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MGRW.TO vs. QSB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MGRW.TO vs. QSB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Mackenzie Growth Allocation ETF (MGRW.TO) and Mackenzie Canadian Short-Term Bond Index ETF (QSB.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, MGRW.TO achieves a 10.77% return, which is significantly higher than QSB.TO's 1.16% return.


MGRW.TO

1D
0.38%
1M
1.12%
6M
8.14%
YTD
10.77%
1Y
23.31%
3Y*
18.65%
5Y*
11.39%
10Y*

QSB.TO

1D
-0.02%
1M
-0.19%
6M
0.74%
YTD
1.16%
1Y
3.22%
3Y*
4.83%
5Y*
2.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MGRW.TO vs. QSB.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
MGRW.TO
Mackenzie Growth Allocation ETF
10.77%18.19%21.41%15.35%-9.30%13.37%7.50%
QSB.TO
Mackenzie Canadian Short-Term Bond Index ETF
1.16%3.74%5.59%5.22%-3.90%-1.16%0.81%

Correlation

The correlation between MGRW.TO and QSB.TO is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.33

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

0.20

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

0.15

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2020

0.14

The correlation between MGRW.TO and QSB.TO shifts across timeframes, from 0.14 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

MGRW.TO vs. QSB.TO — Risk / Return Rank

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

MGRW.TO
MGRW.TO Risk / Return Rank: 8787
Overall Rank
MGRW.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
MGRW.TO Sortino Ratio Rank: 9090
Sortino Ratio Rank
MGRW.TO Omega Ratio Rank: 9191
Omega Ratio Rank
MGRW.TO Calmar Ratio Rank: 8282
Calmar Ratio Rank
MGRW.TO Martin Ratio Rank: 8686
Martin Ratio Rank

QSB.TO
QSB.TO Risk / Return Rank: 6161
Overall Rank
QSB.TO Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
QSB.TO Sortino Ratio Rank: 5656
Sortino Ratio Rank
QSB.TO Omega Ratio Rank: 6868
Omega Ratio Rank
QSB.TO Calmar Ratio Rank: 6363
Calmar Ratio Rank
QSB.TO Martin Ratio Rank: 6060
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.

MGRW.TO vs. QSB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mackenzie Growth Allocation ETF (MGRW.TO) and Mackenzie Canadian Short-Term Bond Index ETF (QSB.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.


MGRW.TOQSB.TODifference
Sharpe ratioReturn per unit of total volatility

+0.70

Sortino ratioReturn per unit of downside risk

+1.21

Omega ratioGain probability vs. loss probability

1.47

1.33

+0.14

Calmar ratioReturn relative to maximum drawdown

3.49

2.56

+0.93

Martin ratioReturn relative to average drawdown

14.04

8.60

+5.44

MGRW.TO vs. QSB.TO - Sharpe Ratio Comparison

The current MGRW.TO Sharpe Ratio is 2.29, which is higher than the QSB.TO Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of MGRW.TO and QSB.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

MGRW.TO vs. QSB.TO - Drawdown Comparison

The maximum MGRW.TO drawdown since its inception was -17.20%, which is greater than QSB.TO's maximum drawdown of -6.73%. Use the drawdown chart below to compare losses from any high point for MGRW.TO and QSB.TO.


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Drawdown Indicators


MGRW.TOQSB.TODifference

Max Drawdown

Largest peak-to-trough decline

-17.20%

-6.73%

-10.47%

Max Drawdown (1Y)

Largest decline over 1 year

-6.72%

-1.26%

-5.46%

Max Drawdown (3Y)

Largest decline over 3 years

-12.17%

-1.26%

-10.91%

Max Drawdown (5Y)

Largest decline over 5 years

-17.20%

-6.72%

-10.48%

Current Drawdown

Current decline from peak

-1.08%

-0.37%

-0.71%

Average Drawdown

Average peak-to-trough decline

-3.32%

-1.14%

-2.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.67%

0.38%

+1.29%

Volatility

MGRW.TO vs. QSB.TO - Volatility Comparison

Mackenzie Growth Allocation ETF (MGRW.TO) has a higher volatility of 2.41% compared to Mackenzie Canadian Short-Term Bond Index ETF (QSB.TO) at 0.51%. This indicates that MGRW.TO's price experiences larger fluctuations and is considered to be riskier than QSB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MGRW.TOQSB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.41%

0.51%

+1.90%

Volatility (6M)

Calculated over the trailing 6-month period

8.45%

1.62%

+6.83%

Volatility (1Y)

Calculated over the trailing 1-year period

10.23%

2.05%

+8.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.76%

2.57%

+8.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.48%

2.45%

+8.03%

Dividends

MGRW.TO vs. QSB.TO - Dividend Comparison

MGRW.TO's dividend yield for the trailing twelve months is around 1.71%, less than QSB.TO's 2.83% yield.


PositionTTM20252024202320222021202020192018
MGRW.TO
Mackenzie Growth Allocation ETF
1.71%1.84%1.93%2.28%2.44%1.77%0.79%0.00%0.00%
QSB.TO
Mackenzie Canadian Short-Term Bond Index ETF
2.83%2.96%3.13%2.63%2.02%2.21%1.60%2.22%1.91%

Frequently Asked Questions


MGRW.TO and QSB.TO have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MGRW.TO is categorized as Diversified Portfolio, while QSB.TO is Short-Term Bond.

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