LONG.TO vs. CEQT.TO
LONG.TO (CI Global Longevity Economy Fund) and CEQT.TO (CI Equity Asset Allocation ETF) are both exchange-traded funds - LONG.TO is a Health & Biotech Equities fund actively managed by CI, while CEQT.TO is a Diversified Portfolio fund actively managed by CI. Both are actively managed. Over the past 3 years, LONG.TO returned 17.35%/yr vs 22.66%/yr for CEQT.TO. At a 0.14 correlation, their price movements are largely independent.
Performance
LONG.TO vs. CEQT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, LONG.TO achieves a 7.64% return, which is significantly lower than CEQT.TO's 14.27% return.
LONG.TO
- 1D
- 0.82%
- 1M
- 0.20%
- YTD
- 7.64%
- 6M
- 7.66%
- 1Y
- 21.51%
- 3Y*
- 17.35%
- 5Y*
- 10.40%
- 10Y*
- —
CEQT.TO
- 1D
- 0.43%
- 1M
- 1.75%
- YTD
- 14.27%
- 6M
- 13.93%
- 1Y
- 29.87%
- 3Y*
- 22.66%
- 5Y*
- —
- 10Y*
- —
LONG.TO vs. CEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
LONG.TO CI Global Longevity Economy Fund | 7.64% | 6.19% | 25.86% | 12.63% |
CEQT.TO CI Equity Asset Allocation ETF | 14.27% | 18.84% | 27.38% | 6.47% |
Correlation
The correlation between LONG.TO and CEQT.TO is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since May 17, 2023 | 0.14 |
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Return for Risk
LONG.TO vs. CEQT.TO — Risk / Return Rank
LONG.TO
CEQT.TO
LONG.TO vs. CEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Global Longevity Economy Fund (LONG.TO) and CI Equity Asset Allocation ETF (CEQT.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.
| LONG.TO | CEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -2.35 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.88 | -0.62 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 4.15 | -2.69 |
| Martin ratioReturn relative to average drawdown | 5.21 | 16.41 | -11.20 |
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Drawdowns
LONG.TO vs. CEQT.TO - Drawdown Comparison
The maximum LONG.TO drawdown since its inception was -23.65%, which is greater than CEQT.TO's maximum drawdown of -14.02%. Use the drawdown chart below to compare losses from any high point for LONG.TO and CEQT.TO.
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Drawdown Indicators
| LONG.TO | CEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.65% | -14.02% | -9.63% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -7.26% | -9.13% |
Max Drawdown (3Y)Largest decline over 3 years | -22.45% | -14.02% | -8.43% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | — | — |
Current DrawdownCurrent decline from peak | -1.91% | -0.44% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -1.18% | -4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 1.83% | +2.75% |
Volatility
LONG.TO vs. CEQT.TO - Volatility Comparison
CI Global Longevity Economy Fund (LONG.TO) has a higher volatility of 6.73% compared to CI Equity Asset Allocation ETF (CEQT.TO) at 4.14%. This indicates that LONG.TO's price experiences larger fluctuations and is considered to be riskier than CEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LONG.TO | CEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 4.14% | +2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 9.22% | +4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.87% | 11.02% | +5.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 13.08% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 13.08% | +4.64% |
Dividends
LONG.TO vs. CEQT.TO - Dividend Comparison
LONG.TO has not paid dividends to shareholders, while CEQT.TO's dividend yield for the trailing twelve months is around 1.09%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 1.09% | 1.25% | 1.82% | 1.06% |
LONG.TO CI Global Longevity Economy Fund | 0.00% | 0.00% | 0.00% | 0.33% |
Frequently Asked Questions
LONG.TO and CEQT.TO have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LONG.TO is categorized as Health & Biotech Equities, while CEQT.TO is Diversified Portfolio.
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