Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGIFF (IGM Financial Inc.) | 29.50% | 87.42% | 31.70% | 16.46% | 13.97% | 6.89% | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGIFF (IGM Financial Inc.) | 04/27/2010 | 06/09/2026 |
| 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 (%) | 0.68 | 87.42 | 31.70 | 16.46 | 13.97 | 6.89 | NA | … | … | 29.50 | 47.77 | 28.09 | 0.51 | -15.83 | 41.99 | 2.29 | 34.79 | -30.67 | 29.83 | 18.54 | -32.52 | -20.62 | 33.15 | -1.44 | 6.06 | 5.76 |
| Sharpe Ratio | NA | 2.99 | 0.99 | 0.42 | 0.41 | NA | NA | … | … | 1.88 | 1.73 | 1.06 | -0.13 | -0.49 | 1.33 | 0.04 | 1.75 | -1.55 | 1.40 | 0.67 | -1.23 | -1.01 | 1.93 | -0.09 | 0.28 | 0.33 |
| Standard Deviation(%) | NA | 24.78 | 25.84 | 28.79 | 28.90 | NA | NA | … | … | 30.31 | 26.09 | 23.14 | 25.01 | 35.17 | 31.53 | 48.56 | 18.99 | 20.80 | 20.92 | 27.53 | 26.50 | 20.40 | 17.17 | 17.71 | 21.26 | 25.55 |
| Draw Down(%) | NA | 10.79 | 28.74 | 38.00 | 52.87 | NA | NA | … | … | 10.79 | 13.05 | 12.29 | 28.74 | 33.24 | 15.09 | 51.35 | 10.25 | 36.09 | 10.30 | 15.98 | 34.58 | 26.39 | 13.78 | 22.01 | 22.44 | 17.39 |
| Yield(%) | 0.00 | 5.14 | 5.55 | 5.19 | 6.19 | 3.66 | 3.52 | … | … | 0.99 | 5.04 | 6.20 | 5.98 | 5.90 | 8.66 | 5.78 | 7.98 | 4.84 | 6.10 | 6.66 | 4.34 | 3.77 | 4.98 | 4.86 | 4.83 | 3.57 |
Data as of 06/09/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGIFF (IGM Financial Inc.) |
-14.05%
Dec 2013 – Dec 2016 |
-10.59%
Dec 2013 – Dec 2018 |
-1.22%
Oct 2013 – Oct 2023 |
4.91%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGIFF (IGM Financial Inc.) |
32.69%
May 2023 – May 2026 |
21.23%
Mar 2020 – Mar 2025 |
13.80%
May 2016 – May 2026 |
6.91%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart