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MKB.TO vs. DCU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MKB.TO vs. DCU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Mackenzie Canadian Strategic Fixed Income ETF (MKB.TO) and Desjardins Canadian Universe Bond Index ETF (DCU.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, MKB.TO achieves a 1.45% return, which is significantly higher than DCU.TO's 1.27% return.


MKB.TO

1D
0.26%
1M
-0.33%
6M
0.56%
YTD
1.45%
1Y
4.73%
3Y*
4.44%
5Y*
0.68%
10Y*
1.66%

DCU.TO

1D
0.17%
1M
-0.44%
6M
0.65%
YTD
1.27%
1Y
4.20%
3Y*
4.06%
5Y*
0.39%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MKB.TO vs. DCU.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MKB.TO
Mackenzie Canadian Strategic Fixed Income ETF
1.45%2.54%4.70%6.67%-11.07%-2.34%8.29%6.55%-1.13%1.06%
DCU.TO
Desjardins Canadian Universe Bond Index ETF
1.27%2.19%3.83%6.53%-11.04%-2.76%8.04%6.70%0.31%1.59%

Correlation

The correlation between MKB.TO and DCU.TO is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.69

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

0.69

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

0.60

Correlation (All Time)
Calculated using the full available price history since Apr 6, 2017

0.40

Over the past year, MKB.TO and DCU.TO have become more correlated (0.69) than their long-term average of 0.40, meaning their price movements have been converging.

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Return for Risk

MKB.TO vs. DCU.TO — Risk / Return Rank

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

MKB.TO
MKB.TO Risk / Return Rank: 3535
Overall Rank
MKB.TO Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
MKB.TO Sortino Ratio Rank: 3636
Sortino Ratio Rank
MKB.TO Omega Ratio Rank: 3434
Omega Ratio Rank
MKB.TO Calmar Ratio Rank: 3636
Calmar Ratio Rank
MKB.TO Martin Ratio Rank: 3333
Martin Ratio Rank

DCU.TO
DCU.TO Risk / Return Rank: 3333
Overall Rank
DCU.TO Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
DCU.TO Sortino Ratio Rank: 3030
Sortino Ratio Rank
DCU.TO Omega Ratio Rank: 3535
Omega Ratio Rank
DCU.TO Calmar Ratio Rank: 3636
Calmar Ratio Rank
DCU.TO Martin Ratio Rank: 3232
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.

MKB.TO vs. DCU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mackenzie Canadian Strategic Fixed Income ETF (MKB.TO) and Desjardins Canadian Universe Bond Index ETF (DCU.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.


MKB.TODCU.TODifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.23

Omega ratioGain probability vs. loss probability

1.20

1.20

0.00

Calmar ratioReturn relative to maximum drawdown

1.59

1.53

+0.06

Martin ratioReturn relative to average drawdown

4.11

3.78

+0.33

MKB.TO vs. DCU.TO - Sharpe Ratio Comparison

The current MKB.TO Sharpe Ratio is 1.13, which is comparable to the DCU.TO Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of MKB.TO and DCU.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

MKB.TO vs. DCU.TO - Drawdown Comparison

The maximum MKB.TO drawdown since its inception was -19.78%, which is greater than DCU.TO's maximum drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for MKB.TO and DCU.TO.


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Drawdown Indicators


MKB.TODCU.TODifference

Max Drawdown

Largest peak-to-trough decline

-19.78%

-17.81%

-1.97%

Max Drawdown (1Y)

Largest decline over 1 year

-2.99%

-2.76%

-0.23%

Max Drawdown (3Y)

Largest decline over 3 years

-4.67%

-4.43%

-0.24%

Max Drawdown (5Y)

Largest decline over 5 years

-16.05%

-15.40%

-0.65%

Max Drawdown (10Y)

Largest decline over 10 years

-19.78%

Current Drawdown

Current decline from peak

-1.68%

-1.90%

+0.22%

Average Drawdown

Average peak-to-trough decline

-5.55%

-5.21%

-0.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.15%

1.11%

+0.04%

Volatility

MKB.TO vs. DCU.TO - Volatility Comparison

Mackenzie Canadian Strategic Fixed Income ETF (MKB.TO) has a higher volatility of 1.28% compared to Desjardins Canadian Universe Bond Index ETF (DCU.TO) at 1.06%. This indicates that MKB.TO's price experiences larger fluctuations and is considered to be riskier than DCU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MKB.TODCU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.28%

1.06%

+0.22%

Volatility (6M)

Calculated over the trailing 6-month period

3.16%

3.29%

-0.13%

Volatility (1Y)

Calculated over the trailing 1-year period

4.23%

4.12%

+0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.39%

6.25%

+0.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.96%

6.29%

+5.67%

Dividends

MKB.TO vs. DCU.TO - Dividend Comparison

MKB.TO's dividend yield for the trailing twelve months is around 3.50%, more than DCU.TO's 3.17% yield.


PositionTTM2025202420232022202120202019201820172016
DCU.TO
Desjardins Canadian Universe Bond Index ETF
3.17%3.07%2.92%2.58%3.49%3.00%2.82%2.79%2.90%2.12%0.00%
MKB.TO
Mackenzie Canadian Strategic Fixed Income ETF
3.50%3.75%3.45%2.98%2.86%2.16%2.11%2.44%3.02%2.19%1.78%

Frequently Asked Questions


MKB.TO and DCU.TO have a correlation of 0.69, 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 Desjardins.

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