Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAPIF (Saputo Inc) | -0.94% | 55.79% | 7.04% | 2.02% | 1.59% | 3.73% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAPIF (Saputo Inc) | 02/23/2010 | 06/08/2026 |
| 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 (%) | -2.95 | 55.79 | 7.04 | 2.02 | 1.59 | 3.73 | NA | … | … | -0.94 | 77.61 | -12.02 | -16.13 | 12.33 | -17.89 | -8.21 | 10.47 | -19.33 | 4.17 | 49.38 | -18.02 | 31.55 | -5.93 | 37.12 | -0.54 | 42.18 |
| Sharpe Ratio | NA | 2.45 | 0.21 | -0.01 | 0.03 | NA | NA | … | … | 0.13 | 2.85 | -0.60 | -0.74 | 0.40 | -0.64 | -0.20 | 0.44 | -0.95 | 0.18 | 1.93 | -0.75 | 1.78 | -0.36 | 1.85 | -0.02 | 2.03 |
| Standard Deviation(%) | NA | 24.34 | 26.78 | 27.33 | 26.92 | NA | NA | … | … | 27.38 | 26.32 | 26.27 | 27.01 | 27.45 | 28.10 | 41.21 | 20.36 | 21.88 | 19.49 | 25.53 | 24.20 | 17.76 | 16.50 | 20.25 | 28.83 | 24.84 |
| Draw Down(%) | NA | 14.84 | 36.44 | 43.99 | 50.23 | NA | NA | … | … | 14.84 | 8.93 | 25.74 | 30.25 | 22.34 | 37.83 | 32.85 | 18.84 | 20.93 | 14.74 | 10.91 | 26.71 | 12.37 | 13.26 | 14.66 | 26.42 | 11.03 |
| Yield(%) | 0.00 | 2.94 | 2.12 | 1.83 | 1.71 | 2.34 | 3.16 | … | … | 0.48 | 3.22 | 2.69 | 2.20 | 2.44 | 2.03 | 1.65 | 1.88 | 1.48 | 1.37 | 1.81 | 1.33 | 1.94 | 3.44 | 4.10 | 3.51 | 4.12 |
Data as of 06/08/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPIF (Saputo Inc) |
-14.75%
May 2021 – May 2024 |
-9.47%
Jan 2020 – Jan 2025 |
-3.46%
Jan 2015 – Jan 2025 |
3.65%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAPIF (Saputo Inc) |
27.08%
May 2010 – May 2013 |
19.21%
Apr 2010 – Apr 2015 |
8.59%
May 2010 – May 2020 |
5.59%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart