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iShares Flexible Monthly Income ETF CAD (XFLI.TO) Sharpe Ratio: 1.56

ETF · Currency in CAD · Last updated Jul 4, 2026

The fund is an actively managed fixed income solution investing across multiple bond sectors to maximize long-term monthly income, with a secondary objective of capital appreciation.

XFLI.TO's Sharpe Ratio of 1.56 indicates that for each unit of volatility, it generates 1.56 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 4, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

XFLI.TO Sharpe Ratio Rank

XFLI.TO Sharpe Ratio Rank: 55.455
Average

XFLI.TO ranks above 55.4% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

XFLI.TO Sharpe Ratio Market Positioning

The chart shows XFLI.TO's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.80 or lower
  • Yellow zone (middle 50%): 0.80 to 1.95
  • Green zone (top 25%): 1.95 or higher
  • Top 1%: 6.65+
  • Median: 1.45 — half of all investments score higher

How it compares to other similar ETFs

The table compares iShares Flexible Monthly Income ETF CAD's Sharpe Ratio with other ETFs in the High Yield Bonds category across multiple time periods, showing how XFLI.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 Jul 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
ZJK.TOBMO High Yield US Corporate Bond Index ETF1.66
XFLI.TOiShares Flexible Monthly Income ETF CAD1.56
CVD.TOiShares Convertible Bond Index ETF1.06
CGHY.TOCI High Yield Bond Private Pool ETF C$ Series0.98
XSI.TOiShares Short Term Strategic Fixed Income ETF0.77
XHY.TOiShares U.S. High Yield Bond Index ETF (CAD-Hedged)0.72
NHYB.TONBI High Yield Bond ETF0.67
ZHY.TOBMO High Yield US Corporate Bond Hedged to CAD Index ETF0.59

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows XFLI.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 XFLI.TO consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does XFLI.TO fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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