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ICLN vs. PSILX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ICLN vs. PSILX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Clean Energy ETF (ICLN) and T. Rowe Price Spectrum International Equity Fund (PSILX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ICLN achieves a 28.34% return, which is significantly higher than PSILX's 12.26% return. Over the past 10 years, ICLN has outperformed PSILX with an annualized return of 11.52%, while PSILX has yielded a comparatively lower 8.88% annualized return.


ICLN

1D
0.80%
1M
-3.23%
YTD
28.34%
6M
28.17%
1Y
61.48%
3Y*
5.46%
5Y*
-0.17%
10Y*
11.52%

PSILX

1D
0.46%
1M
3.76%
YTD
12.26%
6M
14.02%
1Y
27.05%
3Y*
16.34%
5Y*
6.27%
10Y*
8.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ICLN vs. PSILX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ICLN
iShares Global Clean Energy ETF
28.34%47.05%-25.72%-20.41%-5.43%-24.18%141.82%44.36%-9.03%21.47%
PSILX
T. Rowe Price Spectrum International Equity Fund
12.26%30.30%4.28%13.83%-18.04%5.00%13.94%25.00%-14.83%26.79%

Correlation

The correlation between ICLN and PSILX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.59

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Jun 25, 2008

0.69

The correlation between ICLN and PSILX shifts across timeframes, from 0.56 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ICLN vs. PSILX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ICLN
ICLN Risk / Return Rank: 7373
Overall Rank
ICLN Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ICLN Sortino Ratio Rank: 6767
Sortino Ratio Rank
ICLN Omega Ratio Rank: 6464
Omega Ratio Rank
ICLN Calmar Ratio Rank: 8080
Calmar Ratio Rank
ICLN Martin Ratio Rank: 7979
Martin Ratio Rank

PSILX
PSILX Risk / Return Rank: 4040
Overall Rank
PSILX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
PSILX Sortino Ratio Rank: 3939
Sortino Ratio Rank
PSILX Omega Ratio Rank: 4343
Omega Ratio Rank
PSILX Calmar Ratio Rank: 3737
Calmar Ratio Rank
PSILX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ICLN vs. PSILX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy ETF (ICLN) and T. Rowe Price Spectrum International Equity Fund (PSILX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ICLNPSILXDifference
Sharpe ratioReturn per unit of total volatility

+0.60

Sortino ratioReturn per unit of downside risk

+0.51

Omega ratioGain probability vs. loss probability

1.35

1.30

+0.04

Calmar ratioReturn relative to maximum drawdown

3.77

2.04

+1.73

Martin ratioReturn relative to average drawdown

13.82

7.72

+6.10

ICLN vs. PSILX - Sharpe Ratio Comparison

The current ICLN Sharpe Ratio is 2.19, which is higher than the PSILX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of ICLN and PSILX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ICLN vs. PSILX - Drawdown Comparison

The maximum ICLN drawdown since its inception was -87.15%, which is greater than PSILX's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for ICLN and PSILX.


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Drawdown Indicators


ICLNPSILXDifference

Max Drawdown

Largest peak-to-trough decline

-87.15%

-61.38%

-25.77%

Max Drawdown (1Y)

Largest decline over 1 year

-16.38%

-12.72%

-3.66%

Max Drawdown (3Y)

Largest decline over 3 years

-43.18%

-13.70%

-29.48%

Max Drawdown (5Y)

Largest decline over 5 years

-57.16%

-33.13%

-24.03%

Max Drawdown (10Y)

Largest decline over 10 years

-66.75%

-33.33%

-33.42%

Current Drawdown

Current decline from peak

-42.58%

-1.66%

-40.92%

Average Drawdown

Average peak-to-trough decline

-66.55%

-14.05%

-52.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.46%

3.32%

+1.14%

Volatility

ICLN vs. PSILX - Volatility Comparison

iShares Global Clean Energy ETF (ICLN) has a higher volatility of 12.94% compared to T. Rowe Price Spectrum International Equity Fund (PSILX) at 6.70%. This indicates that ICLN's price experiences larger fluctuations and is considered to be riskier than PSILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ICLNPSILXDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.94%

6.70%

+6.24%

Volatility (6M)

Calculated over the trailing 6-month period

22.57%

14.03%

+8.54%

Volatility (1Y)

Calculated over the trailing 1-year period

28.28%

16.33%

+11.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.55%

15.94%

+11.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.33%

16.28%

+11.05%

ICLN vs. PSILX - Expense Ratio Comparison

ICLN has a 0.39% expense ratio, which is lower than PSILX's 0.89% expense ratio.


Dividends

ICLN vs. PSILX - Dividend Comparison

ICLN's dividend yield for the trailing twelve months is around 1.54%, less than PSILX's 4.83% yield.


PositionTTM20252024202320222021202020192018201720162015
ICLN
iShares Global Clean Energy ETF
1.54%1.63%1.85%1.59%0.89%1.18%0.34%1.36%2.77%2.49%3.88%2.36%
PSILX
T. Rowe Price Spectrum International Equity Fund
4.83%5.42%2.04%1.88%6.67%3.49%0.88%3.49%6.69%0.58%0.17%0.08%

Frequently Asked Questions


ICLN and PSILX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ICLN has higher volatility (12.94%) compared to PSILX (6.70%). In terms of maximum drawdown, ICLN dropped -87.15% vs PSILX's -61.38%.

ICLN currently has the higher Sharpe Ratio (2.19 vs 1.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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