TCON.TO vs. FCNSX
Compare and contrast key facts about TD Conservative ETF Portfolio (TCON.TO) and Fidelity Series Canada Fund (FCNSX).
TCON.TO is an actively managed fund by TD. It was launched on Aug 11, 2020. FCNSX is managed by Fidelity. It was launched on Aug 15, 2017.
Performance
TCON.TO vs. FCNSX - Performance Comparison
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TCON.TO vs. FCNSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TCON.TO TD Conservative ETF Portfolio | 0.57% | 10.47% | 9.68% | 11.95% | -12.34% | 5.71% | 2.79% |
FCNSX Fidelity Series Canada Fund | 2.29% | 22.66% | 19.32% | 13.39% | -0.24% | 27.46% | 7.87% |
Different Trading Currencies
TCON.TO is traded in CAD, while FCNSX is traded in USD. To make them comparable, the FCNSX values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, TCON.TO achieves a 0.57% return, which is significantly lower than FCNSX's 2.29% return.
TCON.TO
- 1D
- 1.59%
- 1M
- -2.82%
- YTD
- 0.57%
- 6M
- 1.96%
- 1Y
- 9.20%
- 3Y*
- 9.03%
- 5Y*
- 5.01%
- 10Y*
- —
FCNSX
- 1D
- 0.03%
- 1M
- -4.84%
- YTD
- 2.29%
- 6M
- 6.03%
- 1Y
- 23.07%
- 3Y*
- 17.57%
- 5Y*
- 14.67%
- 10Y*
- —
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TCON.TO vs. FCNSX - Expense Ratio Comparison
Return for Risk
TCON.TO vs. FCNSX — Risk / Return Rank
TCON.TO
FCNSX
TCON.TO vs. FCNSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TD Conservative ETF Portfolio (TCON.TO) and Fidelity Series Canada Fund (FCNSX). 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.
| TCON.TO | FCNSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.76 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.31 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 2.20 | -0.31 |
Martin ratioReturn relative to average drawdown | 7.10 | 10.49 | -3.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TCON.TO | FCNSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.76 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 1.19 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.81 | -0.18 |
Correlation
The correlation between TCON.TO and FCNSX is 0.35, 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
TCON.TO vs. FCNSX - Dividend Comparison
TCON.TO's dividend yield for the trailing twelve months is around 2.80%, more than FCNSX's 2.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCON.TO TD Conservative ETF Portfolio | 2.80% | 2.88% | 3.48% | 3.27% | 2.69% | 1.87% | 1.03% | 0.00% | 0.00% | 0.00% |
FCNSX Fidelity Series Canada Fund | 2.04% | 2.06% | 3.05% | 3.42% | 3.12% | 2.20% | 2.14% | 2.24% | 2.51% | 1.07% |
Drawdowns
TCON.TO vs. FCNSX - Drawdown Comparison
The maximum TCON.TO drawdown since its inception was -16.43%, smaller than the maximum FCNSX drawdown of -35.81%. Use the drawdown chart below to compare losses from any high point for TCON.TO and FCNSX.
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Drawdown Indicators
| TCON.TO | FCNSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.43% | -41.47% | +25.04% |
Max Drawdown (1Y)Largest decline over 1 year | -5.23% | -10.35% | +5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -16.43% | -21.35% | +4.92% |
Current DrawdownCurrent decline from peak | -2.99% | -7.48% | +4.49% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -5.23% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 2.20% | -0.81% |
Volatility
TCON.TO vs. FCNSX - Volatility Comparison
The current volatility for TD Conservative ETF Portfolio (TCON.TO) is 3.57%, while Fidelity Series Canada Fund (FCNSX) has a volatility of 4.37%. This indicates that TCON.TO experiences smaller price fluctuations and is considered to be less risky than FCNSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TCON.TO | FCNSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 4.37% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 5.05% | 9.25% | -4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.34% | 13.83% | -6.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.74% | 12.39% | -4.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.57% | 15.08% | -7.51% |