Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAE (CAE Inc.) | -15.91% | -6.13% | 7.07% | -4.13% | 7.60% | 5.90% | 7.13% | … | … |
Data as of 06/09/2026, Common starting date is 01/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAE (CAE Inc.) | 01/10/1996 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | -6.13 | 7.07 | -4.13 | 7.60 | 5.90 | 7.13 | … | … | -15.91 | 23.76 | 17.28 | 11.63 | -23.38 | -9.01 | 5.29 | 44.20 | -1.13 | 32.86 | 25.97 | -14.76 | 2.12 | 25.52 | 4.64 | -15.87 | 40.10 | 23.95 | -50.34 | 45.64 | 25.41 | 72.24 | -6.39 | 34.32 | -53.83 | -7.11 | 131.76 | 28.79 | -29.03 | 0.00 | -4.12 |
| Sharpe Ratio | NA | -0.17 | 0.08 | -0.18 | 0.17 | NA | NA | … | … | -0.91 | 0.64 | 0.36 | 0.27 | -0.50 | -0.25 | 0.07 | 0.90 | -1.02 | 0.83 | -0.37 | -1.37 | -0.90 | 0.34 | -0.62 | -1.12 | 0.78 | 0.13 | -1.20 | 0.84 | 0.13 | 1.43 | -0.78 | 0.28 | -1.27 | -0.55 | 2.12 | 0.92 | -0.95 | -0.13 | -0.34 |
| Standard Deviation(%) | NA | 32.20 | 32.04 | 36.50 | 37.64 | NA | NA | … | … | 39.76 | 33.18 | 30.02 | 27.78 | 50.06 | 36.58 | 73.65 | 23.18 | 22.20 | 16.53 | 21.84 | 24.30 | 18.27 | 20.27 | 22.48 | 30.72 | 27.49 | 42.43 | 58.14 | 28.15 | 24.69 | 35.82 | 33.22 | 53.13 | 57.90 | 51.92 | 51.28 | 27.69 | 34.08 | 26.86 | 22.87 |
| Draw Down(%) | NA | 31.98 | 34.58 | 54.98 | 67.99 | NA | NA | … | … | 31.98 | 21.36 | 24.55 | 21.85 | 44.74 | 31.86 | 67.99 | 13.29 | 18.48 | 10.14 | 13.90 | 22.04 | 13.81 | 11.37 | 16.94 | 35.32 | 15.47 | 32.59 | 67.96 | 21.18 | 16.46 | 11.04 | 28.43 | 52.18 | 76.41 | 53.04 | 15.00 | 14.29 | 44.07 | 17.27 | 17.27 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.90 | 1.14 | 1.65 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 1.84 | 1.68 | 1.88 | 2.17 | 1.74 | 1.86 | 1.57 | 1.82 | 1.41 | 1.63 | 1.52 | 0.68 | 0.41 | 0.51 | 0.88 | 2.26 | 3.15 | 1.35 | 2.06 | 11.76 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAE (CAE Inc.) |
-23.31%
Mar 2000 – Mar 2003 |
-10.20%
Mar 1998 – Mar 2003 |
2.17%
May 2002 – May 2012 |
2.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAE (CAE Inc.) |
58.64%
Mar 2003 – Mar 2006 |
42.03%
Mar 2003 – Mar 2008 |
18.34%
Mar 2003 – Mar 2013 |
17.45%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart