9.80
-4.46% Apr 2014 Apr 2014 1 Jun 2014 2 3 2.25
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 16 7.6 Months 13.22%
 
DD = 0% 13.22%
 
0% < DD <= -5% 10 12.1 Months 8.26%
 
DD <= -5% 21.49%
 
-5% < DD <= -10% 6 20.2 Months 4.96%
 
DD <= -10% 26.45%
 
-10% < DD <= -15% 11 11.0 Months 9.09%
 
DD <= -15% 35.54%
 
-15% < DD <= -20% 11 11.0 Months 9.09%
 
DD <= -20% 44.63%
 
-20% < DD <= -25% 25 4.8 Months 20.66%
 
DD <= -25% 65.29%
 
-25% < DD <= -30% 18 6.7 Months 14.88%
 
DD <= -30% 80.17%
 
-30% < DD <= -35% 10 12.1 Months 8.26%
 
DD <= -35% 88.43%
 
-35% < DD <= -40% 7 17.3 Months 5.79%
 
DD <= -40% 94.21%
 
-40% < DD <= -45% 1 121.0 Months 0.83%
 
DD <= -45% 95.04%
 
-45% < DD <= -50% 2 60.5 Months 1.65%
 
DD <= -50% 96.69%
 
-50% < DD <= -55% 3 40.3 Months 2.48%
 
DD <= -55% 99.17%
 
-55% < DD <= -60% 1 121.0 Months 0.83%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-61.72% Feb 2021 Oct 2023 33 in progress 4 37 39.91
-34.91% May 2015 Dec 2016 20 Jan 2020 37 57 23.50
-23.64% Mar 2020 Mar 2020 1 Jun 2020 3 4 12.25
-16.54% Jul 2014 Dec 2014 6 Mar 2015 3 9 9.57
-4.64% Apr 2014 Apr 2014 1 Jun 2014 2 3 2.37
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 15 8.1 Months 12.40%
 
DD = 0% 12.40%
 
0% < DD <= -5% 6 20.2 Months 4.96%
 
DD <= -5% 17.36%
 
-5% < DD <= -10% 6 20.2 Months 4.96%
 
DD <= -10% 22.31%
 
-10% < DD <= -15% 9 13.4 Months 7.44%
 
DD <= -15% 29.75%
 
-15% < DD <= -20% 9 13.4 Months 7.44%
 
DD <= -20% 37.19%
 
-20% < DD <= -25% 21 5.8 Months 17.36%
 
DD <= -25% 54.55%
 
-25% < DD <= -30% 21 5.8 Months 17.36%
 
DD <= -30% 71.90%
 
-30% < DD <= -35% 11 11.0 Months 9.09%
 
DD <= -35% 80.99%
 
-35% < DD <= -40% 4 30.3 Months 3.31%
 
DD <= -40% 84.30%
 
-40% < DD <= -45% 9 13.4 Months 7.44%
 
DD <= -45% 91.74%
 
-45% < DD <= -50% 3 40.3 Months 2.48%
 
DD <= -50% 94.21%
 
-50% < DD <= -55% 2 60.5 Months 1.65%
 
DD <= -55% 95.87%
 
-55% < DD <= -60% 4 30.3 Months 3.31%
 
DD <= -60% 99.17%
 
-60% < DD <= -65% 1 121.0 Months 0.83%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-70.79% Jun 2009 Jul 2012 38 Sep 2020 98 136 47.28
-55.16% Feb 2021 Oct 2023 33 in progress 4 37 33.67
-28.80% Jan 2009 Feb 2009 2 May 2009 3 5 14.08
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 7 26.1 Months 3.83%
 
DD = 0% 3.83%
 
0% < DD <= -5% 6 30.5 Months 3.28%
 
DD <= -5% 7.10%
 
-5% < DD <= -10% 2 91.5 Months 1.09%
 
DD <= -10% 8.20%
 
-10% < DD <= -15% 4 45.8 Months 2.19%
 
DD <= -15% 10.38%
 
-15% < DD <= -20% 7 26.1 Months 3.83%
 
DD <= -20% 14.21%
 
-20% < DD <= -25% 10 18.3 Months 5.46%
 
DD <= -25% 19.67%
 
-25% < DD <= -30% 16 11.4 Months 8.74%
 
DD <= -30% 28.42%
 
-30% < DD <= -35% 12 15.3 Months 6.56%
 
DD <= -35% 34.97%
 
-35% < DD <= -40% 16 11.4 Months 8.74%
 
DD <= -40% 43.72%
 
-40% < DD <= -45% 11 16.6 Months 6.01%
 
DD <= -45% 49.73%
 
-45% < DD <= -50% 24 7.6 Months 13.11%
 
DD <= -50% 62.84%
 
-50% < DD <= -55% 34 5.4 Months 18.58%
 
DD <= -55% 81.42%
 
-55% < DD <= -60% 21 8.7 Months 11.48%
 
DD <= -60% 92.90%
 
-60% < DD <= -65% 2 91.5 Months 1.09%
 
DD <= -65% 93.99%
 
-65% < DD <= -70% 10 18.3 Months 5.46%
 
DD <= -70% 99.45%
 
-70% < DD <= -100% 1 183.0 Months 0.55%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-72.78% Jun 2009 Jul 2012 38 Nov 2020 100 138 51.92
-61.72% Feb 2021 Oct 2023 33 in progress 4 37 39.91
-29.24% Jan 2009 Feb 2009 2 May 2009 3 5 14.35
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 5 36.6 Months 2.73%
 
DD = 0% 2.73%
 
0% < DD <= -5% 4 45.8 Months 2.19%
 
DD <= -5% 4.92%
 
-5% < DD <= -10% 3 61.0 Months 1.64%
 
DD <= -10% 6.56%
 
-10% < DD <= -15% 5 36.6 Months 2.73%
 
DD <= -15% 9.29%
 
-15% < DD <= -20% 4 45.8 Months 2.19%
 
DD <= -20% 11.48%
 
-20% < DD <= -25% 10 18.3 Months 5.46%
 
DD <= -25% 16.94%
 
-25% < DD <= -30% 8 22.9 Months 4.37%
 
DD <= -30% 21.31%
 
-30% < DD <= -35% 10 18.3 Months 5.46%
 
DD <= -35% 26.78%
 
-35% < DD <= -40% 8 22.9 Months 4.37%
 
DD <= -40% 31.15%
 
-40% < DD <= -45% 14 13.1 Months 7.65%
 
DD <= -45% 38.80%
 
-45% < DD <= -50% 14 13.1 Months 7.65%
 
DD <= -50% 46.45%
 
-50% < DD <= -55% 23 8.0 Months 12.57%
 
DD <= -55% 59.02%
 
-55% < DD <= -60% 39 4.7 Months 21.31%
 
DD <= -60% 80.33%
 
-60% < DD <= -65% 25 7.3 Months 13.66%
 
DD <= -65% 93.99%
 
-65% < DD <= -70% 5 36.6 Months 2.73%
 
DD <= -70% 96.72%
 
-70% < DD <= -100% 6 30.5 Months 3.28%
 
DD <= -100% 100.00%
 

Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2009 - 29 February 2024 (~15 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -36.37 02/2021
01/2022
0.63$ -18.94 0.81$ 1.56 1.01$ 31.39 1.31$ 156.00 04/2020
03/2021
2.55$ -26.46 45.87%
2Y -27.48 11/2021
10/2023
0.52$ -11.14 0.78$ 5.13 1.10$ 42.42 2.02$ 86.83 01/2019
12/2020
3.49$ -17.07 38.14%
3Y -21.71 02/2021
01/2024
0.47$ -4.96 0.85$ 10.73 1.35$ 35.22 2.47$ 48.33 02/2018
01/2021
3.26$ -17.71 29.41%
5Y -1.80 04/2015
03/2020
0.91$ 1.91 1.09$ 17.01 2.19$ 23.05 2.82$ 30.78 02/2016
01/2021
3.82$ 8.68 6.56%
7Y 7.45 11/2016
10/2023
1.65$ 9.50 1.88$ 12.76 2.31$ 14.47 2.57$ 15.99 11/2014
10/2021
2.82$ 8.77 0.00%
10Y 4.21 03/2014
02/2024
1.51$ 4.21 1.51$ 4.21 1.51$ 4.21 1.51$ 4.21 03/2014
02/2024
1.51$ 4.21 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -40.84 02/2021
01/2022
0.59$ -22.08 0.77$ 0.30 1.00$ 28.39 1.28$ 149.46 04/2020
03/2021
2.49$ -28.40 49.54%
2Y -31.25 11/2021
10/2023
0.47$ -14.61 0.72$ 3.00 1.06$ 40.29 1.96$ 83.50 01/2019
12/2020
3.36$ -20.51 44.33%
3Y -25.90 02/2021
01/2024
0.40$ -6.32 0.82$ 8.53 1.27$ 32.21 2.31$ 45.71 02/2018
01/2021
3.09$ -22.01 35.29%
5Y -3.55 04/2015
03/2020
0.83$ 0.41 1.02$ 12.94 1.83$ 20.38 2.52$ 28.20 02/2016
01/2021
3.46$ 4.40 11.48%
7Y 3.82 11/2016
10/2023
1.29$ 6.32 1.53$ 9.54 1.89$ 11.55 2.14$ 13.50 11/2014
10/2021
2.42$ 5.13 0.00%
10Y 1.40 03/2014
02/2024
1.14$ 1.40 1.14$ 1.40 1.14$ 1.40 1.14$ 1.40 03/2014
02/2024
1.14$ 1.40 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -56.95 06/2011
05/2012
0.43$ -25.29 0.74$ -0.05 0.99$ 34.09 1.34$ 156.00 04/2020
03/2021
2.55$ -26.46 50.29%
2Y -36.26 01/2010
12/2011
0.40$ -21.39 0.61$ 2.63 1.05$ 29.84 1.68$ 86.83 01/2019
12/2020
3.49$ -17.07 45.91%
3Y -33.47 08/2009
07/2012
0.29$ -14.17 0.63$ 5.15 1.16$ 26.83 2.03$ 48.33 02/2018
01/2021
3.26$ -17.71 42.86%
5Y -12.84 01/2010
12/2014
0.50$ -8.74 0.63$ 4.29 1.23$ 20.68 2.55$ 30.78 02/2016
01/2021
3.82$ 8.68 33.33%
7Y -11.25 01/2010
12/2016
0.43$ -7.26 0.59$ 8.74 1.79$ 13.41 2.41$ 18.97 02/2014
01/2021
3.37$ 8.77 33.33%
10Y -6.59 01/2009
12/2018
0.50$ -3.94 0.66$ 6.11 1.80$ 12.64 3.28$ 15.94 08/2012
07/2022
4.38$ 4.21 26.98%
15Y -0.39 02/2009
01/2024
0.94$ -0.39 0.94$ 0.05 1.00$ 1.58 1.26$ 1.58 03/2009
02/2024
1.26$ 1.58 33.33%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -57.68 06/2011
05/2012
0.42$ -28.40 0.71$ -2.20 0.97$ 30.74 1.30$ 149.46 04/2020
03/2021
2.49$ -28.40 54.39%
2Y -37.66 01/2010
12/2011
0.38$ -24.94 0.56$ 0.46 1.00$ 27.33 1.62$ 83.50 01/2019
12/2020
3.36$ -20.51 49.69%
3Y -34.84 08/2009
07/2012
0.27$ -16.12 0.59$ 3.48 1.10$ 22.07 1.81$ 45.71 02/2018
01/2021
3.09$ -22.01 46.26%
5Y -14.29 01/2010
12/2014
0.46$ -10.37 0.57$ 2.55 1.13$ 16.37 2.13$ 28.20 02/2016
01/2021
3.46$ 4.40 40.65%
7Y -12.63 01/2010
12/2016
0.38$ -8.78 0.52$ 6.30 1.53$ 10.78 2.04$ 17.12 02/2014
01/2021
3.02$ 5.13 34.34%
10Y -8.25 01/2009
12/2018
0.42$ -5.57 0.56$ 3.86 1.46$ 10.12 2.62$ 13.02 08/2012
07/2022
3.40$ 1.40 31.75%
15Y -2.88 02/2009
01/2024
0.64$ -2.88 0.64$ -2.44 0.69$ -0.94 0.86$ -0.94 03/2009
02/2024
0.86$ -0.94 100.00%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Global Clean Energy ETF (ICLN) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in iShares Global Clean Energy ETF (ICLN) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
-1.92
60%
-1.17
60%
-4.48
60%
-1.09
40%
2.25
40%
2.65
80%
5.80
60%
2.11
60%
-4.41
40%
1.65
40%
7.56
80%
4.56
60%
Best 5.5
2021
10.5
2022
3.9
2022
12.7
2020
10.8
2020
7.3
2019
17.0
2022
19.0
2020
7.9
2020
16.7
2021
20.3
2020
20.2
2020
Worst -11.4
2022
-13.3
2021
-24.0
2020
-12.5
2022
-2.0
2023
-3.5
2022
-3.2
2021
-12.0
2023
-13.9
2022
-11.0
2023
-7.0
2021
-9.4
2021
Monthly Seasonality over the period Feb 2009 - Feb 2024
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
0.42
70%
0.47
60%
-0.14
70%
-0.36
40%
0.85
40%
0.73
70%
3.13
60%
0.35
60%
-3.72
20%
0.73
40%
2.91
50%
2.29
50%
Best 14.9
2019
10.5
2022
11.1
2016
12.7
2020
10.8
2020
7.4
2014
17.0
2022
19.0
2020
7.9
2020
16.7
2021
20.3
2020
20.2
2020
Worst -11.6
2016
-13.3
2021
-24.0
2020
-12.5
2022
-5.2
2016
-8.8
2018
-5.6
2014
-12.0
2023
-13.9
2022
-11.0
2023
-9.3
2016
-9.4
2021
Monthly Seasonality over the period Feb 2009 - Feb 2024
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
-0.04
63%
-0.79
56%
1.65
73%
1.40
40%
-1.01
40%
0.01
53%
1.97
60%
-1.21
47%
-1.94
40%
-0.17
40%
1.31
47%
2.53
53%
Best 14.9
2019
10.5
2022
14.9
2009
20.3
2009
12.4
2009
7.4
2014
17.0
2022
19.0
2020
14.9
2013
16.7
2021
20.3
2020
20.2
2020
Worst -13.6
2010
-24.9
2009
-24.0
2020
-12.5
2022
-17.4
2012
-8.8
2018
-12.6
2012
-12.0
2023
-29.9
2011
-12.1
2009
-12.3
2010
-9.4
2021
Monthly Seasonality over the period Feb 2009 - Feb 2024

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the iShares Global Clean Energy ETF (ICLN) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ISHARES GLOBAL CLEAN ENERGY ETF (ICLN) ETF
Monthly Returns Distribution
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2009 - 29 February 2024 (~15 years)
63 Positive Months (53%) - 57 Negative Months (48%)
93 Positive Months (51%) - 89 Negative Months (49%)
Swipe left to see all data
(Scroll down to see all data)
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.