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
CADNF (Cascades Inc) -14.04% 19.50% -2.00% -3.48% 2.70% NA NA
Data as of 06/09/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
Name Start Date End Date
CADNF (Cascades Inc) 01/18/2012 06/09/2026
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
Annualized Return (%) -4.68 19.50 -2.00 -3.48 2.70 NA NA -14.04 18.94 -15.90 64.98 -40.47 -0.81 30.47 25.29 -32.94 24.07 -2.01 57.33 -3.04 57.21 -4.74
Sharpe Ratio NA 0.87 -0.05 -0.15 0.04 NA NA -0.94 0.55 -0.52 2.08 -0.84 -0.02 0.58 0.67 -0.71 0.63 -0.06 1.68 -0.10 2.09 -0.17
Standard Deviation(%) NA 28.62 32.22 35.89 39.28 NA NA 29.71 29.22 37.67 29.79 49.87 34.60 51.49 35.71 48.49 37.39 39.11 34.02 30.57 27.42 30.06
Draw Down(%) NA 25.35 43.27 53.47 58.29 NA NA 25.35 33.87 39.72 19.36 47.02 31.37 19.36 26.89 44.77 30.16 33.24 20.45 24.68 15.57 19.92
Yield(%) 0.00 5.28 3.92 3.23 3.39 4.87 3.65 1.96 4.35 2.70 7.68 3.34 2.80 2.69 2.61 1.07 1.34 1.29 1.94 2.48 3.82 3.51
Data as of 06/09/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CADNF (Cascades Inc) -14.48%
Jun 2021 – Jun 2024
-10.86%
Sep 2017 – Sep 2022
2.65%
Dec 2015 – Dec 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CADNF (Cascades Inc) 33.85%
Dec 2012 – Dec 2015
27.87%
Jun 2012 – Jun 2017
11.95%
Mar 2012 – Mar 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return