Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBWBF (Canadian Western Bank) | NA | 92.72% | 13.89% | 14.03% | 9.86% | 8.01% | NA | … | … |
Data as of 02/05/2025, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBWBF (Canadian Western Bank) | 01/05/2010 | 02/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.96 | 92.72 | 13.89 | 14.03 | 9.86 | 8.01 | NA | … | … | -2.96 | 81.85 | 38.04 | -35.29 | 32.33 | -4.61 | 33.77 | -35.64 | 42.56 | 38.09 | -37.98 | -20.65 | 27.20 | 13.90 | -10.21 | 33.84 |
| Sharpe Ratio | NA | 1.59 | 0.26 | 0.29 | 0.23 | NA | NA | … | … | -2.53 | 1.40 | 1.16 | -1.11 | 1.37 | -0.09 | 1.45 | -1.32 | 1.72 | 1.01 | -0.94 | -0.97 | 1.49 | 0.69 | -0.31 | 1.12 |
| Standard Deviation(%) | NA | 56.05 | 41.20 | 42.18 | 36.64 | NA | NA | … | … | 11.96 | 56.06 | 30.05 | 33.26 | 23.67 | 56.34 | 22.26 | 28.17 | 24.50 | 37.38 | 40.45 | 21.33 | 18.21 | 20.21 | 32.68 | 30.39 |
| Draw Down(%) | NA | 13.25 | 48.01 | 56.00 | 62.73 | NA | NA | … | … | 4.20 | 20.56 | 19.75 | 49.50 | 18.15 | 56.63 | 11.34 | 41.50 | 23.48 | 19.69 | 42.24 | 35.36 | 17.82 | 17.48 | 26.89 | 21.97 |
| Yield(%) | 0.00 | 4.65 | 3.19 | 3.74 | 3.80 | 3.37 | 2.30 | … | … | 0.00 | 4.25 | 5.24 | 3.53 | 4.22 | 3.56 | 5.41 | 2.88 | 3.20 | 4.24 | 2.45 | 2.00 | 0.61 | 0.00 | 0.00 | 0.00 |
Data as of 02/05/2025, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBWBF (Canadian Western Bank) |
-19.91%
Feb 2013 – Feb 2016 |
-13.58%
Feb 2011 – Feb 2016 |
-3.25%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBWBF (Canadian Western Bank) |
22.01%
Feb 2016 – Feb 2019 |
15.96%
Feb 2016 – Feb 2021 |
11.45%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart