LONG.TO vs. XDNA.TO
LONG.TO (CI Global Longevity Economy Fund) and XDNA.TO (iShares Genomics Immunology and Healthcare Index ETF) are both Health & Biotech Equities funds. LONG.TO is actively managed, while XDNA.TO is passively managed. Over the past 3 years, LONG.TO returned 17.35%/yr vs 16.93%/yr for XDNA.TO. At a 0.34 correlation, their price movements are largely independent.
Performance
LONG.TO vs. XDNA.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 XDNA.TO's 33.92% 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*
- —
XDNA.TO
- 1D
- 0.61%
- 1M
- 16.88%
- YTD
- 33.92%
- 6M
- 32.78%
- 1Y
- 71.75%
- 3Y*
- 16.93%
- 5Y*
- —
- 10Y*
- —
LONG.TO vs. XDNA.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LONG.TO CI Global Longevity Economy Fund | 7.64% | 6.19% | 25.86% | 19.50% | 0.12% |
XDNA.TO iShares Genomics Immunology and Healthcare Index ETF | 33.92% | 12.10% | 5.54% | -7.84% | -14.85% |
Correlation
The correlation between LONG.TO and XDNA.TO is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.34 |
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Return for Risk
LONG.TO vs. XDNA.TO — Risk / Return Rank
LONG.TO
XDNA.TO
LONG.TO vs. XDNA.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Global Longevity Economy Fund (LONG.TO) and iShares Genomics Immunology and Healthcare Index ETF (XDNA.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 | XDNA.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.45 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.47 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 8.35 | -6.89 |
| Martin ratioReturn relative to average drawdown | 5.21 | 19.59 | -14.38 |
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Drawdowns
LONG.TO vs. XDNA.TO - Drawdown Comparison
The maximum LONG.TO drawdown since its inception was -23.65%, smaller than the maximum XDNA.TO drawdown of -45.90%. Use the drawdown chart below to compare losses from any high point for LONG.TO and XDNA.TO.
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Drawdown Indicators
| LONG.TO | XDNA.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.65% | -45.90% | +22.25% |
Max Drawdown (1Y)Largest decline over 1 year | -16.39% | -8.64% | -7.75% |
Max Drawdown (3Y)Largest decline over 3 years | -22.45% | -28.29% | +5.84% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | — | — |
Current DrawdownCurrent decline from peak | -1.91% | 0.00% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -23.18% | +17.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 3.67% | +0.91% |
Volatility
LONG.TO vs. XDNA.TO - Volatility Comparison
The current volatility for CI Global Longevity Economy Fund (LONG.TO) is 6.73%, while iShares Genomics Immunology and Healthcare Index ETF (XDNA.TO) has a volatility of 7.64%. This indicates that LONG.TO experiences smaller price fluctuations and is considered to be less risky than XDNA.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 | XDNA.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 7.64% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 18.67% | -4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.87% | 25.18% | -8.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 25.36% | -7.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 25.36% | -7.64% |
Dividends
LONG.TO vs. XDNA.TO - Dividend Comparison
LONG.TO has not paid dividends to shareholders, while XDNA.TO's dividend yield for the trailing twelve months is around 0.24%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LONG.TO CI Global Longevity Economy Fund | 0.00% | 0.00% | 0.00% | 0.33% | 0.00% |
XDNA.TO iShares Genomics Immunology and Healthcare Index ETF | 0.24% | 0.43% | 0.32% | 0.25% | 0.32% |
Frequently Asked Questions
LONG.TO and XDNA.TO have a correlation of 0.30, 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 iShares.
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