Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NTIOF (National Bank of Canada) | 16.98% | 54.26% | 31.82% | 18.21% | 20.21% | 14.47% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTIOF (National Bank of Canada) | 04/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 54.26 | 31.82 | 18.21 | 20.21 | 14.47 | NA | … | … | 16.98 | 42.88 | 25.23 | 17.83 | -7.75 | 39.81 | 8.52 | 40.23 | -14.06 | 27.67 | 46.11 | -28.04 | 6.18 | 15.54 | 18.94 | 12.59 | 16.69 |
| Sharpe Ratio | NA | 2.91 | 1.44 | 0.70 | 0.76 | NA | NA | … | … | 1.93 | 1.98 | 1.34 | 0.65 | -0.32 | 1.79 | 0.16 | 2.55 | -0.96 | 1.69 | 1.76 | -1.07 | 0.37 | 1.13 | 1.23 | 0.46 | 0.96 |
| Standard Deviation(%) | NA | 17.75 | 19.81 | 22.40 | 24.81 | NA | NA | … | … | 21.62 | 20.28 | 16.14 | 22.02 | 28.35 | 22.22 | 50.68 | 15.21 | 16.08 | 16.06 | 26.04 | 26.15 | 16.62 | 13.66 | 15.52 | 27.10 | 26.20 |
| Draw Down(%) | NA | 9.64 | 23.20 | 28.91 | 52.81 | NA | NA | … | … | 9.64 | 17.74 | 10.81 | 22.13 | 24.81 | 17.36 | 52.81 | 10.16 | 20.39 | 14.72 | 14.87 | 29.08 | 19.84 | 9.90 | 14.69 | 26.19 | 16.17 |
| Yield(%) | 0.00 | 3.58 | 4.91 | 4.14 | 7.48 | 6.35 | 6.63 | … | … | 0.71 | 3.77 | 5.27 | 4.52 | 3.66 | 4.26 | 5.43 | 4.92 | 3.80 | 4.42 | 5.86 | 3.80 | 4.18 | 7.65 | 8.76 | 8.21 | 6.12 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NTIOF (National Bank of Canada) |
-5.72%
Feb 2013 – Feb 2016 |
-0.53%
Feb 2011 – Feb 2016 |
8.26%
Oct 2013 – Oct 2023 |
13.53%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTIOF (National Bank of Canada) |
31.85%
Apr 2023 – Apr 2026 |
24.16%
May 2016 – May 2021 |
22.99%
Feb 2016 – Feb 2026 |
15.38%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart