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
BCE (BCE Inc.) 2.38% 15.62% -12.90% -7.75% -0.64% 2.56% 5.06% … …
Data as of 06/04/2026, Common starting date is 11/15/1982
More Performance Analytics Comparison
Name Start Date End Date
BCE (BCE Inc.) 11/15/1982 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 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982
Annualized Return (%) -3.33 15.62 -12.90 -7.75 -0.64 2.56 5.06 … … 2.38 10.14 -35.48 -4.17 -10.64 28.56 -1.99 23.93 -12.63 16.51 17.23 -11.64 11.36 6.16 8.57 24.01 35.60 43.21 -47.12 53.10 7.95 4.01 14.08 30.66 -15.79 -17.23 42.37 137.73 13.88 39.53 38.41 7.39 -7.89 7.31 -21.21 20.88 -13.06 25.60 9.65 5.56 -10.37 12.09 -0.46 36.71 7.48
Sharpe Ratio NA 1.11 -0.73 -0.48 -0.09 NA NA … … 0.80 0.31 -2.02 -0.49 -0.60 2.56 -0.06 2.06 -1.07 1.53 1.13 -0.67 1.02 0.47 0.65 1.35 1.86 1.64 -0.76 2.27 0.18 0.10 0.75 1.87 -0.47 -0.74 0.84 3.66 0.30 1.44 2.18 0.19 -0.77 0.38 -1.75 1.58 -1.39 1.67 0.41 0.07 -1.01 0.45 -0.50 1.77 3.48
Standard Deviation(%) NA 18.50 20.38 19.00 19.32 NA NA … … 18.52 23.59 19.36 16.09 20.28 11.15 36.81 10.89 13.11 10.43 15.08 17.45 11.11 13.05 13.24 17.81 19.13 26.29 63.11 22.12 25.20 17.68 17.56 16.00 36.23 26.94 45.28 36.71 34.65 24.77 15.82 18.02 14.28 13.41 13.45 10.72 13.30 11.75 11.70 19.23 14.49 14.54 14.88 17.13 20.32
Draw Down(%) NA 12.25 46.91 55.43 55.43 NA NA … … 10.94 14.68 40.75 22.11 28.91 4.81 33.94 4.97 15.59 4.99 12.83 15.56 8.57 15.73 8.15 10.10 8.20 12.52 56.67 14.00 18.36 20.26 16.76 8.66 35.91 25.07 32.99 13.35 44.55 16.55 9.43 10.04 17.21 15.18 24.93 7.67 23.82 6.84 8.05 19.85 14.94 10.98 17.13 8.81 3.40
Yield(%) 0.00 5.76 5.13 5.00 5.22 6.05 8.60 … … 1.36 7.05 7.22 6.51 5.37 6.44 5.39 6.51 5.23 5.11 5.43 4.39 5.19 5.23 5.34 5.74 6.25 6.90 1.66 5.15 4.85 4.85 5.32 5.81 5.37 4.29 97.77 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 11/15/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCE (BCE Inc.) -20.39%
May 2022 – May 2025 		-6.99%
Dec 2019 – Dec 2024 		-0.94%
Dec 2014 – Dec 2024 		2.65%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCE (BCE Inc.) 76.19%
Mar 1997 – Mar 2000 		52.13%
Mar 1995 – Mar 2000 		25.13%
Sep 1995 – Sep 2005 		19.34%
Feb 1996 – Feb 2011
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return