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BANK.TO · Evolve Canadian Banks And Life Companies Enhanced Yield Index Fund

Over the last 5 years (2022-03 to 2026-09), CA$10,000 invested in BANK.TO with dividends reinvested grew to CA$22,835, 19.74% a year, with a worst peak-to-trough fall of -20.22%. Past performance doesn't predict future results.

All figures on this page are in Canadian dollars (CAD), the currency BANK.TO trades in.

Growth of CA$10,000 · 2022-03 to 2026-09 · dividends reinvested

CAGR (annualized return)
19.74%
Volatility (annualized)
17.90%
Worst drawdown
-20.22%
Sharpe ratio
1.01

About BANK.TO

The Evolve Canadian Banks and Life Companies Enhanced Yield Index Fund is an exchange-traded fund (ETF) focused on providing exposure to a specific segment of the Canadian financial sector. This fund primarily aims to generate enhanced yield by investing in a diversified portfolio comprising major Canadian banks and life insurance companies. Its purpose is to deliver both steady income and growth potential by utilizing a covered call strategy, which involves writing call options to increase the income from dividends. Notable features of this ETF include its concentration on key financial institutions, which are pivotal in the Canadian economy, offering stability and resilience. It impacts industries such as banking, insurance, and financial services, reflecting the key drivers of economic activities within Canada. In the broader market context, this fund holds significant relevance due to its focus on high-quality, blue-chip financial stocks, attracting investors seeking both income and exposure to the robust Canadian financial system. Overall, it plays an integral role in enabling investors to access lucrative financial sector growth while managing risk through its strategic yield-enhancement mechanisms.

Put BANK.TO to the test

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

BANK.TO (Evolve Canadian Banks And Life Companies Enhanced Yield Index Fund): returns, risk & backtest · Informed Portfolio