CI Morningstar Canada Momentum Index ETF Common (WXM.TO) ETF Analysis

Fund Overview

CI Morningstar Canada Momentum Index ETF Common (WXM.TO) is an exchange-traded fund. The fund is issued by CI Investments Inc. It has been trading since February 13, 2012. The fund holds CA$1.31B in total net assets.

Its biggest positions are Great-West Lifeco Inc (GWO.TO), Bombardier Inc Registered Shs -B- Subord Vtg (BBD-B.TO), and DPM Metals Inc (DPM.TO). Great-West Lifeco Inc alone accounts for 3.95% of the portfolio. The ten largest positions together make up 36.87% of the fund.

Performance Analysis

The most recent close on file for WXM.TO is CA$49.95, dated September 4, 2026. The trailing one-year price return is +30.31%. Across 5 years the annualized return works out at +17.06%. The fund distributes at a trailing yield of 1.19%.

2026 is still running; the price is +14.23% year to date. The strongest complete calendar year on file is 2025 at +38.16%; the weakest is 2022 at −0.43%. Of the 7 complete calendar years on file, 6 finished higher.

Price & Risk Profile

Daily returns over the trailing 8 years annualize to a volatility of 18.25%. Beta against the wider market is reported at 0.95. Over the past 52 weeks the price has ranged from CA$38.40 to CA$52.55. The latest close sits 30.08% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.