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

WXM.TO

Expense ratio 0.65% Yield 1.63% Assets CA$1.10B Since February 13, 2012 Family CI Investments Inc

Last Updated: October 21, 2026

CA$50.05

+CA$0.20 (+0.40%)

October 21, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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WXM.TO Annualized Returns

With dividends reinvested · as of October 21, 2026

Period	Total return	Annualized	CA$100 becomes	CA$300 becomes
1 year	+27.61%	+27.61%	CA$127.61	CA$382.84
3 years	+126.21%	+31.27%	CA$226.21	CA$678.64
5 years	+114.05%	+16.44%	CA$214.05	CA$642.15
10 years	+281.85%	+14.34%	CA$381.85	CA$1,145.55

Returns are total returns computed from daily closes, with dividends reinvested. As of October 21, 2026.

WXM.TO Return by Calendar Year

2016 and 2026 are partial years

−4.88%+38.16%+14.79%

2016*2017201820192020202120222023202420252026*

View as table ↓View as chart ↑

Year	Return
2026 (partial year)	+14.79%
2025	+38.16%
2024	+33.93%
2023	+3.36%
2022	−0.43%
2021	+20.98%
2020	+4.61%
2019	+31.48%
2018	−4.88%
2017	+10.06%
2016 (partial year)	+0.51%

WXM.TO Monthly Returns

−21%+17%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	+2.5	+11.1	−4.5	+5.1	+2.5	+0.6	−4.0	−0.4	+0.5	+1.3	—	—
2025	+3.5	−1.0	−0.7	+1.2	+7.5	+3.1	+1.1	+2.9	+3.7	+3.5	+6.4	+1.8
2024	+3.4	+2.5	+2.4	−1.9	+2.8	+1.2	+6.0	+2.0	+2.6	+4.4	+5.5	−1.0
2023	+3.7	−0.1	+0.9	−0.6	−1.4	+1.8	+1.8	−3.2	−5.0	−1.3	+6.8	+0.3
2022	+1.0	+0.5	+5.0	−2.5	+1.9	−10.7	+8.8	−0.2	−7.0	+4.7	+3.0	−3.4
2021	−1.9	+7.8	+0.7	+4.6	+4.0	+1.1	+0.2	+1.0	−0.7	+4.3	−5.1	+3.9
2020	+1.2	−6.5	−20.4	+16.0	+4.9	+5.4	+6.3	+1.8	−0.8	−4.2	+5.2	−0.0
2019	+9.9	+4.3	−0.6	+2.5	−0.2	+3.9	+3.7	−0.9	+0.2	−1.0	+6.7	−0.3
2018	+2.2	−1.0	+2.5	+2.2	+6.0	+4.2	−1.5	+1.2	−2.5	−7.8	+0.4	−9.7
2017	+0.9	+0.1	+2.7	+1.3	−2.4	−2.5	+0.5	+3.3	+1.9	+2.6	−0.1	+1.4

Monthly total returns with dividends reinvested; each cell prints its signed value.

WXM.TO Volatility & Risk

Volatility: 10 yrs · Beta: 3 yrs

Annualized volatility: 16.95%
Beta (3y): 0.84
Best year: +38.16%
Worst year: −4.88%

Volatility is the annualized standard deviation of daily returns. As of October 21, 2026.

Top Holdings

#	Symbol	Name	Weight
1	CLS.TO	Celestica Inc Ordinary Shares (Subordinate Voting)	3.99%
2	RUS.TO	Russel Metals Inc	3.98%
3	BDT.TO	Bird Construction Inc	3.91%
4	ERO.TO	Ero Copper Corp	3.63%
5	SHOP	Shopify Inc Registered Shs -A- Subord Vtg	3.52%
6	EIF.TO	Exchange Income Corp	3.46%
7	DPM.TO	DPM Metals Inc	3.45%
8	ALS.TO	Altius Minerals Corp	3.38%
9	KXS.TO	Kinaxis Inc	3.37%
10	FCR-UN.TO	First Capital REIT	3.36%

Analysis

Data-derived

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$1.10B in total net assets. Annual costs run at an expense ratio of 0.65%. On a CA$10,000 position that is CA$65.00 a year.

Its biggest positions are Celestica Inc Ordinary Shares (Subordinate Voting) (CLS.TO), Russel Metals Inc (RUS.TO), and Bird Construction Inc (BDT.TO). Celestica Inc Ordinary Shares (Subordinate Voting) alone accounts for 3.99% of the portfolio. The ten largest positions together make up 36.05% of the fund.

Performance Analysis

The most recent close on file for WXM.TO is CA$50.05, dated October 21, 2026. The trailing one-year total return is +27.61%. Across 10 years the annualized return works out at +14.34%. The fund distributes at a trailing yield of 1.63%.

2026 is still running; the total return is +14.79% year to date. The strongest complete calendar year on file is 2025 at +38.16%; the weakest is 2018 at −4.88%. Of the 9 complete calendar years on file, 7 finished higher.

Price & Risk Profile

Daily returns over the trailing 10 years annualize to a volatility of 16.95%. Beta against the wider market is reported at 0.84. Over the past 52 weeks the price has ranged from CA$39.50 to CA$52.55. The latest close sits 26.71% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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