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EIF.TO vs. ^GSPTSE
Performance
Return for Risk
Drawdowns
Volatility

Performance

EIF.TO vs. ^GSPTSE - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Exchange Income Corporation (EIF.TO) and S&P TSX Composite Index (Canada) (^GSPTSE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EIF.TO achieves a 52.15% return, which is significantly higher than ^GSPTSE's 9.74% return. Over the past 10 years, EIF.TO has outperformed ^GSPTSE with an annualized return of 21.29%, while ^GSPTSE has yielded a comparatively lower 9.36% annualized return.


EIF.TO

1D
-0.55%
1M
23.90%
YTD
52.15%
6M
54.63%
1Y
124.29%
3Y*
38.20%
5Y*
31.77%
10Y*
21.29%

^GSPTSE

1D
-1.05%
1M
3.46%
YTD
9.74%
6M
11.68%
1Y
31.69%
3Y*
20.23%
5Y*
11.68%
10Y*
9.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EIF.TO vs. ^GSPTSE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EIF.TO
Exchange Income Corporation
52.15%45.29%37.59%-9.76%31.82%21.59%-11.59%67.92%-15.09%-9.33%
^GSPTSE
S&P TSX Composite Index (Canada)
9.74%28.25%17.99%8.12%-8.66%21.74%2.17%19.13%-11.64%6.03%

Correlation

The correlation between EIF.TO and ^GSPTSE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.46

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

0.51

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

0.43

Correlation (All Time)
Calculated using the full available price history since May 11, 2004

0.27

The correlation between EIF.TO and ^GSPTSE shifts across timeframes, from 0.27 (all time) to 0.51 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

EIF.TO vs. ^GSPTSE — Risk / Return Rank

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

EIF.TO
EIF.TO Risk / Return Rank: 9898
Overall Rank
EIF.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
EIF.TO Sortino Ratio Rank: 9999
Sortino Ratio Rank
EIF.TO Omega Ratio Rank: 9898
Omega Ratio Rank
EIF.TO Calmar Ratio Rank: 9898
Calmar Ratio Rank
EIF.TO Martin Ratio Rank: 9898
Martin Ratio Rank

^GSPTSE
^GSPTSE Risk / Return Rank: 8484
Overall Rank
^GSPTSE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
^GSPTSE Sortino Ratio Rank: 8282
Sortino Ratio Rank
^GSPTSE Omega Ratio Rank: 8484
Omega Ratio Rank
^GSPTSE Calmar Ratio Rank: 8282
Calmar Ratio Rank
^GSPTSE Martin Ratio Rank: 8989
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.

EIF.TO vs. ^GSPTSE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Exchange Income Corporation (EIF.TO) and S&P TSX Composite Index (Canada) (^GSPTSE). 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.


EIF.TO^GSPTSEDifference
Sharpe ratioReturn per unit of total volatility

+2.47

Sortino ratioReturn per unit of downside risk

+3.00

Omega ratioGain probability vs. loss probability

1.81

1.45

+0.35

Calmar ratioReturn relative to maximum drawdown

12.78

3.41

+9.37

Martin ratioReturn relative to average drawdown

37.57

15.31

+22.25

EIF.TO vs. ^GSPTSE - Sharpe Ratio Comparison

The current EIF.TO Sharpe Ratio is 4.98, which is higher than the ^GSPTSE Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of EIF.TO and ^GSPTSE, 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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Sharpe Ratios by Period


EIF.TO^GSPTSEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.98

2.51

+2.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.34

0.89

+0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.62

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.44

+0.23

Drawdowns

EIF.TO vs. ^GSPTSE - Drawdown Comparison

The maximum EIF.TO drawdown since its inception was -68.18%, which is greater than ^GSPTSE's maximum drawdown of -49.99%. Use the drawdown chart below to compare losses from any high point for EIF.TO and ^GSPTSE.


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Drawdown Indicators


EIF.TO^GSPTSEDifference

Max Drawdown

Largest peak-to-trough decline

-68.18%

-49.99%

-18.19%

Max Drawdown (1Y)

Largest decline over 1 year

-9.78%

-9.33%

-0.45%

Max Drawdown (3Y)

Largest decline over 3 years

-20.90%

-12.79%

-8.11%

Max Drawdown (5Y)

Largest decline over 5 years

-21.47%

-17.57%

-3.90%

Max Drawdown (10Y)

Largest decline over 10 years

-68.18%

-37.43%

-30.75%

Current Drawdown

Current decline from peak

-0.55%

-1.05%

+0.50%

Average Drawdown

Average peak-to-trough decline

-9.70%

-11.51%

+1.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.32%

2.07%

+1.25%

Volatility

EIF.TO vs. ^GSPTSE - Volatility Comparison

Exchange Income Corporation (EIF.TO) has a higher volatility of 11.59% compared to S&P TSX Composite Index (Canada) (^GSPTSE) at 3.39%. This indicates that EIF.TO's price experiences larger fluctuations and is considered to be riskier than ^GSPTSE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EIF.TO^GSPTSEDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.59%

3.39%

+8.20%

Volatility (6M)

Calculated over the trailing 6-month period

20.52%

10.30%

+10.22%

Volatility (1Y)

Calculated over the trailing 1-year period

25.11%

12.67%

+12.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.91%

13.15%

+10.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.67%

15.09%

+17.58%

Frequently Asked Questions


EIF.TO and ^GSPTSE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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