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HPYM.TO vs. FGO.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HPYM.TO vs. FGO.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units (HPYM.TO) and CI Enhanced Government Bond ETF (FGO.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, HPYM.TO achieves a -0.87% return, which is significantly lower than FGO.TO's 1.63% return.


HPYM.TO

1D
-0.39%
1M
0.19%
YTD
-0.87%
6M
-1.15%
1Y
1.54%
3Y*
5Y*
10Y*

FGO.TO

1D
-0.20%
1M
0.38%
YTD
1.63%
6M
1.42%
1Y
2.14%
3Y*
3.04%
5Y*
0.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HPYM.TO vs. FGO.TO - Yearly Performance Comparison


2026 (YTD)20252024
HPYM.TO
Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units
-0.87%6.72%-0.50%
FGO.TO
CI Enhanced Government Bond ETF
1.63%3.02%2.69%

Correlation

The correlation between HPYM.TO and FGO.TO is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.59

Correlation (All Time)
Calculated using the full available price history since Jan 17, 2024

0.70

The correlation between HPYM.TO and FGO.TO shifts across timeframes, from 0.59 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

HPYM.TO vs. FGO.TO — Risk / Return Rank

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

HPYM.TO
HPYM.TO Risk / Return Rank: 1313
Overall Rank
HPYM.TO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
HPYM.TO Sortino Ratio Rank: 1212
Sortino Ratio Rank
HPYM.TO Omega Ratio Rank: 1212
Omega Ratio Rank
HPYM.TO Calmar Ratio Rank: 1414
Calmar Ratio Rank
HPYM.TO Martin Ratio Rank: 1414
Martin Ratio Rank

FGO.TO
FGO.TO Risk / Return Rank: 1717
Overall Rank
FGO.TO Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
FGO.TO Sortino Ratio Rank: 1515
Sortino Ratio Rank
FGO.TO Omega Ratio Rank: 1616
Omega Ratio Rank
FGO.TO Calmar Ratio Rank: 1919
Calmar Ratio Rank
FGO.TO Martin Ratio Rank: 1818
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.

HPYM.TO vs. FGO.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units (HPYM.TO) and CI Enhanced Government Bond ETF (FGO.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.


HPYM.TOFGO.TODifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.20

Omega ratioGain probability vs. loss probability

1.06

1.09

-0.03

Calmar ratioReturn relative to maximum drawdown

0.40

0.76

-0.36

Martin ratioReturn relative to average drawdown

1.01

1.72

-0.71

HPYM.TO vs. FGO.TO - Sharpe Ratio Comparison

The current HPYM.TO Sharpe Ratio is 0.33, which is lower than the FGO.TO Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of HPYM.TO and FGO.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

HPYM.TO vs. FGO.TO - Drawdown Comparison

The maximum HPYM.TO drawdown since its inception was -6.19%, smaller than the maximum FGO.TO drawdown of -14.83%. Use the drawdown chart below to compare losses from any high point for HPYM.TO and FGO.TO.


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Drawdown Indicators


HPYM.TOFGO.TODifference

Max Drawdown

Largest peak-to-trough decline

-6.19%

-14.83%

+8.64%

Max Drawdown (1Y)

Largest decline over 1 year

-3.87%

-2.82%

-1.05%

Max Drawdown (3Y)

Largest decline over 3 years

-6.12%

Max Drawdown (5Y)

Largest decline over 5 years

-13.26%

Current Drawdown

Current decline from peak

-2.35%

-1.54%

-0.81%

Average Drawdown

Average peak-to-trough decline

-1.95%

-4.66%

+2.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.52%

1.30%

+0.22%

Volatility

HPYM.TO vs. FGO.TO - Volatility Comparison

Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units (HPYM.TO) has a higher volatility of 1.72% compared to CI Enhanced Government Bond ETF (FGO.TO) at 1.05%. This indicates that HPYM.TO's price experiences larger fluctuations and is considered to be riskier than FGO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HPYM.TOFGO.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.72%

1.05%

+0.67%

Volatility (6M)

Calculated over the trailing 6-month period

3.60%

3.11%

+0.49%

Volatility (1Y)

Calculated over the trailing 1-year period

4.67%

4.42%

+0.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.62%

6.12%

-0.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.62%

5.81%

-0.19%

Dividends

HPYM.TO vs. FGO.TO - Dividend Comparison

HPYM.TO's dividend yield for the trailing twelve months is around 9.31%, more than FGO.TO's 2.42% yield.


PositionTTM20252024202320222021202020192018
FGO.TO
CI Enhanced Government Bond ETF
2.42%2.80%3.10%2.33%1.46%0.62%0.68%0.92%0.15%
HPYM.TO
Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units
9.31%9.01%8.07%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HPYM.TO and FGO.TO have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: Harvest and CI.

Portfolio Optimizer

Find the right allocation for HPYM.TO and FGO.TO

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