PortfoliosLab logoPortfoliosLab logo
EVT.TO vs. DLCG.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EVT.TO vs. DLCG.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Economic Investment Trust Limited (EVT.TO) and Dominion Lending Centres Inc. (DLCG.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EVT.TO achieves a 21.67% return, which is significantly higher than DLCG.TO's -13.26% return. Over the past 10 years, EVT.TO has outperformed DLCG.TO with an annualized return of 16.04%, while DLCG.TO has yielded a comparatively lower 6.25% annualized return.


EVT.TO

1D
-0.59%
1M
1.12%
YTD
21.67%
6M
24.74%
1Y
29.37%
3Y*
35.81%
5Y*
25.67%
10Y*
16.04%

DLCG.TO

1D
1.55%
1M
-9.67%
YTD
-13.26%
6M
-11.30%
1Y
-8.17%
3Y*
58.57%
5Y*
20.20%
10Y*
6.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EVT.TO vs. DLCG.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EVT.TO
Economic Investment Trust Limited
21.67%54.60%30.54%9.24%10.53%21.94%3.00%10.65%-10.52%10.47%
DLCG.TO
Dominion Lending Centres Inc.
-13.26%29.71%187.28%-8.13%-12.34%22.15%136.15%4.00%-45.11%-38.57%

Correlation

The correlation between EVT.TO and DLCG.TO is -0.02, 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

-0.02

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

0.02

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

0.03

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

0.01

Correlation (All Time)
Calculated using the full available price history since May 20, 2002

0.02

Fundamentals

Compare stocks, funds, or ETFs

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


Return for Risk

EVT.TO vs. DLCG.TO — Risk / Return Rank

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

EVT.TO
EVT.TO Risk / Return Rank: 8181
Overall Rank
EVT.TO Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
EVT.TO Sortino Ratio Rank: 7676
Sortino Ratio Rank
EVT.TO Omega Ratio Rank: 8080
Omega Ratio Rank
EVT.TO Calmar Ratio Rank: 8686
Calmar Ratio Rank
EVT.TO Martin Ratio Rank: 8585
Martin Ratio Rank

DLCG.TO
DLCG.TO Risk / Return Rank: 2929
Overall Rank
DLCG.TO Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
DLCG.TO Sortino Ratio Rank: 2727
Sortino Ratio Rank
DLCG.TO Omega Ratio Rank: 2828
Omega Ratio Rank
DLCG.TO Calmar Ratio Rank: 3131
Calmar Ratio Rank
DLCG.TO Martin Ratio Rank: 2929
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.

EVT.TO vs. DLCG.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Economic Investment Trust Limited (EVT.TO) and Dominion Lending Centres Inc. (DLCG.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.


EVT.TODLCG.TODifference
Sharpe ratioReturn per unit of total volatility

+1.54

Sortino ratioReturn per unit of downside risk

+2.20

Omega ratioGain probability vs. loss probability

1.30

0.99

+0.32

Calmar ratioReturn relative to maximum drawdown

3.66

-0.29

+3.95

Martin ratioReturn relative to average drawdown

8.91

-0.65

+9.56

EVT.TO vs. DLCG.TO - Sharpe Ratio Comparison

The current EVT.TO Sharpe Ratio is 1.31, which is higher than the DLCG.TO Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of EVT.TO and DLCG.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.


Loading charts...

Sharpe Ratios by Period


EVT.TODLCG.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

-0.23

+1.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.51

0.41

+1.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.06

0.10

+0.96

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.06

+0.56

Drawdowns

EVT.TO vs. DLCG.TO - Drawdown Comparison

The maximum EVT.TO drawdown since its inception was -55.91%, smaller than the maximum DLCG.TO drawdown of -98.79%. Use the drawdown chart below to compare losses from any high point for EVT.TO and DLCG.TO.


Loading charts...

Drawdown Indicators


EVT.TODLCG.TODifference

Max Drawdown

Largest peak-to-trough decline

-55.91%

-98.79%

+42.88%

Max Drawdown (1Y)

Largest decline over 1 year

-8.07%

-28.19%

+20.12%

Max Drawdown (3Y)

Largest decline over 3 years

-9.25%

-28.19%

+18.94%

Max Drawdown (5Y)

Largest decline over 5 years

-12.24%

-57.19%

+44.95%

Max Drawdown (10Y)

Largest decline over 10 years

-26.26%

-87.29%

+61.03%

Current Drawdown

Current decline from peak

-1.96%

-21.21%

+19.25%

Average Drawdown

Average peak-to-trough decline

-12.50%

-62.06%

+49.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.32%

12.62%

-9.30%

Volatility

EVT.TO vs. DLCG.TO - Volatility Comparison

The current volatility for Economic Investment Trust Limited (EVT.TO) is 3.16%, while Dominion Lending Centres Inc. (DLCG.TO) has a volatility of 11.63%. This indicates that EVT.TO experiences smaller price fluctuations and is considered to be less risky than DLCG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


EVT.TODLCG.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.16%

11.63%

-8.47%

Volatility (6M)

Calculated over the trailing 6-month period

15.74%

28.54%

-12.80%

Volatility (1Y)

Calculated over the trailing 1-year period

22.56%

35.71%

-13.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.15%

49.29%

-32.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.23%

60.69%

-45.46%

Dividends

EVT.TO vs. DLCG.TO - Dividend Comparison

EVT.TO's dividend yield for the trailing twelve months is around 10.61%, more than DLCG.TO's 1.99% yield.


PositionTTM20252024202320222021202020192018201720162015
DLCG.TO
Dominion Lending Centres Inc.
1.99%1.51%1.54%4.29%2.81%0.00%0.00%0.00%4.16%2.21%0.00%116.00%
EVT.TO
Economic Investment Trust Limited
10.61%13.10%6.57%4.56%7.61%4.15%2.50%2.04%1.99%2.22%1.37%1.37%

Financials

EVT.TO vs. DLCG.TO - Financials Comparison

This section allows you to compare key financial metrics between Economic Investment Trust Limited and Dominion Lending Centres Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00M15.00M20.00M25.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
19.95M
(EVT.TO) Total Revenue
(DLCG.TO) Total Revenue
Values in CAD except per share items

Frequently Asked Questions


EVT.TO and DLCG.TO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for EVT.TO and DLCG.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer