CI Equity Asset Allocation ETF (CEQT.TO)

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The chart shows the growth of an initial investment of CA$10,000 in CI Equity Asset Allocation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

CI Equity Asset Allocation ETF (CEQT.TO) has returned -1.84% so far this year and 18.86% over the past 12 months.

Based on dividend-adjusted daily data since May 17, 2023, CEQT.TO's average daily return is +0.07%, while the average monthly return is +1.36%. At this rate, your investment would double in approximately 4.3 years.

Historically, 71% of months were positive and 29% were negative. The best month was Dec 2023 with a return of +7.9%, while the worst month was Mar 2026 at -6.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 2 months.

On a daily basis, CEQT.TO closed higher 14% of trading days. The best single day was Dec 20, 2023 with a return of +7.9%, while the worst single day was Apr 4, 2025 at -8.8%.

CI Equity Asset Allocation ETF has an annualized alpha of 13.22%, beta of 0.30, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since May 18, 2023.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (65.64%) than losses (16.95%) — typical of diversified or defensive assets.
• Beta of 0.30 may look defensive, but with R² of 0.11 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.11 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CEQT.TO has an expense ratio of 0.30%, placing it in the medium range.

CEQT.TO ranks 58 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for CI Equity Asset Allocation ETF (CEQT.TO) and compare them to a chosen benchmark (S&P 500 Index).

CI Equity Asset Allocation ETF provided a 1.04% dividend yield over the last twelve months, with an annual payout of CA$0.31 per share.

The table displays the monthly dividend distributions for CI Equity Asset Allocation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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 CI Equity Asset Allocation ETF. 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 CI Equity Asset Allocation ETF was 14.02%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.

The current CI Equity Asset Allocation ETF drawdown is 7.26%.

The chart below shows the rolling one-month volatility.