Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGEAF (Cogeco Communications Inc) | 1.87% | 0.67% | 5.09% | -8.88% | 2.73% | 3.30% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGEAF (Cogeco Communications Inc) | 04/06/2010 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 0.67 | 5.09 | -8.88 | 2.73 | 3.30 | NA | … | … | 1.87 | 9.11 | 9.03 | -13.69 | -28.61 | 4.76 | -9.60 | 93.61 | -31.32 | 47.38 | 8.96 | -17.89 | 21.89 | 18.71 | -16.71 | 32.46 | -7.37 |
| Sharpe Ratio | NA | -0.05 | 0.08 | -0.38 | 0.03 | NA | NA | … | … | 0.02 | 0.24 | 0.24 | -0.56 | -0.84 | 0.27 | -0.23 | 2.84 | -1.72 | 1.58 | 0.44 | -1.11 | 1.21 | 1.08 | -0.50 | 2.53 | -0.31 |
| Standard Deviation(%) | NA | 34.64 | 29.27 | 29.97 | 29.95 | NA | NA | … | … | 48.29 | 25.83 | 22.08 | 31.24 | 35.83 | 17.25 | 43.22 | 32.44 | 19.03 | 29.63 | 19.86 | 16.21 | 18.10 | 17.30 | 33.48 | 12.83 | 32.26 |
| Draw Down(%) | NA | 28.86 | 28.86 | 58.10 | 58.10 | NA | NA | … | … | 28.86 | 16.67 | 19.87 | 33.18 | 47.61 | 21.88 | 29.02 | 12.83 | 31.32 | 13.94 | 13.65 | 25.42 | 7.07 | 5.25 | 27.07 | 0.64 | 25.12 |
| Yield(%) | 0.00 | 5.59 | 5.02 | 2.51 | 3.81 | 3.60 | 3.07 | … | … | 2.98 | 5.73 | 4.22 | 4.32 | 3.19 | 2.69 | 2.01 | 3.77 | 1.66 | 2.81 | 2.67 | 2.01 | 2.39 | 2.60 | 2.02 | 2.11 | 1.05 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGEAF (Cogeco Communications Inc) |
-22.65%
May 2021 – May 2024 |
-10.43%
Jan 2020 – Jan 2025 |
-1.01%
May 2014 – May 2024 |
3.08%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGEAF (Cogeco Communications Inc) |
26.21%
Nov 2016 – Nov 2019 |
18.92%
Feb 2016 – Feb 2021 |
12.54%
Sep 2010 – Sep 2020 |
6.08%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart