HISU-U.TO vs. HSY

Last updated Jun 4, 2026

HISU-U.TO (Evolve US High Interest Savings Account Fund) is Money Market fund actively managed by Evolve, while HSY (The Hershey Company) is a stock. Over the past 3 years, HISU-U.TO returned 3.39%/yr vs -8.51%/yr for HSY. At a 0.02 correlation, their price movements are largely independent.

Performance

HISU-U.TO vs. HSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evolve US High Interest Savings Account Fund (HISU-U.TO) and The Hershey Company (HSY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HISU-U.TO achieves a 1.04% return, which is significantly lower than HSY's 2.11% return.

HISU-U.TO

• 1D: 0.01%
• 1M: 0.21%
• YTD: 1.04%
• 6M: 1.26%
• 1Y: 2.76%
• 3Y*: 3.39%
• 5Y*: —
• 10Y*: —

HSY

• 1D: -0.48%
• 1M: 1.43%
• YTD: 2.11%
• 6M: 2.87%
• 1Y: 15.70%
• 3Y*: -8.51%
• 5Y*: 3.45%
• 10Y*: 9.55%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HISU-U.TO vs. HSY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
HISU-U.TO Evolve US High Interest Savings Account Fund	1.04%	2.97%	3.80%	3.89%	0.93%
HSY The Hershey Company	2.11%	10.98%	-6.51%	-17.88%	2.85%

Correlation

The correlation between HISU-U.TO and HSY is 0.04, 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	0.04
Correlation (3Y) Calculated over the trailing 3-year period	0.03
Correlation (All Time) Calculated using the full available price history since Aug 31, 2022	0.02

Return for Risk

HISU-U.TO vs. HSY — Risk / Return Rank

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

HISU-U.TO

HISU-U.TO Risk / Return Rank: 99
HISU-U.TO Sharpe Ratio Rank: 99
HISU-U.TO Sortino Ratio Rank: 99
HISU-U.TO Omega Ratio Rank: 99
HISU-U.TO Calmar Ratio Rank: 99
HISU-U.TO Martin Ratio Rank: 99

HSY

HSY Risk / Return Rank: 55
HSY Sharpe Ratio Rank: 60
HSY Sortino Ratio Rank: 54
HSY Omega Ratio Rank: 51
HSY Calmar Ratio Rank: 55
HSY Martin Ratio Rank: 57

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.

HISU-U.TO vs. HSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Evolve US High Interest Savings Account Fund (HISU-U.TO) and The Hershey Company (HSY). 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.

	HISU-U.TO	HSY	Difference
Sharpe ratio: Return per unit of total volatility	7.76	0.58	+7.18
Sortino ratio: Return per unit of downside risk	10.56	1.03	+9.53
Omega ratio: Gain probability vs. loss probability	4.05	1.12	+2.93
Calmar ratio: Return relative to maximum drawdown	31.52	0.69	+30.84
Martin ratio: Return relative to average drawdown	122.63	1.71	+120.92
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HISU-U.TO vs. HSY - Sharpe Ratio Comparison

The current HISU-U.TO Sharpe Ratio is 7.76, which is higher than the HSY Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of HISU-U.TO and HSY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	HISU-U.TO	HSY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	7.76	0.58	+7.18
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.15	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.41	—
Sharpe Ratio (All Time) Calculated using the full available price history	8.23	0.49	+7.74

Drawdowns

HISU-U.TO vs. HSY - Drawdown Comparison

The maximum HISU-U.TO drawdown since its inception was -0.12%, smaller than the maximum HSY drawdown of -49.15%. Use the drawdown chart below to compare losses from any high point for HISU-U.TO and HSY.

Drawdown Indicators

	HISU-U.TO	HSY	Difference
Max Drawdown Largest peak-to-trough decline	-0.12%	-49.15%	+49.03%
Max Drawdown (1Y) Largest decline over 1 year	-0.09%	-22.97%	+22.88%
Max Drawdown (3Y) Largest decline over 3 years	-0.12%	-42.23%	+42.11%
Max Drawdown (5Y) Largest decline over 5 years	—	-45.25%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-45.25%	—
Current Drawdown Current decline from peak	-0.02%	-27.41%	+27.39%
Average Drawdown Average peak-to-trough decline	-0.01%	-13.09%	+13.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.02%	9.21%	-9.19%

Volatility

HISU-U.TO vs. HSY - Volatility Comparison

The current volatility for Evolve US High Interest Savings Account Fund (HISU-U.TO) is 0.10%, while The Hershey Company (HSY) has a volatility of 8.56%. This indicates that HISU-U.TO experiences smaller price fluctuations and is considered to be less risky than HSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HISU-U.TO	HSY	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.10%	8.56%	-8.46%
Volatility (6M) Calculated over the trailing 6-month period	0.23%	19.47%	-19.24%
Volatility (1Y) Calculated over the trailing 1-year period	0.36%	27.20%	-26.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.41%	22.65%	-22.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.41%	23.40%	-22.99%

Dividends

HISU-U.TO vs. HSY - Dividend Comparison

HISU-U.TO's dividend yield for the trailing twelve months is around 2.74%, less than HSY's 3.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HISU-U.TO Evolve US High Interest Savings Account Fund	2.74%	2.93%	3.70%	3.85%	0.90%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
HSY The Hershey Company	3.08%	3.01%	3.24%	2.39%	1.67%	1.76%	2.07%	2.03%	2.57%	2.24%	2.32%	2.50%

Frequently Asked Questions

Can I hold both HISU-U.TO and HSY in my portfolio?

HISU-U.TO and HSY have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.