Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLF (Sun Life Financial Inc.) | 20.54% | 17.86% | 18.69% | 11.10% | 12.67% | 11.32% | 7.86% | … | … |
Data as of 06/05/2026, Common starting date is 03/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLF (Sun Life Financial Inc.) | 03/24/2000 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 17.86 | 18.69 | 11.10 | 12.67 | 11.32 | 7.86 | … | … | 20.54 | 9.72 | 19.48 | 16.87 | -12.89 | 29.54 | 1.55 | 44.52 | -15.64 | 12.67 | 29.18 | -9.33 | 6.25 | 39.47 | 52.47 | -34.98 | 10.46 | 32.27 | -56.80 | 35.54 | 8.15 | 22.48 | 37.23 | 50.22 | -19.60 | -17.75 | 186.91 |
| Sharpe Ratio | NA | 0.75 | 0.82 | 0.44 | 0.48 | NA | NA | … | … | 2.45 | 0.33 | 0.97 | 0.78 | -0.60 | 1.82 | 0.03 | 2.86 | -0.94 | 0.78 | 1.16 | -0.38 | 0.36 | 2.16 | 1.80 | -1.01 | 0.35 | 0.50 | -0.97 | 1.66 | 0.27 | 1.28 | 1.75 | 2.24 | -0.64 | -0.53 | 6.28 |
| Standard Deviation(%) | NA | 20.30 | 18.77 | 19.47 | 22.98 | NA | NA | … | … | 21.28 | 21.00 | 16.39 | 17.09 | 24.06 | 16.26 | 46.08 | 15.07 | 18.20 | 15.48 | 25.04 | 24.64 | 17.56 | 18.28 | 29.34 | 34.50 | 29.53 | 64.30 | 59.63 | 19.57 | 17.41 | 15.74 | 20.68 | 22.08 | 32.23 | 38.57 | 45.98 |
| Draw Down(%) | NA | 14.91 | 14.91 | 30.77 | 50.84 | NA | NA | … | … | 10.06 | 14.91 | 13.67 | 14.27 | 30.77 | 8.78 | 50.84 | 8.64 | 24.18 | 18.05 | 16.28 | 15.22 | 15.32 | 12.23 | 21.38 | 46.36 | 28.70 | 53.06 | 70.75 | 10.69 | 14.40 | 11.56 | 10.77 | 14.70 | 35.79 | 34.44 | 16.43 |
| Yield(%) | 0.00 | 4.08 | 4.90 | 4.26 | 5.94 | 6.32 | 4.30 | … | … | 2.19 | 4.26 | 4.62 | 4.76 | 3.82 | 4.02 | 3.59 | 6.32 | 4.63 | 4.50 | 5.30 | 4.22 | 4.16 | 5.30 | 7.47 | 4.68 | 4.79 | 6.10 | 2.62 | 2.96 | 2.47 | 2.45 | 2.60 | 2.82 | 1.71 | 1.17 | 0.84 |
Data as of 06/05/2026, Common starting date is 03/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLF (Sun Life Financial Inc.) |
-26.38%
Feb 2006 – Feb 2009 |
-11.78%
Nov 2006 – Nov 2011 |
0.66%
Jan 2006 – Jan 2016 |
2.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLF (Sun Life Financial Inc.) |
36.37%
Sep 2002 – Sep 2005 |
31.29%
Oct 2002 – Oct 2007 |
16.94%
Dec 2011 – Dec 2021 |
13.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart