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

Performance

PFMN.TO vs. FCLS.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in PICTON Market Neutral Equity Alternative Fund (PFMN.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, PFMN.TO achieves a 2.36% return, which is significantly lower than FCLS.NEO's 6.24% return.


PFMN.TO

1D
0.00%
1M
-0.90%
6M
1.04%
YTD
2.36%
1Y
4.73%
3Y*
7.62%
5Y*
6.55%
10Y*

FCLS.NEO

1D
-0.54%
1M
-3.04%
6M
1.17%
YTD
6.24%
1Y
15.29%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024
PFMN.TO
PICTON Market Neutral Equity Alternative Fund
2.36%4.83%12.50%
FCLS.NEO
Fidelity Canadian Long/Short Alternative ETF
6.24%18.33%17.30%

Correlation

The correlation between PFMN.TO and FCLS.NEO is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.16

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Return for Risk

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

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

PFMN.TO
PFMN.TO Risk / Return Rank: 3434
Overall Rank
PFMN.TO Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
PFMN.TO Sortino Ratio Rank: 3434
Sortino Ratio Rank
PFMN.TO Omega Ratio Rank: 3131
Omega Ratio Rank
PFMN.TO Calmar Ratio Rank: 3333
Calmar Ratio Rank
PFMN.TO Martin Ratio Rank: 3838
Martin Ratio Rank

FCLS.NEO
FCLS.NEO Risk / Return Rank: 4040
Overall Rank
FCLS.NEO Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
FCLS.NEO Sortino Ratio Rank: 3636
Sortino Ratio Rank
FCLS.NEO Omega Ratio Rank: 5353
Omega Ratio Rank
FCLS.NEO Calmar Ratio Rank: 3333
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.

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

This table presents a comparison of risk-adjusted performance metrics for PICTON Market Neutral Equity Alternative Fund (PFMN.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.


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

-0.01

Sortino ratioReturn per unit of downside risk

-0.02

Omega ratioGain probability vs. loss probability

1.18

1.25

-0.08

Calmar ratioReturn relative to maximum drawdown

1.36

1.29

+0.07

Martin ratioReturn relative to average drawdown

4.63

5.24

-0.61

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

The current PFMN.TO Sharpe Ratio is 1.01, which is comparable to the FCLS.NEO Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of PFMN.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

PFMN.TO vs. FCLS.NEO - Drawdown Comparison

The maximum PFMN.TO drawdown since its inception was -13.04%, smaller than the maximum FCLS.NEO drawdown of -14.39%. Use the drawdown chart below to compare losses from any high point for PFMN.TO and FCLS.NEO.


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Drawdown Indicators


PFMN.TOFCLS.NEODifference

Max Drawdown

Largest peak-to-trough decline

-13.04%

-14.39%

+1.35%

Max Drawdown (1Y)

Largest decline over 1 year

-3.49%

-12.39%

+8.90%

Max Drawdown (3Y)

Largest decline over 3 years

-3.85%

Max Drawdown (5Y)

Largest decline over 5 years

-4.24%

Current Drawdown

Current decline from peak

-1.61%

-3.04%

+1.43%

Average Drawdown

Average peak-to-trough decline

-1.17%

-2.11%

+0.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.02%

3.05%

-2.03%

Volatility

PFMN.TO vs. FCLS.NEO - Volatility Comparison

The current volatility for PICTON Market Neutral Equity Alternative Fund (PFMN.TO) is 1.11%, while Fidelity Canadian Long/Short Alternative ETF (FCLS.NEO) has a volatility of 3.93%. This indicates that PFMN.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


PFMN.TOFCLS.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.11%

3.93%

-2.82%

Volatility (6M)

Calculated over the trailing 6-month period

3.72%

13.88%

-10.16%

Volatility (1Y)

Calculated over the trailing 1-year period

4.73%

15.82%

-11.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.72%

14.02%

-6.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.71%

14.02%

-4.31%

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

PFMN.TO has a 4.27% expense ratio, which is higher than FCLS.NEO's 1.27% expense ratio.


Dividends

PFMN.TO vs. FCLS.NEO - Dividend Comparison

PFMN.TO's dividend yield for the trailing twelve months is around 0.78%, more than FCLS.NEO's 0.62% yield.


PositionTTM2025202420232022202120202019
FCLS.NEO
Fidelity Canadian Long/Short Alternative ETF
0.62%0.65%0.00%0.00%0.00%0.00%0.00%0.00%
PFMN.TO
PICTON Market Neutral Equity Alternative Fund
0.78%0.80%0.00%1.28%0.00%0.00%0.00%0.09%

Frequently Asked Questions


PFMN.TO and FCLS.NEO have a correlation of 0.19, 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 4.27% for PFMN.TO.

They also come from different issuers: Picton Mahoney and Fidelity. Their fees differ too: 4.27% for PFMN.TO and 1.27% for FCLS.NEO.

Portfolio Optimizer

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