Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNI (Canadian National Railway Company) | 22.55% | 17.00% | 3.31% | 3.93% | 9.33% | 15.30% | 14.78% | … | … |
Data as of 06/05/2026, Common starting date is 11/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNI (Canadian National Railway Company) | 11/26/1996 | 06/05/2026 |
| 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 (%) | 1.54 | 17.00 | 3.31 | 3.93 | 9.33 | 15.30 | 14.78 | … | … | 22.55 | -0.09 | -17.51 | 7.84 | -0.97 | 14.16 | 23.83 | 24.46 | -8.61 | 24.42 | 22.83 | -17.57 | 22.58 | 154.67 | 17.94 | 20.30 | 24.41 | 50.98 | -20.21 | 10.79 | 117.95 | 32.50 | -1.61 | 55.28 | -12.32 | 65.72 | 14.90 | 2.17 | 9.79 | 24.34 | -1.30 |
| Sharpe Ratio | NA | 0.65 | 0.00 | 0.05 | 0.34 | NA | NA | … | … | 2.24 | -0.13 | -1.17 | 0.22 | -0.09 | 0.58 | 0.66 | 1.42 | -0.47 | 1.66 | 1.03 | -0.79 | 1.23 | 2.10 | 0.98 | 0.78 | 0.97 | 1.23 | -0.45 | 0.29 | 1.56 | 1.50 | -0.06 | 2.85 | -0.43 | 2.10 | 0.29 | -0.04 | 0.25 | 0.87 | -0.40 |
| Standard Deviation(%) | NA | 22.04 | 20.87 | 22.39 | 22.75 | NA | NA | … | … | 25.96 | 22.52 | 18.05 | 19.49 | 26.10 | 24.48 | 35.81 | 16.14 | 21.50 | 14.42 | 21.96 | 22.40 | 18.41 | 73.47 | 18.46 | 25.96 | 25.06 | 41.40 | 47.01 | 26.58 | 73.98 | 20.10 | 44.95 | 19.11 | 31.00 | 30.77 | 36.30 | 29.74 | 25.24 | 23.55 | 42.94 |
| Draw Down(%) | NA | 14.15 | 29.13 | 29.13 | 29.15 | NA | NA | … | … | 12.37 | 14.84 | 23.04 | 15.10 | 20.83 | 14.08 | 29.15 | 11.77 | 22.07 | 8.55 | 14.78 | 24.43 | 16.50 | 8.66 | 9.86 | 20.72 | 13.74 | 26.65 | 43.60 | 20.03 | 17.29 | 11.11 | 42.83 | 9.44 | 30.56 | 24.26 | 15.17 | 29.62 | 37.66 | 19.69 | 15.50 |
| Yield(%) | 0.00 | 2.48 | 2.12 | 2.28 | 3.38 | 4.34 | 6.06 | … | … | 0.67 | 2.51 | 1.96 | 1.95 | 2.28 | 2.24 | 2.05 | 2.37 | 1.67 | 1.89 | 2.09 | 1.42 | 1.60 | 1.78 | 1.89 | 1.95 | 1.91 | 2.35 | 1.87 | 1.83 | 1.42 | 1.59 | 1.73 | 2.35 | 1.79 | 2.68 | 2.71 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNI (Canadian National Railway Company) |
-8.16%
Mar 2022 – Mar 2025 |
-0.27%
Sep 2020 – Sep 2025 |
5.88%
Mar 2015 – Mar 2025 |
14.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNI (Canadian National Railway Company) |
79.38%
May 2004 – May 2007 |
50.22%
Feb 2009 – Feb 2014 |
40.41%
Aug 2004 – Aug 2014 |
31.55%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart