DIVGX vs. ORDNX
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and North Square Preferred and Income Securities Fund (ORDNX).
DIVGX is managed by Guardian. It was launched on May 1, 2019. ORDNX is managed by North Square. It was launched on Jun 28, 2013.
Performance
DIVGX vs. ORDNX - Performance Comparison
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DIVGX vs. ORDNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 0.95% | 13.62% | 16.20% | 19.48% | -14.64% | 27.43% | 9.47% | 10.67% |
ORDNX North Square Preferred and Income Securities Fund | -0.77% | 7.30% | 14.81% | 15.24% | -14.22% | 27.51% | 12.29% | 13.25% |
Returns By Period
In the year-to-date period, DIVGX achieves a 0.95% return, which is significantly higher than ORDNX's -0.77% return.
DIVGX
- 1D
- 2.06%
- 1M
- -4.31%
- YTD
- 0.95%
- 6M
- 1.51%
- 1Y
- 13.91%
- 3Y*
- 15.24%
- 5Y*
- 10.69%
- 10Y*
- —
ORDNX
- 1D
- 0.43%
- 1M
- -1.55%
- YTD
- -0.77%
- 6M
- -0.18%
- 1Y
- 5.08%
- 3Y*
- 12.10%
- 5Y*
- 7.57%
- 10Y*
- 11.45%
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DIVGX vs. ORDNX - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is lower than ORDNX's 1.27% expense ratio.
Return for Risk
DIVGX vs. ORDNX — Risk / Return Rank
DIVGX
ORDNX
DIVGX vs. ORDNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) and North Square Preferred and Income Securities Fund (ORDNX). 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.
| DIVGX | ORDNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.92 | -0.83 |
Sortino ratioReturn per unit of downside risk | 1.61 | 2.42 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.43 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.87 | -0.32 |
Martin ratioReturn relative to average drawdown | 7.56 | 7.04 | +0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DIVGX | ORDNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.92 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 1.08 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.73 | -0.05 |
Correlation
The correlation between DIVGX and ORDNX is 0.61, 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.
Dividends
DIVGX vs. ORDNX - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 26.86%, more than ORDNX's 6.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 26.86% | 27.35% | 1.15% | 1.46% | 3.08% | 1.36% | 1.22% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
ORDNX North Square Preferred and Income Securities Fund | 6.74% | 6.99% | 5.50% | 5.72% | 15.30% | 8.48% | 2.77% | 1.85% | 3.13% | 1.22% | 2.65% | 2.98% |
Drawdowns
DIVGX vs. ORDNX - Drawdown Comparison
The maximum DIVGX drawdown since its inception was -32.33%, smaller than the maximum ORDNX drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for DIVGX and ORDNX.
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Drawdown Indicators
| DIVGX | ORDNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.33% | -34.40% | +2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -2.66% | -6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -23.86% | -18.77% | -5.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.40% | — |
Current DrawdownCurrent decline from peak | -4.92% | -2.15% | -2.77% |
Average DrawdownAverage peak-to-trough decline | -4.69% | -3.86% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 0.71% | +1.26% |
Volatility
DIVGX vs. ORDNX - Volatility Comparison
Guardian Capital Dividend Growth Fund (DIVGX) has a higher volatility of 4.30% compared to North Square Preferred and Income Securities Fund (ORDNX) at 1.18%. This indicates that DIVGX's price experiences larger fluctuations and is considered to be riskier than ORDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIVGX | ORDNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 1.18% | +3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 7.09% | 1.74% | +5.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 2.66% | +10.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 7.08% | +6.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 14.24% | +2.57% |