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PFLS.TO vs. FCLS.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFLS.TO vs. FCLS.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in PICTON Long Short Equity Alternative Fund (PFLS.TO) and Fidelity Canadian Long/Short Alternative ETF (FCLS.NEO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PFLS.TO achieves a 8.20% return, which is significantly higher than FCLS.NEO's 6.45% return.


PFLS.TO

1D
0.00%
1M
0.40%
6M
6.14%
YTD
8.20%
1Y
16.31%
3Y*
14.01%
5Y*
10.28%
10Y*
ALL TIME*
13.84%

FCLS.NEO

1D
0.62%
1M
1.03%
6M
0.75%
YTD
6.45%
1Y
15.07%
3Y*
5Y*
10Y*
ALL TIME*
17.08%
*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$10.37KCA$11.67KCA$11.48K
CA$110.34KCA$123.83KCA$187.96K

PFLS.TO vs. FCLS.NEO - Yearly Performance Comparison


2026 (YTD)20252024
PFLS.TO
PICTON Long Short Equity Alternative Fund
8.20%13.69%16.01%
FCLS.NEO
Fidelity Canadian Long/Short Alternative ETF
6.45%18.33%17.30%

Correlation

The correlation between PFLS.TO and FCLS.NEO is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.46

Correlation (All Time)
Calculated using the full available price history since Feb 1, 2024

0.42

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Return for Risk

PFLS.TO vs. FCLS.NEO — Risk / Return Rank

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

PFLS.TO
PFLS.TO Risk / Return Rank: 7575
Overall Rank
PFLS.TO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
PFLS.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
PFLS.TO Omega Ratio Rank: 7878
Omega Ratio Rank
PFLS.TO Calmar Ratio Rank: 6767
Calmar Ratio Rank
PFLS.TO Martin Ratio Rank: 7777
Martin Ratio Rank

FCLS.NEO
FCLS.NEO Risk / Return Rank: 4242
Overall Rank
FCLS.NEO Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
FCLS.NEO Sortino Ratio Rank: 3838
Sortino Ratio Rank
FCLS.NEO Omega Ratio Rank: 5555
Omega Ratio Rank
FCLS.NEO Calmar Ratio Rank: 3535
Calmar Ratio Rank
FCLS.NEO Martin Ratio Rank: 4343
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.

PFLS.TO vs. FCLS.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PICTON Long Short Equity Alternative Fund (PFLS.TO) and Fidelity Canadian Long/Short Alternative ETF (FCLS.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.

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.


PFLS.TOFCLS.NEODifference
Sharpe ratioReturn per unit of total volatility

+0.83

Sortino ratioReturn per unit of downside risk

+1.07

Omega ratioGain probability vs. loss probability

1.33

1.24

+0.09

Calmar ratioReturn relative to maximum drawdown

2.35

1.22

+1.12

Martin ratioReturn relative to average drawdown

9.80

4.89

+4.90

PFLS.TO vs. FCLS.NEO - Sharpe Ratio Comparison

The current PFLS.TO Sharpe Ratio is 1.78, which is higher than the FCLS.NEO Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of PFLS.TO and FCLS.NEO, 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

PFLS.TO vs. FCLS.NEO - Drawdown Comparison

The maximum PFLS.TO drawdown since its inception was -11.82%, smaller than the maximum FCLS.NEO drawdown of -14.39%. Use the drawdown chart below to compare losses from any high point for PFLS.TO and FCLS.NEO.


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Drawdown Indicators


PFLS.TOFCLS.NEODifference

Max Drawdown

Largest peak-to-trough decline

-11.82%

-14.39%

+2.57%

Max Drawdown (1Y)

Largest decline over 1 year

-6.98%

-12.39%

+5.41%

Max Drawdown (3Y)

Largest decline over 3 years

-9.40%

Max Drawdown (5Y)

Largest decline over 5 years

-11.10%

Current Drawdown

Current decline from peak

-0.78%

-2.85%

+2.07%

Average Drawdown

Average peak-to-trough decline

-2.36%

-2.12%

-0.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.67%

3.09%

-1.42%

Volatility

PFLS.TO vs. FCLS.NEO - Volatility Comparison

The current volatility for PICTON Long Short Equity Alternative Fund (PFLS.TO) is 1.98%, while Fidelity Canadian Long/Short Alternative ETF (FCLS.NEO) has a volatility of 3.28%. This indicates that PFLS.TO experiences smaller price fluctuations and is considered to be less risky than FCLS.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFLS.TOFCLS.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.98%

3.28%

-1.30%

Volatility (6M)

Calculated over the trailing 6-month period

7.20%

13.86%

-6.66%

Volatility (1Y)

Calculated over the trailing 1-year period

9.20%

15.82%

-6.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.54%

13.96%

-1.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.40%

13.96%

-0.56%

PFLS.TO vs. FCLS.NEO - Expense Ratio Comparison

PFLS.TO has a 6.48% expense ratio, which is higher than FCLS.NEO's 1.27% expense ratio.


Dividends

PFLS.TO vs. FCLS.NEO - Dividend Comparison

PFLS.TO has not paid dividends to shareholders, while FCLS.NEO's dividend yield for the trailing twelve months is around 0.61%.


PositionTTM202520242023
FCLS.NEO
Fidelity Canadian Long/Short Alternative ETF
0.61%0.65%0.00%0.00%
PFLS.TO
PICTON Long Short Equity Alternative Fund
0.00%0.00%0.00%0.98%

Frequently Asked Questions


PFLS.TO and FCLS.NEO have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FCLS.NEO is cheaper at 1.27% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FCLS.NEO is cheaper with a 1.27% expense ratio, compared with 6.48% for PFLS.TO.

They also come from different issuers: PICTON Investments and Fidelity. Their fees differ too: 6.48% for PFLS.TO and 1.27% for FCLS.NEO.

Portfolio Optimizer

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