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
CDPYF (Canadian Apartment Properties REIT) -5.61% -20.21% -9.65% -8.68% 3.68% 5.43% 7.13%
Data as of 06/04/2026, Common starting date is 11/16/2005
More Performance Analytics Comparison
Name Start Date End Date
CDPYF (Canadian Apartment Properties REIT) 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 (%) -2.83 -20.21 -9.65 -8.68 3.68 5.43 7.13 -5.61 -5.89 -17.41 20.90 -30.87 24.02 -0.86 29.23 13.75 30.87 25.45 -7.01 14.32 -16.07 18.41 33.52 38.32 14.05 -15.44 7.91 20.38 12.99
Sharpe Ratio NA -1.01 -0.45 -0.41 0.10 NA NA -0.47 -0.41 -0.80 0.70 -0.98 1.16 -0.02 1.59 0.57 1.75 1.12 -0.31 0.86 -0.77 1.08 1.34 1.73 0.40 -0.34 0.18 0.57 6.66
Standard Deviation(%) NA 18.73 24.31 25.67 26.14 NA NA 20.15 21.64 26.15 24.90 32.94 20.60 44.96 17.44 21.79 17.33 22.58 22.99 16.64 20.78 17.19 24.97 22.07 34.99 48.19 25.86 29.66 26.44
Draw Down(%) NA 26.72 38.46 44.03 44.03 NA NA 15.22 22.31 28.91 25.67 37.45 12.31 43.21 8.44 14.61 8.75 17.50 22.00 10.69 24.00 9.68 15.73 9.99 28.42 46.72 20.85 13.99 4.74
Yield(%) 0.37 3.46 2.94 2.50 4.54 5.40 6.84 1.74 3.70 3.02 3.48 3.04 3.29 2.57 3.27 3.40 3.91 4.97 4.05 5.43 4.35 4.43 6.20 7.70 6.47 6.25 6.31 6.28 1.28
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
CDPYF (Canadian Apartment Properties REIT) -11.62%
Dec 2021 – Dec 2024
-7.77%
May 2021 – May 2026
4.36%
May 2016 – May 2026
5.57%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDPYF (Canadian Apartment Properties REIT) 40.25%
Mar 2009 – Mar 2012
21.54%
Oct 2016 – Oct 2021
20.23%
Mar 2009 – Mar 2019
13.96%
Apr 2006 – Apr 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return