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HHIS.TO vs. PINC.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HHIS.TO vs. PINC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Diversified High Income Shares ETF (HHIS.TO) and Purpose Multi-Asset Income Fund (PINC.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, HHIS.TO achieves a 2.42% return, which is significantly lower than PINC.TO's 18.40% return.


HHIS.TO

1D
-0.64%
1M
-0.15%
6M
2.67%
YTD
2.42%
1Y
9.36%
3Y*
5Y*
10Y*
ALL TIME*
17.50%

PINC.TO

1D
0.57%
1M
1.74%
6M
17.22%
YTD
18.40%
1Y
24.52%
3Y*
14.69%
5Y*
6.92%
10Y*
ALL TIME*
7.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
CA$10.82MCA$10.09MCA$9.97M
CA$10.04KCA$9.73KCA$12.47K

HHIS.TO vs. PINC.TO - Yearly Performance Comparison


2026 (YTD)2025
HHIS.TO
Harvest Diversified High Income Shares ETF
2.42%24.70%
PINC.TO
Purpose Multi-Asset Income Fund
18.40%15.04%

Correlation

The correlation between HHIS.TO and PINC.TO is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.11

Correlation (All Time)
Calculated using the full available price history since Jan 16, 2025

0.11

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Return for Risk

HHIS.TO vs. PINC.TO — Risk / Return Rank

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

HHIS.TO
HHIS.TO Risk / Return Rank: 2020
Overall Rank
HHIS.TO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
HHIS.TO Sortino Ratio Rank: 2020
Sortino Ratio Rank
HHIS.TO Omega Ratio Rank: 2020
Omega Ratio Rank
HHIS.TO Calmar Ratio Rank: 1919
Calmar Ratio Rank
HHIS.TO Martin Ratio Rank: 1818
Martin Ratio Rank

PINC.TO
PINC.TO Risk / Return Rank: 9797
Overall Rank
PINC.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
PINC.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
PINC.TO Omega Ratio Rank: 9797
Omega Ratio Rank
PINC.TO Calmar Ratio Rank: 9696
Calmar Ratio Rank
PINC.TO Martin Ratio Rank: 9696
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.

HHIS.TO vs. PINC.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Diversified High Income Shares ETF (HHIS.TO) and Purpose Multi-Asset Income Fund (PINC.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.


HHIS.TOPINC.TODifference
Sharpe ratioReturn per unit of total volatility

-3.51

Sortino ratioReturn per unit of downside risk

-4.87

Omega ratioGain probability vs. loss probability

1.08

1.81

-0.73

Calmar ratioReturn relative to maximum drawdown

0.38

6.87

-6.48

Martin ratioReturn relative to average drawdown

0.93

26.66

-25.73

HHIS.TO vs. PINC.TO - Sharpe Ratio Comparison

The current HHIS.TO Sharpe Ratio is 0.38, which is lower than the PINC.TO Sharpe Ratio of 3.89. The chart below compares the historical Sharpe Ratios of HHIS.TO and PINC.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

HHIS.TO vs. PINC.TO - Drawdown Comparison

The maximum HHIS.TO drawdown since its inception was -31.83%, smaller than the maximum PINC.TO drawdown of -43.84%. Use the drawdown chart below to compare losses from any high point for HHIS.TO and PINC.TO.


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Drawdown Indicators


HHIS.TOPINC.TODifference

Max Drawdown

Largest peak-to-trough decline

-31.83%

-43.84%

+12.01%

Max Drawdown (1Y)

Largest decline over 1 year

-24.43%

-3.59%

-20.84%

Max Drawdown (3Y)

Largest decline over 3 years

-10.48%

Max Drawdown (5Y)

Largest decline over 5 years

-21.04%

Current Drawdown

Current decline from peak

-9.08%

0.00%

-9.08%

Average Drawdown

Average peak-to-trough decline

-8.42%

-5.81%

-2.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.08%

0.93%

+9.15%

Volatility

HHIS.TO vs. PINC.TO - Volatility Comparison

Harvest Diversified High Income Shares ETF (HHIS.TO) has a higher volatility of 8.24% compared to Purpose Multi-Asset Income Fund (PINC.TO) at 1.54%. This indicates that HHIS.TO's price experiences larger fluctuations and is considered to be riskier than PINC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HHIS.TOPINC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.24%

1.54%

+6.70%

Volatility (6M)

Calculated over the trailing 6-month period

19.23%

5.06%

+14.17%

Volatility (1Y)

Calculated over the trailing 1-year period

25.01%

6.35%

+18.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.39%

8.38%

+25.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.39%

14.70%

+18.69%

HHIS.TO vs. PINC.TO - Expense Ratio Comparison

HHIS.TO has a 0.00% expense ratio, which is lower than PINC.TO's 1.04% expense ratio.


Dividends

HHIS.TO vs. PINC.TO - Dividend Comparison

HHIS.TO's dividend yield for the trailing twelve months is around 29.30%, more than PINC.TO's 4.37% yield.


PositionTTM20252024202320222021202020192018
HHIS.TO
Harvest Diversified High Income Shares ETF
29.30%22.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PINC.TO
Purpose Multi-Asset Income Fund
4.37%5.05%5.48%5.78%5.51%4.60%5.33%5.06%3.66%

Frequently Asked Questions


HHIS.TO and PINC.TO have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HHIS.TO is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HHIS.TO is cheaper with a 0.00% expense ratio, compared with 1.04% for PINC.TO.

They also come from different issuers: Harvest and Purpose Investments Inc.. Their fees differ too: 0.00% for HHIS.TO and 1.04% for PINC.TO.

Portfolio Optimizer

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