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RATE.TO vs. IGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RATE.TO vs. IGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Arrow EC Income Advantage Alternative Fund (RATE.TO) and iShares International Treasury Bond ETF (IGOV). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, RATE.TO achieves a 1.38% return, which is significantly higher than IGOV's 1.29% return.


RATE.TO

1D
-0.19%
1M
0.00%
6M
1.13%
YTD
1.38%
1Y
2.80%
3Y*
5.22%
5Y*
4.83%
10Y*
ALL TIME*
4.08%

IGOV

1D
0.57%
1M
-0.96%
6M
0.38%
YTD
1.29%
1Y
0.41%
3Y*
3.83%
5Y*
-2.40%
10Y*
-0.79%
ALL TIME*
0.91%
*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$12.62MCA$22.45MCA$23.18M
CA$63.23KCA$64.17KCA$66.35K

RATE.TO vs. IGOV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RATE.TO
Arrow EC Income Advantage Alternative Fund
1.38%4.60%5.59%10.12%2.34%2.46%3.49%6.56%-0.84%-0.05%
IGOV
iShares International Treasury Bond ETF
1.29%4.94%1.41%3.06%-17.13%-9.29%8.25%-0.52%5.59%-2.29%

Correlation

The correlation between RATE.TO and IGOV is 0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.00

Correlation (3Y)
Balances recent behavior with more history.

-0.03

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.07

Correlation (All Time)
Calculated using the full available price history since Dec 4, 2017

-0.04

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Return for Risk

RATE.TO vs. IGOV — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RATE.TO
RATE.TO Risk / Return Rank: 6363
Overall Rank
RATE.TO Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
RATE.TO Sortino Ratio Rank: 5151
Sortino Ratio Rank
RATE.TO Omega Ratio Rank: 4949
Omega Ratio Rank
RATE.TO Calmar Ratio Rank: 8686
Calmar Ratio Rank
RATE.TO Martin Ratio Rank: 8282
Martin Ratio Rank

IGOV
IGOV Risk / Return Rank: 99
Overall Rank
IGOV Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
IGOV Sortino Ratio Rank: 99
Sortino Ratio Rank
IGOV Omega Ratio Rank: 99
Omega Ratio Rank
IGOV Calmar Ratio Rank: 99
Calmar Ratio Rank
IGOV Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RATE.TO vs. IGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Arrow EC Income Advantage Alternative Fund (RATE.TO) and iShares International Treasury Bond ETF (IGOV). 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.


RATE.TOIGOVDifference
Sharpe ratioReturn per unit of total volatility

+1.22

Sortino ratioReturn per unit of downside risk

+1.79

Omega ratioGain probability vs. loss probability

1.24

1.01

+0.23

Calmar ratioReturn relative to maximum drawdown

3.56

0.07

+3.50

Martin ratioReturn relative to average drawdown

11.80

0.15

+11.65

RATE.TO vs. IGOV - Sharpe Ratio Comparison

The current RATE.TO Sharpe Ratio is 1.27, which is higher than the IGOV Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of RATE.TO and IGOV, 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

RATE.TO vs. IGOV - Drawdown Comparison

The maximum RATE.TO drawdown since its inception was -14.01%, smaller than the maximum IGOV drawdown of -31.87%. Use the drawdown chart below to compare losses from any high point for RATE.TO and IGOV.


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Drawdown Indicators


RATE.TOIGOVDifference

Max Drawdown

Largest peak-to-trough decline

-14.01%

-31.87%

+17.86%

Max Drawdown (1Y)

Largest decline over 1 year

-0.80%

-6.15%

+5.35%

Max Drawdown (3Y)

Largest decline over 3 years

-2.78%

-6.15%

+3.37%

Max Drawdown (5Y)

Largest decline over 5 years

-3.38%

-27.30%

+23.92%

Max Drawdown (10Y)

Largest decline over 10 years

-31.87%

Current Drawdown

Current decline from peak

-0.23%

-18.09%

+17.86%

Average Drawdown

Average peak-to-trough decline

-0.84%

-10.54%

+9.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.24%

2.67%

-2.43%

Volatility

RATE.TO vs. IGOV - Volatility Comparison

The current volatility for Arrow EC Income Advantage Alternative Fund (RATE.TO) is 0.66%, while iShares International Treasury Bond ETF (IGOV) has a volatility of 1.86%. This indicates that RATE.TO experiences smaller price fluctuations and is considered to be less risky than IGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RATE.TOIGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.66%

1.86%

-1.20%

Volatility (6M)

Calculated over the trailing 6-month period

1.58%

6.59%

-5.01%

Volatility (1Y)

Calculated over the trailing 1-year period

2.25%

8.81%

-6.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.05%

11.48%

-7.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.73%

10.45%

-4.72%

RATE.TO vs. IGOV - Expense Ratio Comparison

RATE.TO has a 2.01% expense ratio, which is higher than IGOV's 0.35% expense ratio.


Dividends

RATE.TO vs. IGOV - Dividend Comparison

RATE.TO's dividend yield for the trailing twelve months is around 4.66%, more than IGOV's 1.42% yield.


PositionTTM20252024202320222021202020192018201720162015
IGOV
iShares International Treasury Bond ETF
1.42%1.41%0.59%0.00%0.11%0.39%0.00%0.24%0.31%0.19%0.69%0.12%
RATE.TO
Arrow EC Income Advantage Alternative Fund
4.66%4.60%4.69%4.74%4.11%3.52%2.98%2.99%2.32%0.00%0.00%0.00%

Frequently Asked Questions


RATE.TO and IGOV have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGOV is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGOV is cheaper with a 0.35% expense ratio, compared with 2.01% for RATE.TO.

RATE.TO is categorized as Investment Grade Bonds, while IGOV is International Government Bonds. They also come from different issuers: Arrow Capital Management Inc. and iShares. Their fees differ too: 2.01% for RATE.TO and 0.35% for IGOV.

Portfolio Optimizer

Find the right allocation for RATE.TO and IGOV

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

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