Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALTGF (AltaGas Ltd) | NA | 9.88% | 20.45% | NA | NA | NA | NA | … | … |
Data as of 09/30/2022, Common starting date is 01/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALTGF (AltaGas Ltd) | 01/25/2019 | 09/30/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.88 | 20.45 | NA | NA | NA | NA | … | … | 9.31 | 41.09 | 0.55 | 21.16 |
| Sharpe Ratio | NA | 1.26 | 1.10 | NA | NA | NA | NA | … | … | 1.47 | 3.68 | 0.01 | 1.61 |
| Standard Deviation(%) | NA | 7.27 | 18.25 | NA | NA | NA | NA | … | … | 8.02 | 11.15 | 27.37 | 13.33 |
| Draw Down(%) | NA | 2.56 | 31.14 | NA | NA | NA | NA | … | … | 2.56 | 1.91 | 31.14 | 7.87 |
| Yield(%) | 0.00 | 5.29 | 7.29 | 5.58 | 2.79 | 1.86 | 1.39 | … | … | 4.00 | 7.11 | 6.58 | 7.44 |
Data as of 09/30/2022, Common starting date is 01/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTGF (AltaGas Ltd) |
15.33%
Apr 2019 – Apr 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTGF (AltaGas Ltd) |
20.34%
Aug 2019 – Aug 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart