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CLF.TO vs. FFRHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CLF.TO vs. FFRHX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares 1-5 Year Laddered Government Bond Index ETF (CLF.TO) and Fidelity Floating Rate High Income Fund (FFRHX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CLF.TO is traded in CAD, while FFRHX is traded in USD. To make them comparable, the FFRHX values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CLF.TO achieves a 1.00% return, which is significantly lower than FFRHX's 3.47% return. Over the past 10 years, CLF.TO has underperformed FFRHX with an annualized return of 1.60%, while FFRHX has yielded a comparatively higher 5.82% annualized return.


CLF.TO

1D
-0.06%
1M
0.88%
YTD
1.00%
6M
1.19%
1Y
2.80%
3Y*
4.39%
5Y*
1.74%
10Y*
1.60%

FFRHX

1D
-0.16%
1M
1.77%
YTD
3.47%
6M
3.24%
1Y
8.62%
3Y*
8.85%
5Y*
8.40%
10Y*
5.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLF.TO vs. FFRHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CLF.TO
iShares 1-5 Year Laddered Government Bond Index ETF
1.00%3.36%4.82%4.58%-3.98%-1.27%4.82%2.47%1.68%-0.49%
FFRHX
Fidelity Floating Rate High Income Fund
3.47%0.65%16.17%9.95%4.69%4.96%-0.72%4.16%8.52%-3.13%

Correlation

The correlation between CLF.TO and FFRHX is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.00

Correlation (5Y)
Calculated over the trailing 5-year period

-0.00

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Jan 31, 2008

0.03

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Return for Risk

CLF.TO vs. FFRHX — Risk / Return Rank

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

CLF.TO
CLF.TO Risk / Return Rank: 4444
Overall Rank
CLF.TO Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
CLF.TO Sortino Ratio Rank: 4242
Sortino Ratio Rank
CLF.TO Omega Ratio Rank: 4646
Omega Ratio Rank
CLF.TO Calmar Ratio Rank: 4747
Calmar Ratio Rank
CLF.TO Martin Ratio Rank: 4141
Martin Ratio Rank

FFRHX
FFRHX Risk / Return Rank: 9494
Overall Rank
FFRHX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
FFRHX Sortino Ratio Rank: 9898
Sortino Ratio Rank
FFRHX Omega Ratio Rank: 9797
Omega Ratio Rank
FFRHX Calmar Ratio Rank: 9595
Calmar Ratio Rank
FFRHX Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLF.TO vs. FFRHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 1-5 Year Laddered Government Bond Index ETF (CLF.TO) and Fidelity Floating Rate High Income Fund (FFRHX). 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.


CLF.TOFFRHXDifference
Sharpe ratioReturn per unit of total volatility

-0.27

Sortino ratioReturn per unit of downside risk

-0.53

Omega ratioGain probability vs. loss probability

1.26

1.32

-0.06

Calmar ratioReturn relative to maximum drawdown

2.07

2.47

-0.40

Martin ratioReturn relative to average drawdown

5.87

6.21

-0.34

CLF.TO vs. FFRHX - Sharpe Ratio Comparison

The current CLF.TO Sharpe Ratio is 1.38, which is comparable to the FFRHX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of CLF.TO and FFRHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CLF.TO vs. FFRHX - Drawdown Comparison

The maximum CLF.TO drawdown since its inception was -6.91%, smaller than the maximum FFRHX drawdown of -23.02%. Use the drawdown chart below to compare losses from any high point for CLF.TO and FFRHX.


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Drawdown Indicators


CLF.TOFFRHXDifference

Max Drawdown

Largest peak-to-trough decline

-6.91%

-23.02%

+16.11%

Max Drawdown (1Y)

Largest decline over 1 year

-1.35%

-3.22%

+1.87%

Max Drawdown (3Y)

Largest decline over 3 years

-1.40%

-7.85%

+6.45%

Max Drawdown (5Y)

Largest decline over 5 years

-6.80%

-7.85%

+1.05%

Max Drawdown (10Y)

Largest decline over 10 years

-6.91%

-15.23%

+8.32%

Current Drawdown

Current decline from peak

-0.17%

-0.29%

+0.12%

Average Drawdown

Average peak-to-trough decline

-1.08%

-4.28%

+3.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.48%

1.28%

-0.80%

Volatility

CLF.TO vs. FFRHX - Volatility Comparison

iShares 1-5 Year Laddered Government Bond Index ETF (CLF.TO) has a higher volatility of 0.67% compared to Fidelity Floating Rate High Income Fund (FFRHX) at 0.61%. This indicates that CLF.TO's price experiences larger fluctuations and is considered to be riskier than FFRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CLF.TOFFRHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.67%

0.61%

+0.06%

Volatility (6M)

Calculated over the trailing 6-month period

1.49%

3.41%

-1.92%

Volatility (1Y)

Calculated over the trailing 1-year period

2.03%

4.82%

-2.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.99%

6.58%

-3.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.36%

7.26%

-3.90%

CLF.TO vs. FFRHX - Expense Ratio Comparison

CLF.TO has a 0.17% expense ratio, which is lower than FFRHX's 0.67% expense ratio.


Dividends

CLF.TO vs. FFRHX - Dividend Comparison

CLF.TO's dividend yield for the trailing twelve months is around 2.25%, less than FFRHX's 7.10% yield.


PositionTTM20252024202320222021202020192018201720162015
CLF.TO
iShares 1-5 Year Laddered Government Bond Index ETF
2.25%2.22%2.22%2.23%2.10%1.98%2.15%2.46%2.67%2.91%3.12%3.29%
FFRHX
Fidelity Floating Rate High Income Fund
7.10%7.41%6.94%8.24%3.81%2.74%3.84%5.15%4.74%4.05%4.44%3.69%

Frequently Asked Questions


CLF.TO and FFRHX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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