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HVOI.TO vs. PLTE.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HVOI.TO vs. PLTE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Low Volatility Canadian Equity Income ETF Class A (HVOI.TO) and Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO). The values are adjusted to include any dividend payments, if applicable.

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HVOI.TO vs. PLTE.TO - Yearly Performance Comparison


Returns By Period

In the year-to-date period, HVOI.TO achieves a 1.09% return, which is significantly higher than PLTE.TO's -22.82% return.


HVOI.TO

1D
0.83%
1M
-4.88%
YTD
1.09%
6M
4.96%
1Y
3Y*
5Y*
10Y*

PLTE.TO

1D
3.41%
1M
5.17%
YTD
-22.82%
6M
-22.26%
1Y
66.37%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HVOI.TO vs. PLTE.TO - Expense Ratio Comparison


Return for Risk

HVOI.TO vs. PLTE.TO — Risk / Return Rank

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

HVOI.TO

PLTE.TO
PLTE.TO Risk / Return Rank: 6060
Overall Rank
PLTE.TO Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
PLTE.TO Sortino Ratio Rank: 6868
Sortino Ratio Rank
PLTE.TO Omega Ratio Rank: 6161
Omega Ratio Rank
PLTE.TO Calmar Ratio Rank: 6464
Calmar Ratio Rank
PLTE.TO Martin Ratio Rank: 4343
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.

HVOI.TO vs. PLTE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Low Volatility Canadian Equity Income ETF Class A (HVOI.TO) and Harvest Palantir Enhanced High Income Shares ETF (PLTE.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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HVOI.TO vs. PLTE.TO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HVOI.TOPLTE.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

Sharpe Ratio (All Time)

Calculated using the full available price history

2.08

1.12

+0.96

Correlation

The correlation between HVOI.TO and PLTE.TO is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

HVOI.TO vs. PLTE.TO - Dividend Comparison

HVOI.TO's dividend yield for the trailing twelve months is around 5.95%, less than PLTE.TO's 35.10% yield.


Drawdowns

HVOI.TO vs. PLTE.TO - Drawdown Comparison

The maximum HVOI.TO drawdown since its inception was -6.72%, smaller than the maximum PLTE.TO drawdown of -43.92%. Use the drawdown chart below to compare losses from any high point for HVOI.TO and PLTE.TO.


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Drawdown Indicators


HVOI.TOPLTE.TODifference

Max Drawdown

Largest peak-to-trough decline

-6.72%

-43.92%

+37.20%

Max Drawdown (1Y)

Largest decline over 1 year

-41.32%

Current Drawdown

Current decline from peak

-4.88%

-33.33%

+28.45%

Average Drawdown

Average peak-to-trough decline

-0.79%

-14.81%

+14.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.62%

Volatility

HVOI.TO vs. PLTE.TO - Volatility Comparison


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Volatility by Period


HVOI.TOPLTE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.86%

Volatility (6M)

Calculated over the trailing 6-month period

40.75%

Volatility (1Y)

Calculated over the trailing 1-year period

8.37%

62.67%

-54.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.37%

70.49%

-62.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.37%

70.49%

-62.12%