Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDUUF (Canadian Utilities Limited) | NA | 3.36% | 12.08% | 5.83% | 5.20% | NA | NA | … | … |
Data as of 12/19/2023, Common starting date is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDUUF (Canadian Utilities Limited) | 06/06/2011 | 12/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.36 | 12.08 | 5.83 | 5.20 | NA | NA | … | … | 3.36 | 8.25 | 29.56 | -16.75 | 10.00 | 5.46 | 5.03 | 4.60 | 4.04 | 3.76 | 3.26 | 3.05 | 1.38 |
| Sharpe Ratio | NA | -0.21 | 0.13 | 0.07 | 0.10 | NA | NA | … | … | -0.18 | 0.05 | 1.95 | -0.54 | 0.60 | 1.57 | 1.81 | 1.97 | 2.04 | 2.04 | 2.02 | 2.02 | 1.89 |
| Standard Deviation(%) | NA | 4.41 | 76.83 | 61.38 | 43.38 | NA | NA | … | … | 4.48 | 131.93 | 15.14 | 31.55 | 14.41 | 2.65 | 2.44 | 2.24 | 1.97 | 1.83 | 1.60 | 1.50 | 1.27 |
| Draw Down(%) | NA | 2.99 | 60.02 | 60.02 | 60.02 | NA | NA | … | … | 2.99 | 60.02 | 5.66 | 25.98 | 8.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 6.20 | 7.34 | 6.01 | 5.25 | 4.01 | 3.01 | … | … | 6.20 | 6.18 | 7.50 | 5.83 | 5.76 | 5.35 | 4.94 | 4.53 | 3.98 | 3.70 | 3.22 | 3.02 | 1.37 |
Data as of 12/19/2023, Common starting date is 06/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDUUF (Canadian Utilities Limited) |
-18.97%
Mar 2019 – Mar 2022 |
-11.59%
Mar 2017 – Mar 2022 |
-4.19%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDUUF (Canadian Utilities Limited) |
16.45%
Mar 2020 – Mar 2023 |
7.46%
Apr 2017 – Apr 2022 |
5.64%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart