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RITA vs. MNY.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RITA vs. MNY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETFB Green SRI REITs ETF (RITA) and Purpose Cash Management Fund (MNY.TO). The values are adjusted to include any dividend payments, if applicable.

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RITA vs. MNY.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022
RITA
ETFB Green SRI REITs ETF
0.36%3.93%1.93%9.66%-6.92%
MNY.TO
Purpose Cash Management Fund
-0.75%7.97%-3.58%7.42%-1.37%
Different Trading Currencies

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

Returns By Period

In the year-to-date period, RITA achieves a 0.36% return, which is significantly higher than MNY.TO's -0.75% return.


RITA

1D
2.00%
1M
-6.36%
YTD
0.36%
6M
-0.19%
1Y
3.08%
3Y*
4.07%
5Y*
10Y*

MNY.TO

1D
0.11%
1M
-1.66%
YTD
-0.75%
6M
1.40%
1Y
6.26%
3Y*
3.07%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RITA vs. MNY.TO - Expense Ratio Comparison

RITA has a 0.50% expense ratio, which is higher than MNY.TO's 0.22% expense ratio.


Return for Risk

RITA vs. MNY.TO — Risk / Return Rank

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

RITA
RITA Risk / Return Rank: 1818
Overall Rank
RITA Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
RITA Sortino Ratio Rank: 1616
Sortino Ratio Rank
RITA Omega Ratio Rank: 1616
Omega Ratio Rank
RITA Calmar Ratio Rank: 1818
Calmar Ratio Rank
RITA Martin Ratio Rank: 2121
Martin Ratio Rank

MNY.TO
MNY.TO Risk / Return Rank: 100100
Overall Rank
MNY.TO Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
MNY.TO Sortino Ratio Rank: 100100
Sortino Ratio Rank
MNY.TO Omega Ratio Rank: 100100
Omega Ratio Rank
MNY.TO Calmar Ratio Rank: 100100
Calmar Ratio Rank
MNY.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.

RITA vs. MNY.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) and Purpose Cash Management Fund (MNY.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.


RITAMNY.TODifference

Sharpe ratio

Return per unit of total volatility

0.19

1.20

-1.01

Sortino ratio

Return per unit of downside risk

0.38

1.99

-1.61

Omega ratio

Gain probability vs. loss probability

1.05

1.23

-0.18

Calmar ratio

Return relative to maximum drawdown

0.29

2.01

-1.73

Martin ratio

Return relative to average drawdown

1.21

4.43

-3.22

RITA vs. MNY.TO - Sharpe Ratio Comparison

The current RITA Sharpe Ratio is 0.19, which is lower than the MNY.TO Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of RITA and MNY.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RITAMNY.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.19

1.20

-1.01

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.18

0.44

-0.61

Correlation

The correlation between RITA and MNY.TO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

RITA vs. MNY.TO - Dividend Comparison

RITA's dividend yield for the trailing twelve months is around 2.85%, more than MNY.TO's 2.67% yield.


TTM20252024202320222021
RITA
ETFB Green SRI REITs ETF
2.85%2.50%3.12%3.25%2.41%0.21%
MNY.TO
Purpose Cash Management Fund
2.67%2.93%4.71%4.85%1.47%0.00%

Drawdowns

RITA vs. MNY.TO - Drawdown Comparison

The maximum RITA drawdown since its inception was -35.92%, which is greater than MNY.TO's maximum drawdown of -6.22%. Use the drawdown chart below to compare losses from any high point for RITA and MNY.TO.


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Drawdown Indicators


RITAMNY.TODifference

Max Drawdown

Largest peak-to-trough decline

-35.92%

-0.24%

-35.68%

Max Drawdown (1Y)

Largest decline over 1 year

-12.27%

-0.04%

-12.23%

Current Drawdown

Current decline from peak

-17.58%

0.00%

-17.58%

Average Drawdown

Average peak-to-trough decline

-20.97%

0.00%

-20.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

0.00%

+2.92%

Volatility

RITA vs. MNY.TO - Volatility Comparison

ETFB Green SRI REITs ETF (RITA) has a higher volatility of 5.03% compared to Purpose Cash Management Fund (MNY.TO) at 1.36%. This indicates that RITA's price experiences larger fluctuations and is considered to be riskier than MNY.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RITAMNY.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.03%

1.36%

+3.67%

Volatility (6M)

Calculated over the trailing 6-month period

8.78%

3.34%

+5.44%

Volatility (1Y)

Calculated over the trailing 1-year period

15.98%

5.24%

+10.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.87%

5.97%

+11.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.87%

5.97%

+11.90%