Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AOCIF (AutoCanada Inc) -10.93% -4.64% 4.44% -14.56% 0.75% NA NA
Data as of 06/03/2026, Common starting date is 05/04/2012
More Performance Analytics Comparison
Name Start Date End Date
AOCIF (AutoCanada Inc) 05/04/2012 06/03/2026
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
Annualized Return (%) 0.00 -4.64 4.44 -14.56 0.75 NA NA -10.93 46.17 -24.15 -8.32 -42.54 65.06 91.81 24.20 -56.77 12.52 1.84 -53.94 3.13 217.76 3.98
Sharpe Ratio NA -0.13 0.14 -0.34 -0.01 NA NA -0.48 0.89 -0.52 -0.23 -0.82 0.92 0.66 0.52 -0.92 0.41 0.03 -0.70 0.06 4.00 2.20
Standard Deviation(%) NA 54.17 54.44 56.02 67.11 NA NA 56.21 49.87 59.56 55.06 53.89 70.62 138.05 44.21 63.38 28.93 47.24 77.21 55.55 54.43 2.78
Draw Down(%) NA 52.07 52.07 77.55 80.71 NA NA 44.40 45.35 41.09 50.22 51.72 46.00 66.51 34.15 62.45 34.36 31.29 60.29 50.56 3.42 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.74 2.25 1.68 0.00 0.00 0.00 0.00 0.00 0.00 0.79 5.02 1.63 1.32 2.33 1.55 2.27 6.22 3.93
Data as of 06/03/2026, Common starting date is 05/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AOCIF (AutoCanada Inc) -42.96%
Jun 2014 – Jun 2017
-34.18%
Jun 2014 – Jun 2019
-14.49%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AOCIF (AutoCanada Inc) 60.07%
Aug 2018 – Aug 2021
28.72%
May 2020 – May 2025
8.53%
Aug 2012 – Aug 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return