LONG.TO vs. TDOC.TO
LONG.TO (CI Global Longevity Economy Fund) and TDOC.TO (TD Global Healthcare Leaders Index ETF) are both Health & Biotech Equities funds. Both are actively managed. Over the past 5 years, LONG.TO returned 10.47%/yr vs 5.37%/yr for TDOC.TO. At a 0.10 correlation, their price movements are largely independent.
Performance
LONG.TO vs. TDOC.TO - Performance Comparison
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Returns By Period
In the year-to-date period, LONG.TO achieves a 7.98% return, which is significantly higher than TDOC.TO's 1.90% return.
LONG.TO
- 1D
- 0.02%
- 1M
- -0.54%
- 6M
- 7.22%
- YTD
- 7.98%
- 1Y
- 21.23%
- 3Y*
- 16.52%
- 5Y*
- 10.47%
- 10Y*
- —
TDOC.TO
- 1D
- 1.32%
- 1M
- 5.07%
- 6M
- -1.74%
- YTD
- 1.90%
- 1Y
- 13.79%
- 3Y*
- 7.42%
- 5Y*
- 5.37%
- 10Y*
- —
LONG.TO vs. TDOC.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LONG.TO CI Global Longevity Economy Fund | 7.98% | 6.19% | 25.86% | 19.50% | -9.01% | 5.09% |
TDOC.TO TD Global Healthcare Leaders Index ETF | 1.90% | 8.36% | 10.24% | 1.71% | -1.37% | 15.59% |
Correlation
The correlation between LONG.TO and TDOC.TO is -0.05, 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 | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2021 | 0.10 |
The correlation between LONG.TO and TDOC.TO shifts across timeframes, from -0.05 (1 year) to 0.10 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
LONG.TO vs. TDOC.TO — Risk / Return Rank
LONG.TO
TDOC.TO
LONG.TO vs. TDOC.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Global Longevity Economy Fund (LONG.TO) and TD Global Healthcare Leaders Index ETF (TDOC.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 | TDOC.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.18 | +0.11 |
| Martin ratioReturn relative to average drawdown | 4.55 | 2.79 | +1.76 |
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Drawdowns
LONG.TO vs. TDOC.TO - Drawdown Comparison
The maximum LONG.TO drawdown since its inception was -23.65%, which is greater than TDOC.TO's maximum drawdown of -17.52%. Use the drawdown chart below to compare losses from any high point for LONG.TO and TDOC.TO.
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Drawdown Indicators
| LONG.TO | TDOC.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.65% | -17.52% | -6.13% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -11.77% | -4.62% |
Max Drawdown (3Y)Largest decline over 3 years | -22.45% | -12.66% | -9.79% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -17.52% | -6.13% |
Current DrawdownCurrent decline from peak | -2.87% | -3.35% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -4.82% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 4.95% | -0.34% |
Volatility
LONG.TO vs. TDOC.TO - Volatility Comparison
CI Global Longevity Economy Fund (LONG.TO) has a higher volatility of 7.03% compared to TD Global Healthcare Leaders Index ETF (TDOC.TO) at 5.21%. This indicates that LONG.TO's price experiences larger fluctuations and is considered to be riskier than TDOC.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 | TDOC.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 5.21% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 10.81% | +3.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.62% | 14.25% | +3.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.56% | 13.08% | +4.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 12.94% | +4.86% |
Dividends
LONG.TO vs. TDOC.TO - Dividend Comparison
LONG.TO has not paid dividends to shareholders, while TDOC.TO's dividend yield for the trailing twelve months is around 1.17%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
LONG.TO CI Global Longevity Economy Fund | 0.00% | 0.00% | 0.00% | 0.33% | 0.00% | 0.00% |
TDOC.TO TD Global Healthcare Leaders Index ETF | 1.17% | 1.09% | 3.68% | 0.98% | 1.16% | 0.60% |
Frequently Asked Questions
LONG.TO and TDOC.TO have a correlation of -0.05, 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: CI and TD.
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