Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SISXF (Savaria Corporation) | NA | 9.22% | 12.77% | 9.88% | 15.55% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 09/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SISXF (Savaria Corporation) | 09/07/2012 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.22 | 12.77 | 9.88 | 15.55 | NA | NA | … | … | 3.30 | 22.31 | 14.98 | -27.81 | 33.41 | 8.95 | 18.14 | -31.27 | 77.57 | 125.38 | -0.30 | 169.64 | 4.98 | 0.00 |
| Sharpe Ratio | NA | 0.12 | 0.27 | 0.22 | 0.38 | NA | NA | … | … | 0.13 | 0.38 | 0.38 | -0.75 | 1.03 | 0.16 | 0.48 | -0.82 | 2.61 | 3.63 | -0.01 | 2.27 | 0.48 | 0.00 |
| Standard Deviation(%) | NA | 49.19 | 35.47 | 35.37 | 37.46 | NA | NA | … | … | 40.72 | 41.13 | 28.47 | 38.93 | 32.71 | 53.79 | 34.78 | 39.84 | 29.65 | 34.51 | 34.84 | 74.67 | 10.30 | NA |
| Draw Down(%) | NA | 36.24 | 36.24 | 46.74 | 64.88 | NA | NA | … | … | 22.64 | 19.58 | 32.71 | 41.50 | 19.00 | 50.68 | 28.70 | 46.10 | 20.51 | 12.59 | 22.27 | 9.38 | 7.53 | 0.00 |
| Yield(%) | 0.00 | 1.69 | 2.94 | 3.23 | 6.55 | 13.33 | 9.99 | … | … | 0.67 | 2.23 | 3.63 | 2.29 | 2.84 | 3.26 | 3.81 | 1.90 | 2.84 | 4.60 | 3.39 | 13.86 | 7.90 | 0.00 |
Data as of 05/29/2025, Common starting date is 09/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISXF (Savaria Corporation) |
-7.19%
Mar 2017 – Mar 2020 |
-4.37%
Sep 2018 – Sep 2023 |
13.59%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SISXF (Savaria Corporation) |
90.36%
Oct 2013 – Oct 2016 |
64.69%
Sep 2013 – Sep 2018 |
28.14%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart