Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNAUF (Canadian Utilities Limited 2ND PFD SER Y) | NA | 8.21% | -0.11% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNAUF (Canadian Utilities Limited 2ND PFD SER Y) | 02/01/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.21 | -0.11 | NA | NA | NA | NA | … | … | 6.37 | 14.80 | -19.44 | 9.53 | 42.67 |
| Sharpe Ratio | NA | 0.28 | -0.18 | NA | NA | NA | NA | … | … | 0.27 | 1.41 | -0.82 | 1.56 | 1.45 |
| Standard Deviation(%) | NA | 18.52 | 20.01 | NA | NA | NA | NA | … | … | 21.50 | 7.92 | 28.31 | 5.21 | 32.50 |
| Draw Down(%) | NA | 12.89 | 24.42 | NA | NA | NA | NA | … | … | 12.42 | 0.54 | 24.42 | 0.00 | 4.33 |
| Yield(%) | 0.00 | 6.32 | 5.15 | 6.29 | 3.14 | 2.10 | 1.57 | … | … | 4.73 | 6.79 | 5.14 | 4.52 | 4.90 |
Data as of 09/26/2025, Common starting date is 02/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNAUF (Canadian Utilities Limited 2ND PFD SER Y) |
-3.91%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNAUF (Canadian Utilities Limited 2ND PFD SER Y) |
2.37%
May 2021 – May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart