FCNSX vs. TCON.TO
Compare and contrast key facts about Fidelity Series Canada Fund (FCNSX) and TD Conservative ETF Portfolio (TCON.TO).
FCNSX is managed by Fidelity. It was launched on Aug 15, 2017. TCON.TO is an actively managed fund by TD. It was launched on Aug 11, 2020.
Performance
FCNSX vs. TCON.TO - Performance Comparison
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FCNSX vs. TCON.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FCNSX Fidelity Series Canada Fund | 0.81% | 28.56% | 9.88% | 15.95% | -6.88% | 28.62% | 11.38% |
TCON.TO TD Conservative ETF Portfolio | -0.72% | 15.76% | 1.01% | 14.50% | -18.21% | 6.49% | 6.33% |
Different Trading Currencies
FCNSX is traded in USD, while TCON.TO is traded in CAD. To make them comparable, the TCON.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, FCNSX achieves a 0.81% return, which is significantly higher than TCON.TO's -0.72% return.
FCNSX
- 1D
- -0.20%
- 1M
- -6.79%
- YTD
- 0.81%
- 6M
- 6.01%
- 1Y
- 27.17%
- 3Y*
- 16.42%
- 5Y*
- 12.33%
- 10Y*
- —
TCON.TO
- 1D
- 1.70%
- 1M
- -4.63%
- YTD
- -0.72%
- 6M
- 2.09%
- 1Y
- 12.97%
- 3Y*
- 8.01%
- 5Y*
- 2.87%
- 10Y*
- —
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FCNSX vs. TCON.TO - Expense Ratio Comparison
Return for Risk
FCNSX vs. TCON.TO — Risk / Return Rank
FCNSX
TCON.TO
FCNSX vs. TCON.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Canada Fund (FCNSX) and TD Conservative ETF Portfolio (TCON.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.
| FCNSX | TCON.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 1.45 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.41 | 2.11 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.29 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.12 | +0.36 |
Martin ratioReturn relative to average drawdown | 11.64 | 9.42 | +2.23 |
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
| FCNSX | TCON.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 1.45 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.28 | +0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.37 | +0.22 |
Correlation
The correlation between FCNSX and TCON.TO is 0.66, 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
FCNSX vs. TCON.TO - Dividend Comparison
FCNSX's dividend yield for the trailing twelve months is around 2.04%, less than TCON.TO's 2.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCNSX Fidelity Series Canada Fund | 2.04% | 2.06% | 3.05% | 3.42% | 3.12% | 2.20% | 2.14% | 2.24% | 2.51% | 1.07% |
TCON.TO TD Conservative ETF Portfolio | 2.80% | 2.88% | 3.48% | 3.27% | 2.69% | 1.87% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCNSX vs. TCON.TO - Drawdown Comparison
The maximum FCNSX drawdown since its inception was -41.47%, which is greater than TCON.TO's maximum drawdown of -23.37%. Use the drawdown chart below to compare losses from any high point for FCNSX and TCON.TO.
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Drawdown Indicators
| FCNSX | TCON.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.47% | -16.43% | -25.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -5.23% | -5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -21.35% | -16.43% | -4.92% |
Current DrawdownCurrent decline from peak | -7.48% | -2.99% | -4.49% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -3.83% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.39% | +0.81% |
Volatility
FCNSX vs. TCON.TO - Volatility Comparison
Fidelity Series Canada Fund (FCNSX) has a higher volatility of 4.38% compared to TD Conservative ETF Portfolio (TCON.TO) at 3.84%. This indicates that FCNSX's price experiences larger fluctuations and is considered to be riskier than TCON.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCNSX | TCON.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 3.84% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 5.92% | +4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.66% | 8.96% | +6.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 10.40% | +5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 10.25% | +8.41% |