PortfoliosLab logoPortfoliosLab logo
MIX.TO vs. FGRO.NEO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MIX.TO vs. FGRO.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Hamilton Enhanced Mixed Asset ETF (MIX.TO) and Fidelity All-in-One Growth ETF (FGRO.NEO). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

MIX.TO vs. FGRO.NEO - Yearly Performance Comparison


2026 (YTD)2025
MIX.TO
Hamilton Enhanced Mixed Asset ETF
-0.24%25.24%
FGRO.NEO
Fidelity All-in-One Growth ETF
1.81%16.92%

Returns By Period

In the year-to-date period, MIX.TO achieves a -0.24% return, which is significantly lower than FGRO.NEO's 1.81% return.


MIX.TO

1D
1.19%
1M
-6.31%
YTD
-0.24%
6M
3.25%
1Y
3Y*
5Y*
10Y*

FGRO.NEO

1D
0.81%
1M
-3.27%
YTD
1.81%
6M
3.61%
1Y
16.60%
3Y*
18.32%
5Y*
13.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MIX.TO vs. FGRO.NEO - Expense Ratio Comparison

MIX.TO has a 0.00% expense ratio, which is lower than FGRO.NEO's 0.42% expense ratio.


Return for Risk

MIX.TO vs. FGRO.NEO — Risk / Return Rank

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

MIX.TO

FGRO.NEO
FGRO.NEO Risk / Return Rank: 7070
Overall Rank
FGRO.NEO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FGRO.NEO Sortino Ratio Rank: 7272
Sortino Ratio Rank
FGRO.NEO Omega Ratio Rank: 7373
Omega Ratio Rank
FGRO.NEO Calmar Ratio Rank: 6464
Calmar Ratio Rank
FGRO.NEO Martin Ratio Rank: 6666
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.

MIX.TO vs. FGRO.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Enhanced Mixed Asset ETF (MIX.TO) and Fidelity All-in-One Growth ETF (FGRO.NEO). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MIX.TO vs. FGRO.NEO - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


MIX.TOFGRO.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.30

Sharpe Ratio (All Time)

Calculated using the full available price history

2.22

1.28

+0.94

Correlation

The correlation between MIX.TO and FGRO.NEO is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MIX.TO vs. FGRO.NEO - Dividend Comparison

MIX.TO's dividend yield for the trailing twelve months is around 1.70%, more than FGRO.NEO's 1.22% yield.


TTM20252024202320222021
MIX.TO
Hamilton Enhanced Mixed Asset ETF
1.70%1.23%0.00%0.00%0.00%0.00%
FGRO.NEO
Fidelity All-in-One Growth ETF
1.22%1.24%1.09%1.39%4.58%0.94%

Drawdowns

MIX.TO vs. FGRO.NEO - Drawdown Comparison

The maximum MIX.TO drawdown since its inception was -10.71%, smaller than the maximum FGRO.NEO drawdown of -15.23%. Use the drawdown chart below to compare losses from any high point for MIX.TO and FGRO.NEO.


Loading graphics...

Drawdown Indicators


MIX.TOFGRO.NEODifference

Max Drawdown

Largest peak-to-trough decline

-10.71%

-15.23%

+4.52%

Max Drawdown (1Y)

Largest decline over 1 year

-9.71%

Max Drawdown (5Y)

Largest decline over 5 years

-15.23%

Current Drawdown

Current decline from peak

-6.76%

-3.91%

-2.85%

Average Drawdown

Average peak-to-trough decline

-1.24%

-2.58%

+1.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.38%

Volatility

MIX.TO vs. FGRO.NEO - Volatility Comparison


Loading graphics...

Volatility by Period


MIX.TOFGRO.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.87%

Volatility (6M)

Calculated over the trailing 6-month period

7.78%

Volatility (1Y)

Calculated over the trailing 1-year period

12.27%

11.82%

+0.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.27%

10.49%

+1.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.27%

10.46%

+1.81%