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MNY.TO vs. BND.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MNY.TO vs. BND.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Purpose Cash Management Fund (MNY.TO) and Purpose Global Bond Fund (BND.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, MNY.TO achieves a 1.36% return, which is significantly higher than BND.TO's 0.22% return.


MNY.TO

1D
0.04%
1M
0.19%
6M
1.20%
YTD
1.36%
1Y
2.54%
3Y*
3.79%
5Y*
10Y*
ALL TIME*
3.94%

BND.TO

1D
-0.11%
1M
-1.51%
6M
-0.09%
YTD
0.22%
1Y
3.10%
3Y*
6.74%
5Y*
2.90%
10Y*
2.78%
ALL TIME*
2.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
CA$509.73KCA$810.65KCA$795.74K
CA$7.14MCA$7.01MCA$5.03M

MNY.TO vs. BND.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022
MNY.TO
Purpose Cash Management Fund
1.36%3.03%4.69%5.03%1.18%
BND.TO
Purpose Global Bond Fund
0.22%7.26%7.49%8.45%0.16%

Correlation

The correlation between MNY.TO and BND.TO is -0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.06

Correlation (3Y)
Balances recent behavior with more history.

0.01

Correlation (All Time)
Calculated using the full available price history since Sep 14, 2022

0.02

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Return for Risk

MNY.TO vs. BND.TO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MNY.TO
MNY.TO Risk / Return Rank: 100100
Overall Rank
MNY.TO Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
MNY.TO Sortino Ratio Rank: 100100
Sortino Ratio Rank
MNY.TO Omega Ratio Rank: 100100
Omega Ratio Rank
MNY.TO Calmar Ratio Rank: 100100
Calmar Ratio Rank
MNY.TO Martin Ratio Rank: 100100
Martin Ratio Rank

BND.TO
BND.TO Risk / Return Rank: 3737
Overall Rank
BND.TO Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BND.TO Sortino Ratio Rank: 3737
Sortino Ratio Rank
BND.TO Omega Ratio Rank: 3737
Omega Ratio Rank
BND.TO Calmar Ratio Rank: 3232
Calmar Ratio Rank
BND.TO Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MNY.TO vs. BND.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Purpose Cash Management Fund (MNY.TO) and Purpose Global Bond Fund (BND.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.


MNY.TOBND.TODifference
Sharpe ratioReturn per unit of total volatility

+14.78

Sortino ratioReturn per unit of downside risk

+48.36

Omega ratioGain probability vs. loss probability

22.10

1.18

+20.92

Calmar ratioReturn relative to maximum drawdown

64.35

1.11

+63.25

Martin ratioReturn relative to average drawdown

582.61

4.16

+578.45

MNY.TO vs. BND.TO - Sharpe Ratio Comparison

The current MNY.TO Sharpe Ratio is 15.77, which is higher than the BND.TO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of MNY.TO and BND.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

MNY.TO vs. BND.TO - Drawdown Comparison

The maximum MNY.TO drawdown since its inception was -0.24%, smaller than the maximum BND.TO drawdown of -16.55%. Use the drawdown chart below to compare losses from any high point for MNY.TO and BND.TO.


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Drawdown Indicators


MNY.TOBND.TODifference

Max Drawdown

Largest peak-to-trough decline

-0.24%

-16.55%

+16.31%

Max Drawdown (1Y)

Largest decline over 1 year

-0.04%

-2.87%

+2.83%

Max Drawdown (3Y)

Largest decline over 3 years

-0.10%

-4.33%

+4.23%

Max Drawdown (5Y)

Largest decline over 5 years

-12.43%

Max Drawdown (10Y)

Largest decline over 10 years

-16.55%

Current Drawdown

Current decline from peak

0.00%

-1.56%

+1.56%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.09%

+2.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

0.76%

-0.76%

Volatility

MNY.TO vs. BND.TO - Volatility Comparison

The current volatility for Purpose Cash Management Fund (MNY.TO) is 0.05%, while Purpose Global Bond Fund (BND.TO) has a volatility of 1.04%. This indicates that MNY.TO experiences smaller price fluctuations and is considered to be less risky than BND.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MNY.TOBND.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.05%

1.04%

-0.99%

Volatility (6M)

Calculated over the trailing 6-month period

0.10%

2.81%

-2.71%

Volatility (1Y)

Calculated over the trailing 1-year period

0.16%

3.23%

-3.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.32%

5.11%

-4.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.32%

5.15%

-4.83%

MNY.TO vs. BND.TO - Expense Ratio Comparison

MNY.TO has a 0.22% expense ratio, which is lower than BND.TO's 0.45% expense ratio.


Dividends

MNY.TO vs. BND.TO - Dividend Comparison

MNY.TO's dividend yield for the trailing twelve months is around 2.51%, less than BND.TO's 5.93% yield.


PositionTTM20252024202320222021202020192018201720162015
BND.TO
Purpose Global Bond Fund
5.93%5.70%5.24%5.20%4.14%3.67%3.48%3.11%3.96%3.47%3.26%0.53%
MNY.TO
Purpose Cash Management Fund
2.51%2.93%4.71%4.85%1.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MNY.TO and BND.TO have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MNY.TO is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MNY.TO is cheaper with a 0.22% expense ratio, compared with 0.45% for BND.TO.

MNY.TO is categorized as Money Market, while BND.TO is Global Bonds. Their fees differ too: 0.22% for MNY.TO and 0.45% for BND.TO.

Portfolio Optimizer

Find the right allocation for MNY.TO and BND.TO

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