Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGECF (Cogeco Inc) | 4.91% | 6.76% | 12.09% | -4.83% | 5.21% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGECF (Cogeco Inc) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.76 | 12.09 | -4.83 | 5.21 | NA | NA | … | … | 4.91 | 23.83 | -2.01 | -3.90 | -21.42 | -0.31 | -16.05 | 65.38 | -23.88 | 68.71 | -21.26 | 39.59 | 2.23 | 11.96 | 2.79 |
| Sharpe Ratio | NA | 0.15 | 0.36 | -0.26 | 0.13 | NA | NA | … | … | 0.34 | 0.79 | -0.22 | -0.24 | -0.76 | -0.01 | -0.68 | 1.93 | -1.30 | 2.49 | -0.56 | 1.25 | 2.02 | 0.71 | 1.24 |
| Standard Deviation(%) | NA | 26.66 | 26.83 | 28.11 | 26.48 | NA | NA | … | … | 29.39 | 26.56 | 25.04 | 31.65 | 29.87 | 24.50 | 24.00 | 33.09 | 19.48 | 27.51 | 38.11 | 31.58 | 1.10 | 16.77 | 5.72 |
| Draw Down(%) | NA | 19.67 | 23.98 | 52.70 | 52.70 | NA | NA | … | … | 19.67 | 17.99 | 23.98 | 28.95 | 40.51 | 24.28 | 30.59 | 0.00 | 24.75 | 1.44 | 30.16 | 0.00 | 0.00 | 6.08 | 1.16 |
| Yield(%) | 0.00 | 5.97 | 6.46 | 3.01 | 4.38 | 4.20 | 3.15 | … | … | 3.05 | 6.51 | 5.87 | 4.74 | 3.11 | 2.77 | 1.86 | 2.72 | 1.44 | 2.76 | 1.79 | 2.24 | 2.21 | 2.25 | 0.57 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGECF (Cogeco Inc) |
-19.37%
Jun 2021 – Jun 2024 |
-9.14%
Dec 2019 – Dec 2024 |
0.79%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGECF (Cogeco Inc) |
28.54%
Dec 2016 – Dec 2019 |
18.48%
Dec 2014 – Dec 2019 |
7.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart