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
ANCUF (Alimentation Couche-Tard Inc) NA 15.80% 17.78% 11.98% 23.61% NA NA … …
Data as of 12/09/2021, Common starting date is 01/06/2010
More Performance Analytics Comparison
Name Start Date End Date
ANCUF (Alimentation Couche-Tard Inc) 01/06/2010 12/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 7.82 15.80 17.78 11.98 23.61 NA NA … … 18.31 8.54 -36.57 -4.97 15.38 2.93 5.11 65.99 55.20 56.72 14.37 39.75
Sharpe Ratio NA 0.62 0.53 0.39 0.84 NA NA … … 0.77 0.19 -0.53 -0.25 0.66 0.10 0.19 2.69 2.23 1.92 0.60 1.55
Standard Deviation(%) NA 25.77 31.39 28.56 27.61 NA NA … … 25.45 43.28 71.05 25.04 22.49 27.34 26.26 24.55 24.74 29.81 23.89 25.88
Draw Down(%) NA 21.39 38.56 38.56 38.56 NA NA … … 16.98 38.56 54.90 24.95 9.67 14.50 13.09 10.16 13.26 15.37 15.77 11.17
Yield(%) 0.00 0.92 0.57 0.59 2.52 2.95 2.21 … … 0.94 0.68 0.63 0.44 0.61 0.56 0.41 0.61 1.57 2.78 2.65 2.62
Data as of 12/09/2021, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANCUF (Alimentation Couche-Tard Inc) 0.41%
Jun 2015 – Jun 2018 		3.36%
Mar 2015 – Mar 2020 		21.24%
Jan 2011 – Jan 2021 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANCUF (Alimentation Couche-Tard Inc) 59.23%
Dec 2011 – Dec 2014 		47.72%
Jun 2010 – Jun 2015 		26.21%
Jun 2010 – Jun 2020 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return