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CI Equity+ Asset Allocation ETF (CEQP.TO) Sharpe Ratio

ETF · Currency in CAD · Last updated Jun 5, 2026

The CI Equity+ Asset Allocation ETF holds the same low-cost global equity portfolio as the CI Equity Asset Allocation ETF (CEQT), with an additional ~8% allocation to gold and bitcoin to provide protection against inflation, rising government debt, and geopolitical uncertainty. The fund seeks long-term capital growth through a primarily equity-focused strategy enhanced with alternative store-of-value assets.

Sharpe ratio is not yet available for CEQP.TO. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares CI Equity+ Asset Allocation ETF's Sharpe Ratio with other ETFs in the Diversified Portfolio category across multiple time periods, showing how CEQP.TO's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
GRO.TOFranklin Growth ETF Portfolio3.14
CEQT.TOCI Equity Asset Allocation ETF3.05
XTR.TOiShares Diversified Monthly Income ETF2.92
TGRO.TOTD Growth ETF Portfolio2.67
VGRO.TOVanguard Growth ETF Portfolio2.66
MGRW.TOMackenzie Growth Allocation ETF2.64
HBAL.TOGlobal X Balanced Asset Allocation ETF2.55
FEQT.NEOFidelity All-in-One Equity ETF Fund2.36
VBAL.TOVanguard Balanced ETF Portfolio2.35
FGRO.NEOFidelity All-in-One Growth ETF2.32
CEQP.TOCI Equity+ Asset Allocation ETF—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows CEQP.TO's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when CEQP.TO consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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