Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDUTF (Canadian Utilities Limited) | NA | 6.07% | -2.48% | 2.67% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDUTF (Canadian Utilities Limited) | 09/13/2017 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.07 | -2.48 | 2.67 | NA | NA | NA | … | … | 3.93 | -15.22 | 3.89 | 5.35 | 12.16 | 10.75 | 3.84 | -3.38 | 1.30 |
| Sharpe Ratio | NA | 1.19 | -0.46 | 0.05 | NA | NA | NA | … | … | 0.99 | -0.87 | 0.12 | 1.52 | 1.95 | 0.27 | 0.36 | -0.52 | 1.52 |
| Standard Deviation(%) | NA | 2.53 | 12.72 | 10.65 | NA | NA | NA | … | … | 2.42 | 21.77 | 1.90 | 2.60 | 6.21 | 38.36 | 6.61 | 9.15 | 2.37 |
| Draw Down(%) | NA | 0.11 | 19.45 | 19.45 | NA | NA | NA | … | … | 0.11 | 19.45 | 0.00 | 0.00 | 0.00 | 27.68 | 3.00 | 8.36 | 0.00 |
| Yield(%) | 0.00 | 4.71 | 3.91 | 4.67 | 3.65 | 2.43 | 1.82 | … | … | 3.50 | 3.79 | 3.79 | 5.22 | 4.22 | 5.81 | 5.67 | 5.20 | 1.30 |
Data as of 09/26/2025, Common starting date is 09/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDUTF (Canadian Utilities Limited) |
-2.84%
Oct 2021 – Oct 2024 |
2.49%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDUTF (Canadian Utilities Limited) |
22.39%
May 2020 – May 2023 |
10.23%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart