PortfoliosLab logoPortfoliosLab logo
PMIF-U.TO vs. HFND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PMIF-U.TO vs. HFND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Monthly Income Fund (Canada) (PMIF-U.TO) and Unlimited HFND Multi-Strategy Return Tracker ETF (HFND). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PMIF-U.TO achieves a 1.93% return, which is significantly lower than HFND's 8.41% return.


PMIF-U.TO

1D
0.20%
1M
1.27%
YTD
1.93%
6M
2.02%
1Y
7.99%
3Y*
5Y*
10Y*

HFND

1D
0.29%
1M
0.25%
YTD
8.41%
6M
7.98%
1Y
16.83%
3Y*
9.73%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PMIF-U.TO vs. HFND - Yearly Performance Comparison


2026 (YTD)202520242023
PMIF-U.TO
PIMCO Monthly Income Fund (Canada)
1.93%10.75%5.77%0.26%
HFND
Unlimited HFND Multi-Strategy Return Tracker ETF
8.41%8.93%8.34%-0.15%

Correlation

The correlation between PMIF-U.TO and HFND is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

Correlation (All Time)
Calculated using the full available price history since Dec 28, 2023

0.20

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

PMIF-U.TO vs. HFND — Risk / Return Rank

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

PMIF-U.TO
PMIF-U.TO Risk / Return Rank: 7676
Overall Rank
PMIF-U.TO Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
PMIF-U.TO Sortino Ratio Rank: 8888
Sortino Ratio Rank
PMIF-U.TO Omega Ratio Rank: 8585
Omega Ratio Rank
PMIF-U.TO Calmar Ratio Rank: 6060
Calmar Ratio Rank
PMIF-U.TO Martin Ratio Rank: 6565
Martin Ratio Rank

HFND
HFND Risk / Return Rank: 6666
Overall Rank
HFND Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
HFND Sortino Ratio Rank: 5959
Sortino Ratio Rank
HFND Omega Ratio Rank: 6060
Omega Ratio Rank
HFND Calmar Ratio Rank: 7676
Calmar Ratio Rank
HFND Martin Ratio Rank: 7676
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.

PMIF-U.TO vs. HFND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Monthly Income Fund (Canada) (PMIF-U.TO) and Unlimited HFND Multi-Strategy Return Tracker ETF (HFND). 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.


PMIF-U.TOHFNDDifference
Sharpe ratioReturn per unit of total volatility

+0.64

Sortino ratioReturn per unit of downside risk

+1.02

Omega ratioGain probability vs. loss probability

1.45

1.32

+0.13

Calmar ratioReturn relative to maximum drawdown

2.58

3.42

-0.84

Martin ratioReturn relative to average drawdown

10.40

12.45

-2.05

PMIF-U.TO vs. HFND - Sharpe Ratio Comparison

The current PMIF-U.TO Sharpe Ratio is 2.36, which is higher than the HFND Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of PMIF-U.TO and HFND, 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...

Drawdowns

PMIF-U.TO vs. HFND - Drawdown Comparison

The maximum PMIF-U.TO drawdown since its inception was -3.11%, smaller than the maximum HFND drawdown of -13.31%. Use the drawdown chart below to compare losses from any high point for PMIF-U.TO and HFND.


Loading charts...

Drawdown Indicators


PMIF-U.TOHFNDDifference

Max Drawdown

Largest peak-to-trough decline

-3.11%

-13.31%

+10.20%

Max Drawdown (1Y)

Largest decline over 1 year

-3.11%

-4.94%

+1.83%

Max Drawdown (3Y)

Largest decline over 3 years

-13.31%

Current Drawdown

Current decline from peak

0.00%

-1.07%

+1.07%

Average Drawdown

Average peak-to-trough decline

-0.54%

-2.08%

+1.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

1.35%

-0.58%

Volatility

PMIF-U.TO vs. HFND - Volatility Comparison

The current volatility for PIMCO Monthly Income Fund (Canada) (PMIF-U.TO) is 1.17%, while Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) has a volatility of 3.30%. This indicates that PMIF-U.TO experiences smaller price fluctuations and is considered to be less risky than HFND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PMIF-U.TOHFNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.17%

3.30%

-2.13%

Volatility (6M)

Calculated over the trailing 6-month period

2.62%

8.10%

-5.48%

Volatility (1Y)

Calculated over the trailing 1-year period

3.40%

9.80%

-6.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.88%

9.52%

-5.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.88%

9.52%

-5.64%

PMIF-U.TO vs. HFND - Expense Ratio Comparison

PMIF-U.TO has a 0.84% expense ratio, which is lower than HFND's 1.22% expense ratio.


Dividends

PMIF-U.TO vs. HFND - Dividend Comparison

PMIF-U.TO's dividend yield for the trailing twelve months is around 5.50%, more than HFND's 4.69% yield.


PositionTTM2025202420232022
HFND
Unlimited HFND Multi-Strategy Return Tracker ETF
4.69%5.08%3.70%1.41%0.43%
PMIF-U.TO
PIMCO Monthly Income Fund (Canada)
5.50%5.50%6.78%0.00%0.00%

Frequently Asked Questions


PMIF-U.TO and HFND have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PMIF-U.TO is cheaper at 0.84% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PMIF-U.TO is cheaper with a 0.84% expense ratio, compared with 1.22% for HFND.

PMIF-U.TO is categorized as Multisector Bonds, while HFND is Multistrategy. They also come from different issuers: PIMCO and Tidal ETFs. Their fees differ too: 0.84% for PMIF-U.TO and 1.22% for HFND.

Portfolio Optimizer

Find the right allocation for PMIF-U.TO and HFND

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