JWEL.TO vs. BALI

Last updated Apr 2, 2026

Compare and contrast key facts about Jamieson Wellness Inc. (JWEL.TO) and Blackrock Advantage Large Cap Income ETF (BALI).

BALI is an actively managed fund by BlackRock. It was launched on Sep 26, 2023.

Performance

JWEL.TO vs. BALI - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Jamieson Wellness Inc. (JWEL.TO) and Blackrock Advantage Large Cap Income ETF (BALI). The values are adjusted to include any dividend payments, if applicable.

JWEL.TO vs. BALI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
JWEL.TO Jamieson Wellness Inc.	2.91%	-5.89%	18.75%	28.75%
BALI Blackrock Advantage Large Cap Income ETF	0.35%	9.26%	32.90%	7.54%

Different Trading Currencies

JWEL.TO is traded in CAD, while BALI is traded in USD. To make them comparable, the BALI values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, JWEL.TO achieves a 2.91% return, which is significantly higher than BALI's 0.35% return.

JWEL.TO

• 1D: 0.03%
• 1M: -5.80%
• YTD: 2.91%
• 6M: -2.74%
• 1Y: 15.05%
• 3Y*: 3.56%
• 5Y*: 0.52%
• 10Y*: —

BALI

• 1D: 0.57%
• 1M: -1.76%
• YTD: 0.35%
• 6M: 0.96%
• 1Y: 14.27%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

Return for Risk

JWEL.TO vs. BALI — Risk / Return Rank

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

JWEL.TO

JWEL.TO Risk / Return Rank: 61
JWEL.TO Sharpe Ratio Rank: 65
JWEL.TO Sortino Ratio Rank: 60
JWEL.TO Omega Ratio Rank: 55
JWEL.TO Calmar Ratio Rank: 64
JWEL.TO Martin Ratio Rank: 62

BALI

BALI Risk / Return Rank: 66
BALI Sharpe Ratio Rank: 62
BALI Sortino Ratio Rank: 63
BALI Omega Ratio Rank: 69
BALI Calmar Ratio Rank: 62
BALI Martin Ratio Rank: 76

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.

JWEL.TO vs. BALI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jamieson Wellness Inc. (JWEL.TO) and Blackrock Advantage Large Cap Income ETF (BALI). 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.

	JWEL.TO	BALI	Difference
Sharpe ratio Return per unit of total volatility	0.69	0.92	-0.23
Sortino ratio Return per unit of downside risk	1.22	1.30	-0.08
Omega ratio Gain probability vs. loss probability	1.14	1.21	-0.07
Calmar ratio Return relative to maximum drawdown	1.11	1.25	-0.13
Martin ratio Return relative to average drawdown	2.35	5.31	-2.96
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JWEL.TO vs. BALI - Sharpe Ratio Comparison

The current JWEL.TO Sharpe Ratio is 0.69, which is comparable to the BALI Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of JWEL.TO and BALI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	JWEL.TO	BALI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.69	0.92	-0.23
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.02	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.00	1.53	-1.53

Correlation

The correlation between JWEL.TO and BALI is 0.19, 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

JWEL.TO vs. BALI - Dividend Comparison

JWEL.TO's dividend yield for the trailing twelve months is around 2.62%, less than BALI's 9.08% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
JWEL.TO Jamieson Wellness Inc.	2.62%	2.62%	2.18%	2.27%	1.82%	1.37%	1.30%	1.48%	1.59%	0.72%
BALI Blackrock Advantage Large Cap Income ETF	9.08%	8.51%	7.13%	2.13%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

JWEL.TO vs. BALI - Drawdown Comparison

The maximum JWEL.TO drawdown since its inception was -45.81%, which is greater than BALI's maximum drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for JWEL.TO and BALI.

Drawdown Indicators

	JWEL.TO	BALI	Difference
Max Drawdown Largest peak-to-trough decline	-45.81%	-16.65%	-29.16%
Max Drawdown (1Y) Largest decline over 1 year	-13.95%	-10.86%	-3.09%
Max Drawdown (5Y) Largest decline over 5 years	-44.47%	—	—
Current Drawdown Current decline from peak	-11.32%	-3.64%	-7.68%
Average Drawdown Average peak-to-trough decline	-14.94%	-1.71%	-13.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.62%	2.13%	+4.49%

Volatility

JWEL.TO vs. BALI - Volatility Comparison

Jamieson Wellness Inc. (JWEL.TO) has a higher volatility of 5.75% compared to Blackrock Advantage Large Cap Income ETF (BALI) at 4.55%. This indicates that JWEL.TO's price experiences larger fluctuations and is considered to be riskier than BALI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JWEL.TO	BALI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.75%	4.55%	+1.20%
Volatility (6M) Calculated over the trailing 6-month period	13.97%	8.18%	+5.79%
Volatility (1Y) Calculated over the trailing 1-year period	22.01%	15.63%	+6.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.43%	12.88%	+12.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	123,616.53%	12.88%	+123,603.65%