PortfoliosLab logoPortfoliosLab logo
PINC.TO vs. ZMMK.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PINC.TO vs. ZMMK.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Purpose Multi-Asset Income Fund (PINC.TO) and BMO Money Market Fund ETF Series (ZMMK.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PINC.TO achieves a 13.51% return, which is significantly higher than ZMMK.TO's 0.99% return.


PINC.TO

1D
0.05%
1M
3.84%
YTD
13.51%
6M
14.39%
1Y
23.27%
3Y*
15.92%
5Y*
9.86%
10Y*

ZMMK.TO

1D
0.04%
1M
0.19%
YTD
0.99%
6M
1.17%
1Y
2.50%
3Y*
3.86%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PINC.TO vs. ZMMK.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
PINC.TO
Purpose Multi-Asset Income Fund
13.51%14.41%17.01%5.89%-8.44%2.93%
ZMMK.TO
BMO Money Market Fund ETF Series
0.99%2.77%4.94%4.86%1.99%0.04%

Correlation

The correlation between PINC.TO and ZMMK.TO is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2021

0.01

The correlation between PINC.TO and ZMMK.TO shifts across timeframes, from 0.01 (all time) to 0.13 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PINC.TO vs. ZMMK.TO — Risk / Return Rank

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

PINC.TO
PINC.TO Risk / Return Rank: 9494
Overall Rank
PINC.TO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
PINC.TO Sortino Ratio Rank: 9595
Sortino Ratio Rank
PINC.TO Omega Ratio Rank: 9595
Omega Ratio Rank
PINC.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
PINC.TO Martin Ratio Rank: 9393
Martin Ratio Rank

ZMMK.TO
ZMMK.TO Risk / Return Rank: 100100
Overall Rank
ZMMK.TO Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
ZMMK.TO Sortino Ratio Rank: 100100
Sortino Ratio Rank
ZMMK.TO Omega Ratio Rank: 9999
Omega Ratio Rank
ZMMK.TO Calmar Ratio Rank: 100100
Calmar Ratio Rank
ZMMK.TO Martin Ratio Rank: 100100
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.

PINC.TO vs. ZMMK.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Purpose Multi-Asset Income Fund (PINC.TO) and BMO Money Market Fund ETF Series (ZMMK.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.


PINC.TOZMMK.TODifference
Sharpe ratioReturn per unit of total volatility

-6.07

Sortino ratioReturn per unit of downside risk

-19.00

Omega ratioGain probability vs. loss probability

1.75

5.48

-3.73

Calmar ratioReturn relative to maximum drawdown

6.52

83.57

-77.06

Martin ratioReturn relative to average drawdown

24.97

380.38

-355.42

PINC.TO vs. ZMMK.TO - Sharpe Ratio Comparison

The current PINC.TO Sharpe Ratio is 3.61, which is lower than the ZMMK.TO Sharpe Ratio of 9.68. The chart below compares the historical Sharpe Ratios of PINC.TO and ZMMK.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.


Loading charts...

Sharpe Ratios by Period


PINC.TOZMMK.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.61

9.68

-6.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

10.31

-9.68

Drawdowns

PINC.TO vs. ZMMK.TO - Drawdown Comparison

The maximum PINC.TO drawdown since its inception was -43.84%, which is greater than ZMMK.TO's maximum drawdown of -0.16%. Use the drawdown chart below to compare losses from any high point for PINC.TO and ZMMK.TO.


Loading charts...

Drawdown Indicators


PINC.TOZMMK.TODifference

Max Drawdown

Largest peak-to-trough decline

-43.84%

-0.16%

-43.68%

Max Drawdown (1Y)

Largest decline over 1 year

-3.59%

-0.03%

-3.56%

Max Drawdown (3Y)

Largest decline over 3 years

-9.38%

-0.08%

-9.30%

Max Drawdown (5Y)

Largest decline over 5 years

-15.59%

Current Drawdown

Current decline from peak

-0.09%

0.00%

-0.09%

Average Drawdown

Average peak-to-trough decline

-4.40%

-0.00%

-4.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.93%

0.01%

+0.92%

Volatility

PINC.TO vs. ZMMK.TO - Volatility Comparison

Purpose Multi-Asset Income Fund (PINC.TO) has a higher volatility of 1.86% compared to BMO Money Market Fund ETF Series (ZMMK.TO) at 0.06%. This indicates that PINC.TO's price experiences larger fluctuations and is considered to be riskier than ZMMK.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PINC.TOZMMK.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.86%

0.06%

+1.80%

Volatility (6M)

Calculated over the trailing 6-month period

5.03%

0.18%

+4.85%

Volatility (1Y)

Calculated over the trailing 1-year period

6.48%

0.26%

+6.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.58%

0.34%

+8.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.90%

0.34%

+14.56%

Dividends

PINC.TO vs. ZMMK.TO - Dividend Comparison

PINC.TO's dividend yield for the trailing twelve months is around 4.54%, more than ZMMK.TO's 2.53% yield.


PositionTTM20252024202320222021202020192018
PINC.TO
Purpose Multi-Asset Income Fund
4.54%5.05%10.05%10.60%9.99%8.17%7.34%5.06%3.66%
ZMMK.TO
BMO Money Market Fund ETF Series
2.53%3.02%4.66%4.98%1.95%0.04%0.00%0.00%0.00%

Frequently Asked Questions


PINC.TO and ZMMK.TO have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for PINC.TO and ZMMK.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer