Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIXXF (CI Financial Corp.) | NA | 97.87% | 28.24% | 13.70% | 3.08% | 4.59% | NA | … | … |
Data as of 08/14/2025, Common starting date is 01/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIXXF (CI Financial Corp.) | 01/21/2009 | 08/14/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 97.87 | 28.24 | 13.70 | 3.08 | 4.59 | NA | … | … | 8.31 | 99.54 | 18.68 | -49.82 | 73.76 | -23.72 | 34.05 | -44.19 | 14.29 | 1.41 | -19.23 | -14.35 | 33.48 | 23.38 | -3.28 | 10.84 | 73.01 |
| Sharpe Ratio | NA | 2.85 | 0.68 | 0.32 | 0.04 | NA | NA | … | … | 0.92 | 2.47 | 0.36 | -1.22 | 2.32 | -0.28 | 0.91 | -1.26 | 0.61 | 0.04 | -0.80 | -0.42 | 1.56 | 1.15 | -0.14 | 0.35 | 0.73 |
| Standard Deviation(%) | NA | 33.22 | 37.29 | 36.75 | 40.07 | NA | NA | … | … | 11.77 | 38.91 | 41.89 | 42.02 | 31.81 | 83.60 | 36.34 | 36.29 | 22.40 | 31.88 | 24.20 | 33.24 | 22.05 | 20.45 | 22.97 | 30.80 | 108.30 |
| Draw Down(%) | NA | 13.16 | 29.87 | 61.53 | 66.94 | NA | NA | … | … | 4.72 | 20.21 | 29.87 | 56.94 | 16.23 | 60.46 | 17.15 | 47.29 | 13.48 | 20.70 | 28.23 | 19.84 | 7.45 | 16.87 | 21.49 | 21.85 | 18.49 |
| Yield(%) | 0.00 | 3.63 | 4.07 | 3.41 | 2.28 | 2.89 | 3.52 | … | … | 0.67 | 5.22 | 5.23 | 2.57 | 4.83 | 1.55 | 2.14 | 3.08 | 3.78 | 3.59 | 2.16 | 1.12 | 0.98 | 3.06 | 3.38 | 2.09 | 1.74 |
Data as of 08/14/2025, Common starting date is 01/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIXXF (CI Financial Corp.) |
-18.26%
Mar 2017 – Mar 2020 |
-16.06%
Mar 2015 – Mar 2020 |
-9.04%
Oct 2013 – Oct 2023 |
0.32%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIXXF (CI Financial Corp.) |
37.67%
Apr 2009 – Apr 2012 |
29.93%
Apr 2009 – Apr 2014 |
6.77%
Apr 2009 – Apr 2019 |
5.41%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart