Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATGFF (AltaGas Ltd) | 31.52% | 45.76% | 35.06% | 18.61% | 10.49% | 8.34% | 8.31% | … | … |
Data as of 06/04/2026, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATGFF (AltaGas Ltd) | 11/16/2005 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 45.76 | 35.06 | 18.61 | 10.49 | 8.34 | 8.31 | … | … | 31.52 | 34.87 | 16.01 | 26.94 | -17.37 | 53.34 | 2.66 | 58.41 | -51.11 | -3.38 | 21.18 | -36.99 | 0.50 | 20.07 | 10.88 | 50.62 | 33.46 | 42.94 | -40.25 | 25.68 | 0.71 | 15.79 |
| Sharpe Ratio | NA | 2.29 | 1.25 | 0.59 | 0.27 | NA | NA | … | … | 4.54 | 1.59 | 0.34 | 0.98 | -0.61 | 2.30 | 0.04 | 2.43 | -1.40 | -0.21 | 0.74 | -1.25 | 0.02 | 1.05 | 0.54 | 2.00 | 1.48 | 1.33 | -0.86 | 0.67 | -0.08 | 5.87 |
| Standard Deviation(%) | NA | 18.34 | 27.20 | 27.28 | 33.54 | NA | NA | … | … | 18.08 | 20.24 | 36.10 | 23.91 | 30.83 | 23.19 | 68.36 | 23.40 | 37.57 | 19.30 | 28.41 | 29.51 | 27.06 | 19.17 | 20.36 | 25.28 | 22.57 | 32.19 | 47.75 | 33.63 | 35.10 | 40.89 |
| Draw Down(%) | NA | 8.62 | 19.82 | 33.45 | 69.09 | NA | NA | … | … | 5.09 | 9.90 | 19.82 | 15.64 | 31.81 | 12.07 | 61.33 | 14.03 | 59.57 | 14.08 | 13.63 | 41.99 | 33.64 | 14.19 | 16.52 | 15.43 | 15.97 | 32.87 | 57.69 | 16.67 | 23.16 | 10.70 |
| Yield(%) | 0.00 | 3.30 | 4.88 | 4.04 | 4.11 | 4.58 | 4.91 | … | … | 0.79 | 3.91 | 4.16 | 4.83 | 3.73 | 5.42 | 4.75 | 7.23 | 7.19 | 6.54 | 6.90 | 3.96 | 3.98 | 4.21 | 4.01 | 6.14 | 9.32 | 13.47 | 7.46 | 8.08 | 6.58 | 1.34 |
Data as of 06/04/2026, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGFF (AltaGas Ltd) |
-21.45%
Mar 2017 – Mar 2020 |
-18.37%
Dec 2013 – Dec 2018 |
-2.29%
May 2013 – May 2023 |
2.99%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATGFF (AltaGas Ltd) |
56.63%
Feb 2009 – Feb 2012 |
38.65%
Feb 2009 – Feb 2014 |
10.91%
May 2016 – May 2026 |
11.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart