CI Global Core Plus Equity ETF (ONEQ.TO)

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CI Global Core Plus Equity ETF (ONEQ.TO) is up 12.4% since the beginning of the year. ONEQ.TO is currently trading at CA$56 per share. Investors who bought CA$1,000 worth of ONEQ.TO shares 5 years ago would now be looking at an investment worth CA$1,835.

CI Global Core Plus Equity ETF (ONEQ.TO) has returned 12.41% so far this year and 26.29% over the past 12 months. Over the last ten years, ONEQ.TO has returned 12.40% per year, falling short of the S&P 500 Index benchmark, which averaged 14.61% annually.

Based on dividend-adjusted daily data since Oct 6, 2015, ONEQ.TO's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.

Historically, 70% of months were positive and 30% were negative. The best month was Nov 2020 with a return of +11.6%, while the worst month was Mar 2020 at -13.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ONEQ.TO closed higher 40% of trading days. The best single day was Mar 25, 2020 with a return of +6.9%, while the worst single day was Mar 12, 2020 at -10.2%.

CI Global Core Plus Equity ETF has an annualized alpha of 7.89%, beta of 0.28, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since October 06, 2015.

• This ETF participated in 77.39% of S&P 500 Index downside but only 76.53% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.28 may look defensive, but with R2 of 0.14 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 0.14 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.

ONEQ.TO ranks 87 for risk / return — in the top 87% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

CI Global Core Plus Equity ETF provided a 1.62% dividend yield over the last twelve months, with an annual payout of CA$0.91 per share.

The table displays the monthly dividend distributions for CI Global Core Plus Equity 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 Global Core Plus Equity 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 Global Core Plus Equity ETF was 34.40%, occurring on Mar 19, 2020. Recovery took 167 trading sessions.

The current CI Global Core Plus Equity ETF drawdown is 1.58%.

The chart below shows the rolling one-month volatility.