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WXM.TO vs. ATSX.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WXM.TO vs. ATSX.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in CI Morningstar Canada Momentum Index ETF (WXM.TO) and Accelerate Enhanced Canadian Benchmark Alternative Fund (ATSX.TO). The values are adjusted to include any dividend payments, if applicable.

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WXM.TO vs. ATSX.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
WXM.TO
CI Morningstar Canada Momentum Index ETF
8.73%38.16%33.93%3.35%-0.42%20.98%4.61%13.90%
ATSX.TO
Accelerate Enhanced Canadian Benchmark Alternative Fund
8.16%41.34%21.66%6.63%2.11%20.33%2.68%6.26%

Returns By Period

In the year-to-date period, WXM.TO achieves a 8.73% return, which is significantly higher than ATSX.TO's 8.16% return.


WXM.TO

1D
3.05%
1M
-4.45%
YTD
8.73%
6M
21.99%
1Y
47.64%
3Y*
25.75%
5Y*
18.27%
10Y*
14.63%

ATSX.TO

1D
3.41%
1M
-3.96%
YTD
8.16%
6M
20.08%
1Y
54.83%
3Y*
26.18%
5Y*
18.17%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WXM.TO vs. ATSX.TO - Expense Ratio Comparison


Return for Risk

WXM.TO vs. ATSX.TO — Risk / Return Rank

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

WXM.TO
WXM.TO Risk / Return Rank: 9797
Overall Rank
WXM.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
WXM.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
WXM.TO Omega Ratio Rank: 9797
Omega Ratio Rank
WXM.TO Calmar Ratio Rank: 9696
Calmar Ratio Rank
WXM.TO Martin Ratio Rank: 9797
Martin Ratio Rank

ATSX.TO
ATSX.TO Risk / Return Rank: 9797
Overall Rank
ATSX.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ATSX.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
ATSX.TO Omega Ratio Rank: 9696
Omega Ratio Rank
ATSX.TO Calmar Ratio Rank: 9797
Calmar Ratio Rank
ATSX.TO Martin Ratio Rank: 9898
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.

WXM.TO vs. ATSX.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CI Morningstar Canada Momentum Index ETF (WXM.TO) and Accelerate Enhanced Canadian Benchmark Alternative Fund (ATSX.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.


WXM.TOATSX.TODifference

Sharpe ratio

Return per unit of total volatility

2.84

2.78

+0.06

Sortino ratio

Return per unit of downside risk

3.56

3.51

+0.04

Omega ratio

Gain probability vs. loss probability

1.54

1.53

+0.01

Calmar ratio

Return relative to maximum drawdown

4.38

5.12

-0.74

Martin ratio

Return relative to average drawdown

19.78

22.02

-2.24

WXM.TO vs. ATSX.TO - Sharpe Ratio Comparison

The current WXM.TO Sharpe Ratio is 2.84, which is comparable to the ATSX.TO Sharpe Ratio of 2.78. The chart below compares the historical Sharpe Ratios of WXM.TO and ATSX.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


WXM.TOATSX.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.84

2.78

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.17

1.13

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

0.88

0.75

+0.13

Correlation

The correlation between WXM.TO and ATSX.TO is 0.17, 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

WXM.TO vs. ATSX.TO - Dividend Comparison

WXM.TO's dividend yield for the trailing twelve months is around 1.26%, while ATSX.TO has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
WXM.TO
CI Morningstar Canada Momentum Index ETF
1.26%1.25%1.27%1.38%2.25%1.04%0.78%0.94%1.44%1.38%1.58%1.51%
ATSX.TO
Accelerate Enhanced Canadian Benchmark Alternative Fund
0.00%0.00%1.56%7.45%7.37%4.33%1.92%0.97%0.00%0.00%0.00%0.00%

Drawdowns

WXM.TO vs. ATSX.TO - Drawdown Comparison

The maximum WXM.TO drawdown since its inception was -40.45%, which is greater than ATSX.TO's maximum drawdown of -25.95%. Use the drawdown chart below to compare losses from any high point for WXM.TO and ATSX.TO.


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Drawdown Indicators


WXM.TOATSX.TODifference

Max Drawdown

Largest peak-to-trough decline

-40.45%

-25.95%

-14.50%

Max Drawdown (1Y)

Largest decline over 1 year

-11.18%

-10.66%

-0.52%

Max Drawdown (5Y)

Largest decline over 5 years

-15.87%

-14.45%

-1.42%

Max Drawdown (10Y)

Largest decline over 10 years

-40.45%

Current Drawdown

Current decline from peak

-5.21%

-3.96%

-1.25%

Average Drawdown

Average peak-to-trough decline

-4.52%

-5.34%

+0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.48%

2.48%

0.00%

Volatility

WXM.TO vs. ATSX.TO - Volatility Comparison

The current volatility for CI Morningstar Canada Momentum Index ETF (WXM.TO) is 6.24%, while Accelerate Enhanced Canadian Benchmark Alternative Fund (ATSX.TO) has a volatility of 7.53%. This indicates that WXM.TO experiences smaller price fluctuations and is considered to be less risky than ATSX.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WXM.TOATSX.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.24%

7.53%

-1.29%

Volatility (6M)

Calculated over the trailing 6-month period

12.62%

15.55%

-2.93%

Volatility (1Y)

Calculated over the trailing 1-year period

16.85%

19.81%

-2.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.74%

16.24%

-0.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.68%

20.54%

-3.86%