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CADUSD=X vs. VFV.TO
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between CADUSD=X and VFV.TO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

CADUSD=X vs. VFV.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CAD/USD (CADUSD=X) and Vanguard S&P 500 Index ETF (VFV.TO). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-3.76%
9.51%
CADUSD=X
VFV.TO

Key characteristics

Sharpe Ratio

CADUSD=X:

-0.69

VFV.TO:

2.48

Sortino Ratio

CADUSD=X:

-0.99

VFV.TO:

3.48

Omega Ratio

CADUSD=X:

0.88

VFV.TO:

1.46

Calmar Ratio

CADUSD=X:

-0.10

VFV.TO:

3.85

Martin Ratio

CADUSD=X:

-0.98

VFV.TO:

17.48

Ulcer Index

CADUSD=X:

3.63%

VFV.TO:

1.68%

Daily Std Dev

CADUSD=X:

4.99%

VFV.TO:

11.82%

Max Drawdown

CADUSD=X:

-37.49%

VFV.TO:

-27.43%

Current Drawdown

CADUSD=X:

-34.95%

VFV.TO:

-1.35%

Returns By Period

In the year-to-date period, CADUSD=X achieves a 1.52% return, which is significantly lower than VFV.TO's 2.57% return. Over the past 10 years, CADUSD=X has underperformed VFV.TO with an annualized return of -1.18%, while VFV.TO has yielded a comparatively higher 14.44% annualized return.


CADUSD=X

YTD

1.52%

1M

2.22%

6M

-3.42%

1Y

-4.81%

5Y*

-1.23%

10Y*

-1.18%

VFV.TO

YTD

2.57%

1M

-0.03%

6M

14.63%

1Y

29.74%

5Y*

15.68%

10Y*

14.44%

*Annualized

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Risk-Adjusted Performance

CADUSD=X vs. VFV.TO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CADUSD=X
The Risk-Adjusted Performance Rank of CADUSD=X is 1414
Overall Rank
The Sharpe Ratio Rank of CADUSD=X is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of CADUSD=X is 1212
Sortino Ratio Rank
The Omega Ratio Rank of CADUSD=X is 1212
Omega Ratio Rank
The Calmar Ratio Rank of CADUSD=X is 1818
Calmar Ratio Rank
The Martin Ratio Rank of CADUSD=X is 1212
Martin Ratio Rank

VFV.TO
The Risk-Adjusted Performance Rank of VFV.TO is 9191
Overall Rank
The Sharpe Ratio Rank of VFV.TO is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of VFV.TO is 9191
Sortino Ratio Rank
The Omega Ratio Rank of VFV.TO is 9090
Omega Ratio Rank
The Calmar Ratio Rank of VFV.TO is 9090
Calmar Ratio Rank
The Martin Ratio Rank of VFV.TO is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

CADUSD=X vs. VFV.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CAD/USD (CADUSD=X) and Vanguard S&P 500 Index ETF (VFV.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for CADUSD=X, currently valued at -0.69, compared to the broader market0.002.004.006.008.00-0.691.81
The chart of Sortino ratio for CADUSD=X, currently valued at -0.99, compared to the broader market0.0010.0020.0030.0040.00-0.992.49
The chart of Omega ratio for CADUSD=X, currently valued at 0.88, compared to the broader market2.004.006.008.000.881.39
The chart of Calmar ratio for CADUSD=X, currently valued at -0.11, compared to the broader market0.0020.0040.0060.0080.00-0.112.50
The chart of Martin ratio for CADUSD=X, currently valued at -0.98, compared to the broader market0.00100.00200.00300.00400.00500.00-0.9810.76
CADUSD=X
VFV.TO

The current CADUSD=X Sharpe Ratio is -0.69, which is lower than the VFV.TO Sharpe Ratio of 2.48. The chart below compares the historical Sharpe Ratios of CADUSD=X and VFV.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.69
1.81
CADUSD=X
VFV.TO

Drawdowns

CADUSD=X vs. VFV.TO - Drawdown Comparison

The maximum CADUSD=X drawdown since its inception was -37.49%, which is greater than VFV.TO's maximum drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for CADUSD=X and VFV.TO. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-30.56%
-0.02%
CADUSD=X
VFV.TO

Volatility

CADUSD=X vs. VFV.TO - Volatility Comparison

CAD/USD (CADUSD=X) has a higher volatility of 2.97% compared to Vanguard S&P 500 Index ETF (VFV.TO) at 2.66%. This indicates that CADUSD=X's price experiences larger fluctuations and is considered to be riskier than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%SeptemberOctoberNovemberDecember2025February
2.97%
2.66%
CADUSD=X
VFV.TO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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