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XCLN.TO vs. BND.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XCLN.TO vs. BND.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Global Clean Energy Index ETF (XCLN.TO) and Purpose Global Bond Fund (BND.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XCLN.TO achieves a 43.07% return, which is significantly higher than BND.TO's 0.89% return.


XCLN.TO

1D
-0.93%
1M
14.72%
YTD
43.07%
6M
37.48%
1Y
84.30%
3Y*
8.97%
5Y*
10Y*

BND.TO

1D
-0.28%
1M
0.77%
YTD
0.89%
6M
1.18%
1Y
6.14%
3Y*
7.22%
5Y*
3.27%
10Y*
3.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XCLN.TO vs. BND.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022
XCLN.TO
iShares Global Clean Energy Index ETF
43.07%37.41%-19.86%-21.98%13.22%
BND.TO
Purpose Global Bond Fund
0.89%7.23%7.49%8.45%-1.84%

Correlation

The correlation between XCLN.TO and BND.TO is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.11

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

0.20

Correlation (All Time)
Calculated using the full available price history since May 3, 2022

0.18

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Return for Risk

XCLN.TO vs. BND.TO — Risk / Return Rank

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

XCLN.TO
XCLN.TO Risk / Return Rank: 8888
Overall Rank
XCLN.TO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
XCLN.TO Sortino Ratio Rank: 8484
Sortino Ratio Rank
XCLN.TO Omega Ratio Rank: 8282
Omega Ratio Rank
XCLN.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
XCLN.TO Martin Ratio Rank: 8989
Martin Ratio Rank

BND.TO
BND.TO Risk / Return Rank: 5555
Overall Rank
BND.TO Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
BND.TO Sortino Ratio Rank: 6161
Sortino Ratio Rank
BND.TO Omega Ratio Rank: 6161
Omega Ratio Rank
BND.TO Calmar Ratio Rank: 4343
Calmar Ratio Rank
BND.TO Martin Ratio Rank: 5252
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.

XCLN.TO vs. BND.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy Index ETF (XCLN.TO) and Purpose Global Bond Fund (BND.TO). 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.


XCLN.TOBND.TODifference
Sharpe ratioReturn per unit of total volatility

+1.13

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.49

1.38

+0.11

Calmar ratioReturn relative to maximum drawdown

7.00

2.17

+4.83

Martin ratioReturn relative to average drawdown

19.91

8.87

+11.04

XCLN.TO vs. BND.TO - Sharpe Ratio Comparison

The current XCLN.TO Sharpe Ratio is 3.15, which is higher than the BND.TO Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of XCLN.TO and BND.TO, 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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Sharpe Ratios by Period


XCLN.TOBND.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.15

2.02

+1.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.61

-0.28

Drawdowns

XCLN.TO vs. BND.TO - Drawdown Comparison

The maximum XCLN.TO drawdown since its inception was -49.29%, which is greater than BND.TO's maximum drawdown of -16.55%. Use the drawdown chart below to compare losses from any high point for XCLN.TO and BND.TO.


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Drawdown Indicators


XCLN.TOBND.TODifference

Max Drawdown

Largest peak-to-trough decline

-49.29%

-16.55%

-32.74%

Max Drawdown (1Y)

Largest decline over 1 year

-12.10%

-2.84%

-9.26%

Max Drawdown (3Y)

Largest decline over 3 years

-39.31%

-4.46%

-34.85%

Max Drawdown (5Y)

Largest decline over 5 years

-12.23%

Max Drawdown (10Y)

Largest decline over 10 years

-16.55%

Current Drawdown

Current decline from peak

-0.98%

-0.45%

-0.53%

Average Drawdown

Average peak-to-trough decline

-25.54%

-2.07%

-23.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.25%

0.69%

+3.56%

Volatility

XCLN.TO vs. BND.TO - Volatility Comparison

iShares Global Clean Energy Index ETF (XCLN.TO) has a higher volatility of 10.50% compared to Purpose Global Bond Fund (BND.TO) at 1.35%. This indicates that XCLN.TO's price experiences larger fluctuations and is considered to be riskier than BND.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XCLN.TOBND.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

10.50%

1.35%

+9.15%

Volatility (6M)

Calculated over the trailing 6-month period

20.24%

2.52%

+17.72%

Volatility (1Y)

Calculated over the trailing 1-year period

26.95%

3.06%

+23.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.50%

5.10%

+20.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.50%

5.15%

+20.35%

Dividends

XCLN.TO vs. BND.TO - Dividend Comparison

XCLN.TO's dividend yield for the trailing twelve months is around 1.04%, less than BND.TO's 5.86% yield.


PositionTTM20252024202320222021202020192018201720162015
BND.TO
Purpose Global Bond Fund
5.86%5.70%5.24%5.20%4.14%3.89%3.48%3.11%3.96%3.47%3.26%0.53%
XCLN.TO
iShares Global Clean Energy Index ETF
1.04%1.49%1.24%1.15%0.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


XCLN.TO and BND.TO have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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