Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BNS (The Bank of Nova Scotia) | 10.39% | 31.54% | 5.12% | 12.52% | 7.17% | 6.16% | 7.52% | 12.94% |
Data as of 07/24/2025, AR inception is 09/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNS (The Bank of Nova Scotia) | 09/13/1999 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.02 | 31.54 | 5.12 | 12.52 | 7.17 | 6.16 | 7.52 | 12.94 | 10.39 | 17.54 | 6.04 | -29.01 | 39.12 | 1.70 | 17.49 | -19.17 | 20.48 | 45.87 | -24.24 | -4.29 | 11.49 | 21.01 | -9.55 | 28.13 | 82.66 | -43.86 | 16.64 | 16.78 | 21.44 | 41.88 | 57.68 | 15.14 | 21.99 | 48.16 | 1.49 |
| Sharpe Ratio | NA | 1.22 | 0.11 | 0.49 | 0.22 | NA | NA | 0.44 | 0.66 | 0.83 | 0.11 | -1.26 | 2.33 | 0.03 | 1.37 | -1.35 | 1.51 | 2.01 | -1.16 | -0.32 | 0.91 | 1.27 | -0.35 | 1.19 | 1.73 | -0.88 | 0.69 | 0.85 | 1.41 | 2.47 | 3.51 | 0.57 | 0.68 | 1.17 | 0.05 |
| Standard Deviation(%) | NA | 16.82 | 19.98 | 19.73 | 22.72 | NA | NA | 25.33 | 16.92 | 16.70 | 21.34 | 24.28 | 16.77 | 45.87 | 11.72 | 15.22 | 13.16 | 22.70 | 20.91 | 13.64 | 12.61 | 16.68 | 27.17 | 23.55 | 47.67 | 50.76 | 19.58 | 15.85 | 13.60 | 16.56 | 16.24 | 24.43 | 29.39 | 37.69 | 25.37 |
| Draw Down(%) | NA | 19.46 | 31.88 | 41.31 | 46.88 | NA | NA | 63.42 | 14.51 | 11.52 | 24.53 | 36.21 | 10.78 | 42.98 | 10.59 | 23.69 | 12.22 | 11.47 | 25.58 | 19.26 | 10.39 | 13.13 | 24.11 | 12.51 | 32.07 | 52.12 | 12.45 | 11.51 | 8.55 | 15.68 | 8.90 | 23.00 | 23.75 | 17.98 | 8.13 |
| Yield(%) | 0.00 | 6.77 | 5.27 | 6.99 | 5.73 | 5.47 | 7.07 | 20.85 | 4.31 | 6.61 | 6.54 | 3.27 | 5.44 | 4.71 | 3.97 | 3.89 | 4.28 | 7.38 | 5.84 | 4.83 | 3.01 | 4.39 | 3.63 | 5.13 | 7.81 | 3.82 | 3.84 | 3.38 | 3.86 | 6.51 | 4.93 | 3.98 | 9.57 | 19.08 | 0.00 |
Data as of 07/24/2025, AR inception is 09/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNS (The Bank of Nova Scotia) |
-15.34%
Feb 2006 - Feb 2009 |
-4.14%
Feb 2011 - Feb 2016 |
0.98%
Oct 2013 - Oct 2023 |
3.77%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNS (The Bank of Nova Scotia) |
44.66%
Sep 2002 - Sep 2005 |
38.46%
Feb 2000 - Feb 2005 |
24.20%
Feb 2000 - Feb 2010 |
18.48%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart