Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DLMAF (Dollarama Inc) -8.61% -4.12% 29.54% 24.94% 19.81% 24.45% NA
Data as of 06/12/2026, Common starting date is 11/19/2010
More Performance Analytics Comparison
Name Start Date End Date
DLMAF (Dollarama Inc) 11/19/2010 06/12/2026
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
Annualized Return (%) 5.04 -4.12 29.54 24.94 19.81 24.45 NA -8.61 55.50 34.77 22.84 17.44 22.06 21.02 44.71 -42.95 63.35 33.50 12.98 24.59 45.21 45.98 37.27 6.97
Sharpe Ratio NA -0.20 1.14 0.95 0.68 NA NA -0.60 2.12 1.44 0.96 0.53 1.01 0.48 1.60 -1.50 2.87 1.41 0.44 1.57 2.20 1.98 1.95 6.95
Standard Deviation(%) NA 25.05 23.82 24.65 27.15 NA NA 28.68 24.94 21.67 20.11 30.10 21.83 43.03 27.02 29.70 21.92 23.56 29.67 15.67 20.53 23.40 19.14 11.99
Draw Down(%) NA 25.47 25.47 25.47 49.74 NA NA 19.90 12.84 10.38 12.71 16.21 11.10 31.66 14.73 49.74 5.22 16.07 20.87 10.50 9.55 11.06 6.06 0.00
Yield(%) 0.00 0.22 0.43 0.51 0.77 2.63 2.39 0.11 0.30 0.36 0.34 0.30 0.38 0.36 0.50 0.29 0.47 0.57 0.47 0.66 0.83 0.96 0.21 0.00
Data as of 06/12/2026, Common starting date is 11/19/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLMAF (Dollarama Inc) -4.79%
Jan 2018 – Jan 2021
5.82%
Jan 2018 – Jan 2023
17.51%
Oct 2013 – Oct 2023
24.03%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLMAF (Dollarama Inc) 43.17%
Jan 2015 – Jan 2018
36.32%
Apr 2011 – Apr 2016
25.18%
Apr 2011 – Apr 2021
26.23%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return