Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABLZF (ABB Ltd) | 36.99% | 84.69% | 42.82% | 27.56% | 21.06% | 12.97% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABLZF (ABB Ltd) | 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 (%) | -2.56 | 84.69 | 42.82 | 27.56 | 21.06 | 12.97 | NA | … | … | 36.99 | 45.30 | 24.59 | 46.65 | -18.44 | 41.14 | 22.83 | 30.47 | -26.45 | 33.82 | 22.17 | -11.43 | -19.83 | 36.97 | 15.06 | -10.62 | 6.11 |
| Sharpe Ratio | NA | 2.12 | 1.05 | 0.55 | 0.52 | NA | NA | … | … | 2.80 | 1.12 | 0.52 | 1.14 | -0.34 | 0.86 | 0.51 | 1.13 | -1.19 | 2.02 | 0.92 | -0.56 | -0.60 | 1.62 | 0.53 | -0.32 | 0.26 |
| Standard Deviation(%) | NA | 38.42 | 39.65 | 45.30 | 38.39 | NA | NA | … | … | 45.60 | 38.00 | 40.51 | 38.00 | 58.19 | 47.85 | 43.68 | 25.60 | 23.50 | 16.52 | 23.97 | 20.53 | 32.83 | 22.82 | 28.79 | 33.73 | 34.89 |
| Draw Down(%) | NA | 17.47 | 22.53 | 37.18 | 42.39 | NA | NA | … | … | 17.47 | 21.31 | 15.23 | 20.25 | 37.18 | 17.22 | 39.16 | 12.86 | 33.74 | 10.70 | 11.34 | 25.69 | 22.94 | 10.04 | 24.14 | 38.01 | 23.23 |
| Yield(%) | 0.00 | 2.16 | 2.86 | 2.93 | 4.61 | 3.21 | 3.49 | … | … | 1.68 | 1.91 | 2.23 | 2.94 | 2.27 | 3.00 | 3.53 | 4.16 | 2.88 | 3.63 | 4.16 | 2.86 | 2.64 | 3.19 | 6.18 | 5.72 | 2.42 |
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 |
|---|---|---|---|---|
| ABLZF (ABB Ltd) |
-5.42%
Jan 2013 – Jan 2016 |
-3.11%
Dec 2013 – Dec 2018 |
4.81%
Oct 2010 – Oct 2020 |
12.07%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLZF (ABB Ltd) |
46.06%
May 2023 – May 2026 |
29.14%
Feb 2021 – Feb 2026 |
21.98%
Feb 2016 – Feb 2026 |
13.35%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart