Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLPHF (CLP Holdings) | 17.97% | 25.49% | 16.19% | 6.98% | 5.97% | 9.06% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLPHF (CLP Holdings) | 01/03/2011 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 25.49 | 16.19 | 6.98 | 5.97 | 9.06 | NA | … | … | 17.97 | 14.15 | 7.02 | 12.50 | -15.76 | 11.06 | -8.27 | 4.43 | 12.25 | 8.93 | 20.92 | 0.64 | 15.23 | 11.82 | 14.45 | 38.59 |
| Sharpe Ratio | NA | 1.48 | 0.37 | 0.14 | 0.20 | NA | NA | … | … | 2.81 | 0.34 | 0.11 | 0.53 | -0.46 | 0.47 | -0.29 | 0.21 | 0.57 | 0.61 | 1.11 | 0.04 | 0.85 | 0.59 | 0.63 | 1.62 |
| Standard Deviation(%) | NA | 14.75 | 27.95 | 28.92 | 24.67 | NA | NA | … | … | 14.88 | 33.51 | 31.77 | 16.86 | 36.92 | 23.53 | 29.59 | 14.15 | 19.06 | 13.52 | 18.61 | 14.92 | 17.94 | 20.09 | 22.89 | 23.92 |
| Draw Down(%) | NA | 6.06 | 17.31 | 35.69 | 35.69 | NA | NA | … | … | 3.02 | 12.32 | 15.48 | 8.10 | 35.69 | 9.28 | 16.42 | 15.03 | 10.62 | 8.18 | 11.98 | 10.95 | 6.77 | 13.33 | 9.57 | 9.05 |
| Yield(%) | 0.80 | 4.87 | 4.78 | 5.78 | 5.31 | 7.88 | 6.86 | … | … | 2.82 | 5.05 | 3.06 | 5.41 | 15.55 | 2.57 | 3.75 | 8.48 | 3.05 | 3.12 | 4.23 | 3.97 | 4.42 | 18.70 | 13.05 | 30.24 |
Data as of 06/08/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPHF (CLP Holdings) |
-5.79%
Oct 2019 – Oct 2022 |
-2.77%
Sep 2018 – Sep 2023 |
3.92%
Apr 2013 – Apr 2023 |
9.13%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLPHF (CLP Holdings) |
21.12%
Feb 2011 – Feb 2014 |
16.30%
Feb 2011 – Feb 2016 |
12.05%
Feb 2011 – Feb 2021 |
9.85%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart