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EGIF.TO vs. RATE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EGIF.TO vs. RATE.TO

Last updated Jul 25, 2026
Documentation

EGIF.TO (Exemplar Growth and Income Fund) and RATE.TO (Arrow EC Income Advantage Alternative Fund) are both exchange-traded funds - EGIF.TO is a Tactical Allocation fund actively managed by Arrow Capital Management Inc., while RATE.TO is a Investment Grade Bonds fund actively managed by Arrow Capital Management Inc.. Both are actively managed. Over the past 5 years, EGIF.TO returned 7.08%/yr vs 4.76%/yr for RATE.TO. At a 0.04 correlation, their price movements are largely independent.

Performance

EGIF.TO vs. RATE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Exemplar Growth and Income Fund (EGIF.TO) and Arrow EC Income Advantage Alternative Fund (RATE.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EGIF.TO achieves a 13.34% return, which is significantly higher than RATE.TO's 1.47% return.

EGIF.TO

1D
-0.81%
1M
1.14%
6M
6.52%
YTD
13.34%
1Y
24.49%
3Y*
15.95%
5Y*
7.08%
10Y*
—
ALL TIME*
7.98%

RATE.TO

1D
0.10%
1M
0.10%
6M
1.47%
YTD
1.47%
1Y
3.09%
3Y*
5.43%
5Y*
4.76%
10Y*
—
ALL TIME*
4.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

EGIF.TO

Exemplar Growth and Income Fund
CA$4.65KCA$4.45KCA$8.44K

RATE.TO

Arrow EC Income Advantage Alternative Fund
CA$60.20KCA$58.91KCA$69.40K

EGIF.TO vs. RATE.TO - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
EGIF.TO
Exemplar Growth and Income Fund		13.34%15.83%14.66%-1.77%-8.22%17.42%7.67%6.94%0.71%
RATE.TO
Arrow EC Income Advantage Alternative Fund		1.47%4.60%5.59%10.12%2.34%2.46%3.49%6.56%-1.53%

Correlation

The correlation between EGIF.TO and RATE.TO is -0.03, 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

-0.03

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

0.02

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

0.05

Correlation (All Time)
Calculated using the full available price history since Jul 23, 2018

0.04

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Exemplar Growth and Income Fund

Arrow EC Income Advantage Alternative Fund

Often compared with EGIF.TO:
EGIF.TO vs. XGD.TOEGIF.TO vs. XEQT.TOEGIF.TO vs. BMAX.TO
Often compared with RATE.TO:
RATE.TO vs. RPF.TORATE.TO vs. PINC.TORATE.TO vs. XIGS.TORATE.TO vs. XEQT.TORATE.TO vs. ZMMK.TORATE.TO vs. PFLS.TORATE.TO vs. PFMN.TO

Return for Risk

EGIF.TO vs. RATE.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EGIF.TO
EGIF.TO Risk / Return Rank: 8888
Overall Rank
EGIF.TO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
EGIF.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
EGIF.TO Omega Ratio Rank: 9898
Omega Ratio Rank
EGIF.TO Calmar Ratio Rank: 8888
Calmar Ratio Rank
EGIF.TO Martin Ratio Rank: 9191
Martin Ratio Rank
RATE.TO
RATE.TO Risk / Return Rank: 7272
Overall Rank
RATE.TO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
RATE.TO Sortino Ratio Rank: 6363
Sortino Ratio Rank
RATE.TO Omega Ratio Rank: 6262
Omega Ratio Rank
RATE.TO Calmar Ratio Rank: 8989
Calmar Ratio Rank
RATE.TO Martin Ratio Rank: 8787
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.

EGIF.TO vs. RATE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Exemplar Growth and Income Fund (EGIF.TO) and Arrow EC Income Advantage Alternative Fund (RATE.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.

EGIF.TORATE.TODifference
Sharpe ratioReturn per unit of total volatility
1.69
1.39

+0.30

Sortino ratioReturn per unit of downside risk
3.02
2.10

+0.91

Omega ratioGain probability vs. loss probability

2.29

1.27

+1.02

Calmar ratioReturn relative to maximum drawdown

3.70

3.87

-0.17

Martin ratioReturn relative to average drawdown

15.18

12.89

+2.30

EGIF.TO vs. RATE.TO - Sharpe Ratio Comparison

The current EGIF.TO Sharpe Ratio is 1.69, which is comparable to the RATE.TO Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of EGIF.TO and RATE.TO, 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

EGIF.TO vs. RATE.TO - Drawdown Comparison

The maximum EGIF.TO drawdown since its inception was -15.10%, which is greater than RATE.TO's maximum drawdown of -14.01%. Use the drawdown chart below to compare losses from any high point for EGIF.TO and RATE.TO.

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Drawdown Indicators

EGIF.TORATE.TODifference

Max Drawdown

Largest peak-to-trough decline

-15.10%

-14.01%

-1.09%

Max Drawdown (1Y)

Largest decline over 1 year

-6.68%

-0.80%

-5.88%

Max Drawdown (3Y)

Largest decline over 3 years

-6.68%

-2.78%

-3.90%

Max Drawdown (5Y)

Largest decline over 5 years

-15.10%

-3.38%

-11.72%

Current Drawdown

Current decline from peak

-6.61%

-0.14%

-6.47%

Average Drawdown

Average peak-to-trough decline

-3.44%

-0.84%

-2.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.62%

0.24%

+1.38%

Volatility

EGIF.TO vs. RATE.TO - Volatility Comparison

Exemplar Growth and Income Fund (EGIF.TO) has a higher volatility of 9.14% compared to Arrow EC Income Advantage Alternative Fund (RATE.TO) at 0.67%. This indicates that EGIF.TO's price experiences larger fluctuations and is considered to be riskier than RATE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

EGIF.TORATE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.14%

0.67%

+8.47%

Volatility (6M)

Calculated over the trailing 6-month period

10.75%

1.56%

+9.19%

Volatility (1Y)

Calculated over the trailing 1-year period

14.62%

2.24%

+12.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.27%

4.07%

+5.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.09%

5.73%

+3.36%

Dividends

EGIF.TO vs. RATE.TO - Dividend Comparison

EGIF.TO's dividend yield for the trailing twelve months is around 2.93%, less than RATE.TO's 4.64% yield.

PositionTTM20252024202320222021202020192018
EGIF.TO
Exemplar Growth and Income Fund		2.93%3.27%3.66%4.27%4.57%2.66%2.86%2.89%0.75%
RATE.TO
Arrow EC Income Advantage Alternative Fund		4.64%4.60%4.69%4.74%4.11%3.52%2.98%2.99%2.32%

Frequently Asked Questions

EGIF.TO and RATE.TO have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EGIF.TO is categorized as Tactical Allocation, while RATE.TO is Investment Grade Bonds.

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