ETFs

The chart shows the growth of an initial investment of CA$10,000 in ETFs, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since May 29, 2025, ETFs's average daily return is +0.10%, while the average monthly return is +1.76%. At this rate, your investment would double in approximately 3.3 years.

Historically, 75% of months were positive and 25% were negative. The best month was Sep 2025 with a return of +5.4%, while the worst month was Dec 2025 at -1.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 1 months.

On a daily basis, ETFs closed higher 60% of trading days. The best single day was Mar 31, 2026 with a return of +2.8%, while the worst single day was Oct 10, 2025 at -2.2%.

ETFs has an annualized alpha of 15.23%, beta of 0.66, and R² of 0.61 versus S&P 500 Index. Calculated based on daily prices since May 29, 2025.

• This portfolio captured 116.90% of S&P 500 Index gains but only 13.49% of its losses — a favorable profile for investors.
• This portfolio generated an annualized alpha of 15.23% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.66 indicates this portfolio moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

ETFs has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

There isn't enough data available to calculate the Sharpe ratio for ETFs. This metric is based on the past 12 months of trading data. Please check back later for updated information.

ETFs provided a 0.87% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the ETFs. 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 ETFs was 4.70%, occurring on Mar 20, 2026. The portfolio has not yet recovered.

The current ETFs drawdown is 0.53%.

The chart below shows the rolling one-month volatility.