Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDUAF (Canadian Utilities Limited) | 18.13% | 34.35% | 15.83% | 9.67% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDUAF (Canadian Utilities Limited) | 09/04/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 34.35 | 15.83 | 9.67 | NA | NA | NA | … | … | 18.13 | 35.08 | 6.35 | -6.81 | -1.83 | 25.13 | 0.23 |
| Sharpe Ratio | NA | 2.20 | 0.73 | 0.40 | NA | NA | NA | … | … | 3.24 | 1.86 | 0.15 | -0.48 | -0.16 | 1.31 | 0.03 |
| Standard Deviation(%) | NA | 15.52 | 18.86 | 18.99 | NA | NA | NA | … | … | 16.40 | 17.38 | 18.08 | 21.91 | 20.75 | 19.18 | 22.40 |
| Draw Down(%) | NA | 5.36 | 22.40 | 31.88 | NA | NA | NA | … | … | 4.94 | 8.23 | 11.04 | 29.05 | 24.25 | 12.09 | 10.19 |
| Yield(%) | 0.00 | 4.76 | 4.90 | 4.61 | 3.14 | 2.09 | 1.57 | … | … | 2.17 | 5.45 | 5.48 | 4.95 | 4.71 | 5.84 | 1.34 |
Data as of 06/03/2026, Common starting date is 09/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDUAF (Canadian Utilities Limited) |
-3.08%
Jun 2021 – Jun 2024 |
9.13%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDUAF (Canadian Utilities Limited) |
17.02%
May 2023 – May 2026 |
13.45%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart