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MGB.TO vs. NUBF.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MGB.TO vs. NUBF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Mackenzie Core Plus Global Fixed Income ETF (MGB.TO) and NBI Unconstrained Fixed Income ETF (NUBF.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MGB.TO achieves a -0.02% return, which is significantly lower than NUBF.TO's 0.66% return.


MGB.TO

1D
0.13%
1M
0.38%
6M
-0.27%
YTD
-0.02%
1Y
3.95%
3Y*
3.28%
5Y*
0.03%
10Y*
1.30%

NUBF.TO

1D
0.05%
1M
-0.42%
6M
0.19%
YTD
0.66%
1Y
3.65%
3Y*
3.74%
5Y*
1.15%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MGB.TO vs. NUBF.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
MGB.TO
Mackenzie Core Plus Global Fixed Income ETF
-0.02%4.03%2.83%6.86%-11.24%-2.92%8.47%0.84%
NUBF.TO
NBI Unconstrained Fixed Income ETF
0.66%6.66%0.57%5.75%-6.23%0.36%6.24%0.86%

Correlation

The correlation between MGB.TO and NUBF.TO is 0.09, 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

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2019

0.22

The correlation between MGB.TO and NUBF.TO shifts across timeframes, from 0.09 (1 year) to 0.28 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

MGB.TO vs. NUBF.TO — Risk / Return Rank

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

MGB.TO
MGB.TO Risk / Return Rank: 2323
Overall Rank
MGB.TO Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
MGB.TO Sortino Ratio Rank: 2121
Sortino Ratio Rank
MGB.TO Omega Ratio Rank: 2020
Omega Ratio Rank
MGB.TO Calmar Ratio Rank: 2828
Calmar Ratio Rank
MGB.TO Martin Ratio Rank: 2525
Martin Ratio Rank

NUBF.TO
NUBF.TO Risk / Return Rank: 2222
Overall Rank
NUBF.TO Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
NUBF.TO Sortino Ratio Rank: 2121
Sortino Ratio Rank
NUBF.TO Omega Ratio Rank: 2121
Omega Ratio Rank
NUBF.TO Calmar Ratio Rank: 2121
Calmar Ratio Rank
NUBF.TO Martin Ratio Rank: 2525
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.

MGB.TO vs. NUBF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mackenzie Core Plus Global Fixed Income ETF (MGB.TO) and NBI Unconstrained Fixed Income ETF (NUBF.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.


MGB.TONUBF.TODifference
Sharpe ratioReturn per unit of total volatility

+0.04

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.12

1.13

-0.01

Calmar ratioReturn relative to maximum drawdown

1.17

0.79

+0.38

Martin ratioReturn relative to average drawdown

2.66

2.65

+0.01

MGB.TO vs. NUBF.TO - Sharpe Ratio Comparison

The current MGB.TO Sharpe Ratio is 0.68, which is comparable to the NUBF.TO Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of MGB.TO and NUBF.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MGB.TO vs. NUBF.TO - Drawdown Comparison

The maximum MGB.TO drawdown since its inception was -17.54%, which is greater than NUBF.TO's maximum drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for MGB.TO and NUBF.TO.


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Drawdown Indicators


MGB.TONUBF.TODifference

Max Drawdown

Largest peak-to-trough decline

-17.54%

-16.37%

-1.17%

Max Drawdown (1Y)

Largest decline over 1 year

-3.39%

-4.66%

+1.27%

Max Drawdown (3Y)

Largest decline over 3 years

-4.66%

-4.70%

+0.04%

Max Drawdown (5Y)

Largest decline over 5 years

-16.67%

-12.37%

-4.30%

Max Drawdown (10Y)

Largest decline over 10 years

-17.54%

Current Drawdown

Current decline from peak

-1.96%

-1.42%

-0.54%

Average Drawdown

Average peak-to-trough decline

-4.12%

-3.30%

-0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.49%

1.38%

+0.11%

Volatility

MGB.TO vs. NUBF.TO - Volatility Comparison

Mackenzie Core Plus Global Fixed Income ETF (MGB.TO) has a higher volatility of 1.84% compared to NBI Unconstrained Fixed Income ETF (NUBF.TO) at 1.21%. This indicates that MGB.TO's price experiences larger fluctuations and is considered to be riskier than NUBF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MGB.TONUBF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.84%

1.21%

+0.63%

Volatility (6M)

Calculated over the trailing 6-month period

4.46%

4.57%

-0.11%

Volatility (1Y)

Calculated over the trailing 1-year period

5.82%

5.69%

+0.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.36%

7.05%

+0.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.07%

11.25%

-4.18%

Dividends

MGB.TO vs. NUBF.TO - Dividend Comparison

MGB.TO's dividend yield for the trailing twelve months is around 3.67%, less than NUBF.TO's 4.49% yield.


PositionTTM2025202420232022202120202019201820172016
MGB.TO
Mackenzie Core Plus Global Fixed Income ETF
3.67%4.33%4.74%4.62%6.10%3.08%2.00%2.99%4.07%2.77%2.06%
NUBF.TO
NBI Unconstrained Fixed Income ETF
4.49%4.45%3.43%3.99%11.20%4.23%1.72%0.55%0.00%0.00%0.00%

Frequently Asked Questions


MGB.TO and NUBF.TO have a correlation of 0.09, 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: Mackenzie and National Bank Investments.

Portfolio Optimizer

Find the right allocation for MGB.TO and NUBF.TO

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