Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCCCF (BCE Inc Red Pfd 1st Pfd Ser AN) | NA | 17.62% | 22.89% | -0.21% | NA | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 02/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCCCF (BCE Inc Red Pfd 1st Pfd Ser AN) | 02/26/2018 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.62 | 22.89 | -0.21 | NA | NA | NA | … | … | 11.44 | 83.47 | -14.98 | -27.01 | -2.39 | -20.43 |
| Sharpe Ratio | NA | 1.79 | 0.62 | -0.04 | NA | NA | NA | … | … | 1.77 | 1.55 | -0.56 | -0.94 | -0.37 | -0.82 |
| Standard Deviation(%) | NA | 53.77 | 34.79 | 32.68 | NA | NA | NA | … | … | 10.74 | 53.32 | 26.62 | 28.76 | 10.14 | 30.44 |
| Draw Down(%) | NA | 0.02 | 23.12 | 56.28 | NA | NA | NA | … | … | 0.02 | 0.05 | 23.12 | 33.14 | 9.04 | 24.31 |
| Yield(%) | 0.00 | 9.35 | 9.96 | 4.86 | 2.66 | 1.78 | 1.33 | … | … | 5.34 | 10.01 | 6.94 | 6.68 | 6.65 | 5.03 |
Data as of 07/10/2023, Common starting date is 02/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCCCF (BCE Inc Red Pfd 1st Pfd Ser AN) |
-23.42%
Jun 2018 – Jun 2021 |
-0.92%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCCCF (BCE Inc Red Pfd 1st Pfd Ser AN) |
22.89%
May 2020 – May 2023 |
-0.21%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart