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Purpose Global Climate Opportunities Fund (CLMT.TO...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

CA74642J1075

CUSIP

74642J107

Leveraged

1x

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
CLMT.TO vs. SPY
Popular comparisons:
CLMT.TO vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Purpose Global Climate Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


CLMT.TO (Purpose Global Climate Opportunities Fund)
Benchmark (^GSPC)

Returns By Period


CLMT.TO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of CLMT.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-7.31%-3.19%-14.10%
20233.98%-5.04%0.32%-3.44%-0.66%1.65%2.49%-3.28%-5.14%-3.34%1.13%3.38%-8.21%
2022-12.43%4.74%15.69%-6.95%1.56%-9.26%13.13%6.78%-7.93%0.51%4.59%-7.79%-1.91%
2021-3.63%0.26%5.30%-4.84%-0.46%-1.55%10.98%-0.95%-6.46%-2.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CLMT.TO is 2, meaning it’s performing worse than 98% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CLMT.TO is 22
Overall Rank
The Sharpe Ratio Rank of CLMT.TO is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of CLMT.TO is 22
Sortino Ratio Rank
The Omega Ratio Rank of CLMT.TO is 22
Omega Ratio Rank
The Calmar Ratio Rank of CLMT.TO is 11
Calmar Ratio Rank
The Martin Ratio Rank of CLMT.TO is 00
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Purpose Global Climate Opportunities Fund (CLMT.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
CLMT.TO
^GSPC

There is not enough data available to calculate the Sharpe ratio for Purpose Global Climate Opportunities Fund. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
CLMT.TO (Purpose Global Climate Opportunities Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Purpose Global Climate Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of CA$0.00 per share.


0.40%0.60%0.80%1.00%1.20%1.40%1.60%CA$0.00CA$0.05CA$0.10CA$0.15CA$0.20CA$0.25CA$0.30202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
DividendCA$0.00CA$0.29CA$0.09CA$0.08

Dividend yield

0.00%1.68%0.45%0.41%

Monthly Dividends

The table displays the monthly dividend distributions for Purpose Global Climate Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.00CA$0.00CA$0.00CA$0.00
2023CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.29CA$0.29
2022CA$0.01CA$0.01CA$0.01CA$0.01CA$0.01CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.00CA$0.04CA$0.09
2021CA$0.01CA$0.01CA$0.01CA$0.01CA$0.01CA$0.01CA$0.01CA$0.01CA$0.08

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


CLMT.TO (Purpose Global Climate Opportunities Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Purpose Global Climate Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Purpose Global Climate Opportunities Fund was 32.20%, occurring on Mar 20, 2024. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.2%Sep 16, 2022379Mar 20, 2024
-24.54%Nov 17, 202146Jan 24, 2022140Aug 15, 2022186
-9.74%Apr 28, 202112May 13, 202133Jun 30, 202145
-9.3%Jul 2, 202165Oct 4, 202114Oct 25, 202179
-5.52%Aug 17, 202213Sep 2, 20228Sep 15, 202221

Volatility

Volatility Chart

The current Purpose Global Climate Opportunities Fund volatility is 2.96%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


CLMT.TO (Purpose Global Climate Opportunities Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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