Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SU (Suncor Energy Inc.) | 42.93% | 71.94% | 33.45% | 25.42% | 13.52% | 7.17% | 5.89% | … | … |
Data as of 06/10/2026, Common starting date is 12/02/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SU (Suncor Energy Inc.) | 12/02/1993 | 06/10/2026 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.00 | 71.94 | 33.45 | 25.42 | 13.52 | 7.17 | 5.89 | … | … | 42.93 | 29.69 | 16.22 | 5.97 | 32.31 | 54.98 | -46.73 | 22.90 | -20.74 | 16.93 | 33.63 | -15.47 | -6.71 | 8.70 | 16.23 | -23.80 | 9.79 | 82.94 | -63.94 | 38.36 | 25.42 | 79.08 | 42.15 | 61.07 | -4.23 | 29.08 | 24.30 | 39.75 | -12.45 | 64.95 | 29.80 | 39.34 | -1.08 | 1.09 |
| Sharpe Ratio | NA | 3.00 | 1.14 | 0.68 | 0.31 | NA | NA | … | … | 4.35 | 0.97 | 0.50 | 0.08 | 0.72 | 1.39 | -0.63 | 1.01 | -0.84 | 0.85 | 1.00 | -0.50 | -0.25 | 0.38 | 0.55 | -0.56 | 0.29 | 1.28 | -0.82 | 1.22 | 0.60 | 2.05 | 1.34 | 2.83 | -0.17 | 0.92 | 0.52 | 1.15 | -0.54 | 1.85 | 1.37 | 2.04 | -0.22 | 0.49 |
| Standard Deviation(%) | NA | 24.43 | 26.97 | 32.87 | 36.97 | NA | NA | … | … | 28.79 | 27.72 | 25.14 | 30.62 | 43.12 | 39.45 | 74.91 | 21.31 | 26.55 | 19.12 | 33.42 | 30.86 | 27.17 | 22.52 | 29.73 | 42.62 | 33.68 | 64.49 | 78.92 | 29.08 | 36.62 | 37.47 | 30.73 | 21.31 | 31.89 | 29.62 | 38.89 | 31.76 | 29.35 | 32.93 | 18.88 | 17.33 | 18.47 | 25.38 |
| Draw Down(%) | NA | 11.27 | 22.41 | 36.57 | 73.25 | NA | NA | … | … | 10.57 | 21.52 | 16.05 | 20.68 | 36.57 | 31.83 | 69.32 | 19.40 | 36.83 | 13.20 | 23.99 | 24.69 | 36.71 | 21.94 | 27.98 | 49.41 | 24.75 | 30.56 | 79.87 | 15.51 | 26.01 | 19.66 | 16.72 | 10.89 | 23.19 | 15.09 | 25.36 | 16.62 | 27.15 | 17.34 | 10.74 | 7.57 | 17.68 | 7.77 |
| Yield(%) | 0.66 | 4.55 | 5.51 | 6.13 | 5.15 | 3.10 | 2.67 | … | … | 1.91 | 4.57 | 5.01 | 5.14 | 5.64 | 5.07 | 2.52 | 5.20 | 3.85 | 3.89 | 5.73 | 3.59 | 2.96 | 2.15 | 1.63 | 1.11 | 1.09 | 1.42 | 0.36 | 0.48 | 0.41 | 0.58 | 0.70 | 0.86 | 0.71 | 0.76 | 1.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/02/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SU (Suncor Energy Inc.) |
-27.74%
Oct 2017 – Oct 2020 |
-13.89%
May 2008 – May 2013 |
-6.85%
Oct 2010 – Oct 2020 |
-3.54%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SU (Suncor Energy Inc.) |
74.35%
Apr 2003 – Apr 2006 |
50.12%
Oct 2002 – Oct 2007 |
36.22%
Apr 1996 – Apr 2006 |
24.84%
May 1994 – May 2009 |
Annualized Rolling Returns Comparison Chart