MNY vs. MNY.TO

Last updated Apr 2, 2026

Compare and contrast key facts about MoneyHero Limited Class A Ordinary Shares (MNY) and Purpose Cash Management Fund (MNY.TO).

MNY.TO is an actively managed fund by Purpose Investments. It was launched on Sep 14, 2022.

Performance

MNY vs. MNY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MoneyHero Limited Class A Ordinary Shares (MNY) and Purpose Cash Management Fund (MNY.TO). The values are adjusted to include any dividend payments, if applicable.

MNY vs. MNY.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
MNY MoneyHero Limited Class A Ordinary Shares	3.97%	12.50%	-34.88%	-48.66%
MNY.TO Purpose Cash Management Fund	-0.63%	7.97%	-3.58%	4.34%

Different Trading Currencies

MNY is traded in USD, while MNY.TO is traded in CAD. To make them comparable, the MNY.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, MNY achieves a 3.97% return, which is significantly higher than MNY.TO's -0.63% return.

MNY

• 1D: -0.76%
• 1M: -7.75%
• YTD: 3.97%
• 6M: -4.38%
• 1Y: 75.13%
• 3Y*: —
• 5Y*: —
• 10Y*: —

MNY.TO

• 1D: 0.11%
• 1M: -1.29%
• YTD: -0.63%
• 6M: 1.64%
• 1Y: 5.74%
• 3Y*: 3.12%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MNY vs. MNY.TO — Risk / Return Rank

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

MNY

MNY Risk / Return Rank: 69
MNY Sharpe Ratio Rank: 69
MNY Sortino Ratio Rank: 73
MNY Omega Ratio Rank: 72
MNY Calmar Ratio Rank: 69
MNY Martin Ratio Rank: 62

MNY.TO

MNY.TO Risk / Return Rank: 100
MNY.TO Sharpe Ratio Rank: 100
MNY.TO Sortino Ratio Rank: 100
MNY.TO Omega Ratio Rank: 100
MNY.TO Calmar Ratio Rank: 100
MNY.TO Martin Ratio Rank: 100

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.

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

This table presents a comparison of risk-adjusted performance metrics for MoneyHero Limited Class A Ordinary Shares (MNY) and Purpose Cash Management Fund (MNY.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.

	MNY	MNY.TO	Difference
Sharpe ratio Return per unit of total volatility	0.83	1.11	-0.29
Sortino ratio Return per unit of downside risk	1.79	1.83	-0.04
Omega ratio Gain probability vs. loss probability	1.23	1.21	+0.02
Calmar ratio Return relative to maximum drawdown	1.42	2.23	-0.81
Martin ratio Return relative to average drawdown	2.32	4.87	-2.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MNY vs. MNY.TO - Sharpe Ratio Comparison

The current MNY Sharpe Ratio is 0.83, which is comparable to the MNY.TO Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of MNY and MNY.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MNY	MNY.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.83	1.11	-0.29
Sharpe Ratio (All Time) Calculated using the full available price history	-0.25	0.44	-0.69

Correlation

The correlation between MNY and MNY.TO is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

MNY vs. MNY.TO - Dividend Comparison

MNY has not paid dividends to shareholders, while MNY.TO's dividend yield for the trailing twelve months is around 2.67%.

	TTM	2025	2024	2023	2022
MNY MoneyHero Limited Class A Ordinary Shares	0.00%	0.00%	0.00%	0.00%	0.00%
MNY.TO Purpose Cash Management Fund	2.67%	2.93%	4.71%	4.85%	1.47%

Drawdowns

MNY vs. MNY.TO - Drawdown Comparison

The maximum MNY drawdown since its inception was -84.92%, which is greater than MNY.TO's maximum drawdown of -6.22%. Use the drawdown chart below to compare losses from any high point for MNY and MNY.TO.

Drawdown Indicators

	MNY	MNY.TO	Difference
Max Drawdown Largest peak-to-trough decline	-84.92%	-0.24%	-84.68%
Max Drawdown (1Y) Largest decline over 1 year	-49.55%	-0.04%	-49.51%
Current Drawdown Current decline from peak	-67.49%	0.00%	-67.49%
Average Drawdown Average peak-to-trough decline	-64.58%	0.00%	-64.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	30.17%	0.00%	+30.17%

Volatility

MNY vs. MNY.TO - Volatility Comparison

MoneyHero Limited Class A Ordinary Shares (MNY) has a higher volatility of 11.74% compared to Purpose Cash Management Fund (MNY.TO) at 1.37%. This indicates that MNY's price experiences larger fluctuations and is considered to be riskier than MNY.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MNY	MNY.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.74%	1.37%	+10.37%
Volatility (6M) Calculated over the trailing 6-month period	50.34%	3.35%	+46.99%
Volatility (1Y) Calculated over the trailing 1-year period	91.57%	5.22%	+86.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	129.38%	5.97%	+123.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	129.38%	5.97%	+123.41%