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

Performance

MNY.TO vs. PDF.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 Core Dividend Fund (PDF.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 lower than PDF.TO's 20.56% 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%

PDF.TO

1D
0.07%
1M
1.78%
6M
16.58%
YTD
20.56%
1Y
35.64%
3Y*
19.06%
5Y*
12.16%
10Y*
9.70%
ALL TIME*
10.47%
*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$7.14MCA$7.01MCA$5.03M
CA$197.79KCA$214.85KCA$225.89K

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


2026 (YTD)2025202420232022
MNY.TO
Purpose Cash Management Fund
1.36%3.03%4.69%5.03%1.18%
PDF.TO
Purpose Core Dividend Fund
20.56%20.44%13.61%4.13%1.04%

Correlation

The correlation between MNY.TO and PDF.TO is -0.03, 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.

-0.03

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. PDF.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

PDF.TO
PDF.TO Risk / Return Rank: 9797
Overall Rank
PDF.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
PDF.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
PDF.TO Omega Ratio Rank: 9797
Omega Ratio Rank
PDF.TO Calmar Ratio Rank: 9595
Calmar Ratio Rank
PDF.TO Martin Ratio Rank: 9696
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. PDF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Purpose Cash Management Fund (MNY.TO) and Purpose Core Dividend Fund (PDF.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.TOPDF.TODifference
Sharpe ratioReturn per unit of total volatility

+11.60

Sortino ratioReturn per unit of downside risk

+43.75

Omega ratioGain probability vs. loss probability

22.10

1.78

+20.32

Calmar ratioReturn relative to maximum drawdown

64.35

5.54

+58.81

Martin ratioReturn relative to average drawdown

582.61

25.22

+557.39

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

The current MNY.TO Sharpe Ratio is 15.77, which is higher than the PDF.TO Sharpe Ratio of 4.17. The chart below compares the historical Sharpe Ratios of MNY.TO and PDF.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. PDF.TO - Drawdown Comparison

The maximum MNY.TO drawdown since its inception was -0.24%, smaller than the maximum PDF.TO drawdown of -36.00%. Use the drawdown chart below to compare losses from any high point for MNY.TO and PDF.TO.


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Drawdown Indicators


MNY.TOPDF.TODifference

Max Drawdown

Largest peak-to-trough decline

-0.24%

-36.00%

+35.76%

Max Drawdown (1Y)

Largest decline over 1 year

-0.04%

-6.35%

+6.31%

Max Drawdown (3Y)

Largest decline over 3 years

-0.10%

-9.28%

+9.18%

Max Drawdown (5Y)

Largest decline over 5 years

-15.81%

Max Drawdown (10Y)

Largest decline over 10 years

-36.00%

Current Drawdown

Current decline from peak

0.00%

-0.76%

+0.76%

Average Drawdown

Average peak-to-trough decline

0.00%

-3.44%

+3.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

1.39%

-1.39%

Volatility

MNY.TO vs. PDF.TO - Volatility Comparison

The current volatility for Purpose Cash Management Fund (MNY.TO) is 0.05%, while Purpose Core Dividend Fund (PDF.TO) has a volatility of 2.82%. This indicates that MNY.TO experiences smaller price fluctuations and is considered to be less risky than PDF.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.TOPDF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.05%

2.82%

-2.77%

Volatility (6M)

Calculated over the trailing 6-month period

0.10%

6.95%

-6.85%

Volatility (1Y)

Calculated over the trailing 1-year period

0.16%

8.46%

-8.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.32%

10.35%

-10.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.32%

13.58%

-13.26%

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

MNY.TO has a 0.22% expense ratio, which is lower than PDF.TO's 0.66% expense ratio.


Dividends

MNY.TO vs. PDF.TO - Dividend Comparison

MNY.TO's dividend yield for the trailing twelve months is around 2.51%, less than PDF.TO's 2.78% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
PDF.TO
Purpose Core Dividend Fund
2.78%3.49%3.82%4.17%3.77%3.19%3.84%3.65%4.33%3.50%3.38%3.40%

Frequently Asked Questions


MNY.TO and PDF.TO have a correlation of -0.03, 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 0.66% for PDF.TO.

MNY.TO is categorized as Money Market, while PDF.TO is Dividend. Their fees differ too: 0.22% for MNY.TO and 0.66% for PDF.TO.

Portfolio Optimizer

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