Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCEFF (BCE Inc) | NA | 12.63% | 4.87% | 14.72% | NA | NA | NA | … | … |
Data as of 08/25/2025, Common starting date is 03/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCEFF (BCE Inc) | 03/16/2016 | 08/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 12.63 | 4.87 | 14.72 | NA | NA | NA | … | … | 14.92 | 5.03 | -7.63 | 2.14 | 41.04 | 1.70 | -19.48 | 53.50 | 6.63 | 11.79 |
| Sharpe Ratio | NA | 0.03 | 0.08 | 0.76 | NA | NA | NA | … | … | 0.64 | 0.06 | -0.91 | 0.08 | 2.64 | 0.04 | -0.70 | 1.44 | 3.15 | 2.27 |
| Standard Deviation(%) | NA | 34.14 | 18.14 | 16.63 | NA | NA | NA | … | … | 33.01 | 22.15 | 12.47 | 8.78 | 15.51 | 40.23 | 30.14 | 36.42 | 1.91 | 6.51 |
| Draw Down(%) | NA | 16.58 | 18.14 | 18.14 | NA | NA | NA | … | … | 5.63 | 18.14 | 13.46 | 7.97 | 0.02 | 38.26 | 27.80 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.09 | 6.21 | 8.27 | 7.23 | 4.82 | 3.62 | … | … | 0.64 | 7.60 | 8.31 | 5.73 | 4.18 | 5.75 | 6.53 | 8.28 | 6.44 | 5.84 |
Data as of 08/25/2025, Common starting date is 03/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCEFF (BCE Inc) |
-3.48%
Apr 2017 – Apr 2020 |
1.68%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCEFF (BCE Inc) |
29.53%
Jun 2020 – Jun 2023 |
15.01%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart