CGRA.TO vs. FCGI.TO
CGRA.TO (CI Global Real Asset Private Pool) and FCGI.TO (Fidelity Global Monthly High Income ETF) are both Global Allocation funds. Both are actively managed. Over the past 5 years, CGRA.TO returned 7.84%/yr vs 8.88%/yr for FCGI.TO. At a 0.10 correlation, their price movements are largely independent.
Performance
CGRA.TO vs. FCGI.TO - Performance Comparison
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Returns By Period
In the year-to-date period, CGRA.TO achieves a 15.15% return, which is significantly higher than FCGI.TO's 8.54% return.
CGRA.TO
- 1D
- 0.00%
- 1M
- 3.45%
- YTD
- 15.15%
- 6M
- 15.15%
- 1Y
- 17.05%
- 3Y*
- 13.99%
- 5Y*
- 7.84%
- 10Y*
- —
FCGI.TO
- 1D
- 0.12%
- 1M
- 0.62%
- YTD
- 8.54%
- 6M
- 8.26%
- 1Y
- 19.25%
- 3Y*
- 13.63%
- 5Y*
- 8.88%
- 10Y*
- —
CGRA.TO vs. FCGI.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CGRA.TO CI Global Real Asset Private Pool | 15.15% | 7.16% | 10.58% | 6.33% | -9.03% | 20.00% | 6.05% |
FCGI.TO Fidelity Global Monthly High Income ETF | 8.54% | 13.21% | 13.10% | 9.65% | -5.30% | 14.00% | 16.68% |
Correlation
The correlation between CGRA.TO and FCGI.TO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since May 21, 2020 | 0.10 |
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Return for Risk
CGRA.TO vs. FCGI.TO — Risk / Return Rank
CGRA.TO
FCGI.TO
CGRA.TO vs. FCGI.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Global Real Asset Private Pool (CGRA.TO) and Fidelity Global Monthly High Income ETF (FCGI.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CGRA.TO | FCGI.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.70 | 1.74 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | 5.10 | -2.42 |
| Martin ratioReturn relative to average drawdown | 9.91 | 19.28 | -9.37 |
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Drawdowns
CGRA.TO vs. FCGI.TO - Drawdown Comparison
The maximum CGRA.TO drawdown since its inception was -16.03%, smaller than the maximum FCGI.TO drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for CGRA.TO and FCGI.TO.
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Drawdown Indicators
| CGRA.TO | FCGI.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.03% | -63.41% | +47.38% |
Max Drawdown (1Y)Largest decline over 1 year | -6.43% | -3.79% | -2.64% |
Max Drawdown (3Y)Largest decline over 3 years | -7.89% | -9.45% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -16.03% | -11.16% | -4.87% |
Current DrawdownCurrent decline from peak | 0.00% | -17.58% | +17.58% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -40.70% | +36.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 1.00% | +0.73% |
Volatility
CGRA.TO vs. FCGI.TO - Volatility Comparison
CI Global Real Asset Private Pool (CGRA.TO) has a higher volatility of 2.67% compared to Fidelity Global Monthly High Income ETF (FCGI.TO) at 1.81%. This indicates that CGRA.TO's price experiences larger fluctuations and is considered to be riskier than FCGI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGRA.TO | FCGI.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 1.81% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 7.14% | 5.58% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.43% | 6.97% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.12% | 8.54% | +3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.68% | 22.20% | -10.52% |
Dividends
CGRA.TO vs. FCGI.TO - Dividend Comparison
CGRA.TO's dividend yield for the trailing twelve months is around 3.56%, more than FCGI.TO's 3.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
CGRA.TO CI Global Real Asset Private Pool | 3.56% | 4.02% | 4.14% | 4.39% | 4.46% | 3.89% | 2.61% |
FCGI.TO Fidelity Global Monthly High Income ETF | 3.08% | 3.25% | 3.21% | 3.50% | 3.71% | 2.62% | 5.47% |
Frequently Asked Questions
CGRA.TO and FCGI.TO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: CI and Fidelity.
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