Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AETUF (ARC Resources Ltd.) 21.98% 7.35% 24.99% 26.54% 7.86% 3.05% 2.48%
Data as of 06/11/2026, Common starting date is 11/15/2005
More Performance Analytics Comparison
Name Start Date End Date
AETUF (ARC Resources Ltd.) 11/15/2005 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -0.70 7.35 24.99 26.54 7.86 3.05 2.48 21.98 6.90 25.23 14.62 53.86 99.15 -20.18 17.00 -46.78 -28.73 47.54 -41.37 -18.46 13.41 0.08 -3.88 34.02 15.74 -19.90 7.42 -15.58 19.39
Sharpe Ratio NA 0.21 0.69 0.65 0.14 NA NA 1.22 0.13 0.70 0.32 1.01 2.22 -0.29 0.37 -1.24 -0.89 1.12 -0.91 -0.66 0.66 0.00 -0.10 1.14 0.29 -0.31 0.17 -0.49 11.44
Standard Deviation(%) NA 35.38 33.16 39.48 43.47 NA NA 45.58 32.00 30.79 34.95 52.34 44.68 70.89 41.83 38.99 33.11 42.21 45.51 27.98 20.22 31.63 39.29 29.72 53.95 67.63 25.15 39.24 27.93
Draw Down(%) NA 25.43 25.43 37.53 87.26 NA NA 14.19 24.75 15.53 21.23 37.46 30.57 69.44 45.26 52.63 35.13 14.63 44.72 33.25 14.54 28.22 33.83 19.59 48.66 64.83 19.10 39.32 4.67
Yield(%) 0.00 2.66 4.18 5.96 2.78 1.83 1.42 0.80 3.01 3.47 4.16 5.30 6.84 3.66 8.87 4.12 3.26 4.16 4.26 3.98 0.39 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 11/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AETUF (ARC Resources Ltd.) -37.38%
Mar 2017 – Mar 2020
-28.38%
Aug 2014 – Aug 2019
-14.87%
Mar 2010 – Mar 2020
-8.00%
Jan 2006 – Jan 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AETUF (ARC Resources Ltd.) 64.86%
Jun 2020 – Jun 2023
53.26%
Mar 2020 – Mar 2025
9.41%
Dec 2015 – Dec 2025
6.70%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return