Purpose Total Return Etf Profile

PBD Etf

CAD 16.36 -0.01 -0.06%

The Purpose Total Return Bond Fund seeks to achieve a positive total return in diverse market environments over time by tactically allocating its assets among a broad range of fixed income securities, including government debt, investment grade corporate debt and high yield debt. PURPOSE TOTAL is traded on Toronto Stock Exchange in Canada. It falls under the Multi-Sector Fixed Income category.

Performance

Weak

Strong

Odds Of Distress

Low

High

Low

As of March 19, 2026, Purpose Total is priced at $16.36, reflecting a 0.0611% decrease today after opening at $16.37. Current risk models assign Purpose Total a 9% probability of financial distress, reflecting a relatively small probability within its capital structure. Risk-adjusted return data over the last 90 trading days classifies Purpose Total as weak in terms of performance. The performance scores are derived for the period from December 19, 2025 through March 19, 2026. Learn more.

One Year Return

2.2

Total Asset

72.1 M

Category

Multi-Sector Fixed Income

Ten Year Return

2.4

Three Year Return

4.1

Moving together with Purpose Etf

0.86	NUBF	NBI Unconstrained Fixed	Pair Corr
0.63	MUB	Mackenzie Unconstrained	Pair Corr
0.77	XSI	iShares Short Term	Pair Corr
0.78	BND	Purpose Global Bond	Pair Corr

Moving against Purpose Etf

0.58

SPXD

BetaPro SAMPP 500

Pair Corr

Follow Odds of Bankruptcy

Etf Highlights

Purpose Total Return [PBD] is traded in Canada. The fund is listed under the Multi-Sector Fixed Income category and is part of the Purpose Investments Inc. family. Purpose Total Return at this time has 72.14 M in assets. The total return for the last 3 years is 4.1%.

Purpose Total financial stability analysis

Investors reviewing Purpose Total Return can use these highlights to identify the signals most likely to confirm or challenge the current thesis. This section works best as a professional summary layer before deeper work is done on fundamentals, sentiment, and volatility.

Notable Updates

Business Concentration

Multi-Sector Fixed Income , Purpose Investments Inc. (View all Sectors)

Updated At

18th of March 2026

Common Risk Profiles

The Capital Asset Pricing Model (CAPM) is the industry-standard tool for estimating the acceptable rate of return on Purpose Total investments. Alpha and beta are CAPM's principal metrics for expressing the risk-reward relationship.

	Mean Deviation	0.1493
	Semi Deviation	0.2074
	Standard Deviation	0.2147
	Variance	0.0461

Technical Analysis

Transformation

This analysis covers sixty-one data points across the selected time horizon. Purpose Total Return Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Purpose Total price patterns.

Purpose Total Return Against Markets

PBD		0.06	14.0%	Purpose Total Profile Purpose Total Dashboard Technical analysis Backtest News Timeline
GSPTXDV		0.42	100.0%	SAMPPTSX Dividend Profile SAMPPTSX Dividend Dashboard Technical analysis Backtest

Competition

Compare Correlations

Etf Analysis Notes

The fund maintains about 71.25% of assets in bonds. Purpose Total Return's last dividend was C$0.0586 per share. Purpose Total Return reported $72.1 million in Total Assets.

Investor Insights and Alerts

	Purpose Total Return generated a negative expected return over the last 90 days
	Latest headline from news.google.com: Three Factors Shortening Commodity Cycles, Study - Benzinga
	The fund maintains about 71.25% of its assets in bonds

Top Purpose Total Return Etf Constituents

HYG	iShares iBoxx High	Etf
MNY	MoneyHero Limited Class	Stock

Outstanding Bonds

	MPLX LP 4125 Corp Bond US55336VAK61	View
	MPLX LP 52 Corp Bond US55336VAL45	View
	Morgan Stanley 3971 Corp Bond US61744YAL20	View
	MGM Resorts International Corp Bond US552953CD18	View

View All Purpose Total Corporate Bonds

Predictive Daily Indicators

For active positions in Purpose Total Return, intraday data shows when a move is gaining strength and when it is fading. The key question is whether the signal helps manage exposure in real time, not whether it predicts every tick.

	Rate Of Daily Change	1.0
	Day Median Price	16.36
	Day Typical Price	16.36
	Price Action Indicator	-0.01
	Period Momentum Indicator	-0.01
	Relative Strength Index	44.9

Forecast Models

Forecast models for Purpose Total Return use past prices and returns to estimate how the etf may behave under similar conditions. Forecast models complement fundamental research by showing where price behavior supports or contradicts the thesis.

Etf Overview, Methodology & Data Sources

Premium and discount behavior, along with bid-ask spreads, can influence realized performance. The five-year return stands at 2.0%.

Methodology

Unless otherwise specified, data for Purpose Total Return is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Purpose Total Return market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Indicative intraday values (IIV), where published, may provide additional context for premium or discount behavior relative to reported NAV. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Purpose Total Return may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

This content is curated and reviewed by:

Raphi Shpitalnik - Junior Member of Macroaxis Editorial Board

Last reviewed on March 8th, 2026

Be your own money manager

Portfolio optimization matters because investors need a repeatable way to decide whether adding Purpose Total Return improves expected return without taking on disproportionate risk. This is most useful when investors want to improve risk-adjusted return instead of simply owning more ideas at once.

Did you try this?

Run Portfolio File Import Now

Portfolio File Import

Quickly import all of your third-party portfolios from your local drive in csv format

All Next

Launch Module

More Resources for Purpose Etf Analysis

Other Information on Investing in Purpose Etf

Purpose Total financial ratios provide valuation context across profits, cash flow, and enterprise value. They help compare Purpose across valuation measures and peers.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC

	Naive Prediction
	Simple Exponential Smoothing
	Double Exponential Smoothing
	Triple Exponential Smoothing
	Simple Regression
	Polynomial Regression
	Simple Moving Average
	4 Period Moving Average
	8 Period Moving Average
	20 Period Moving Average