Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGRIF (Canadian General Investments Ltd) | 11.39% | 39.33% | 16.89% | 7.17% | 13.75% | 8.20% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRIF (Canadian General Investments Ltd) | 06/07/2006 | 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 39.33 | 16.89 | 7.17 | 13.75 | 8.20 | NA | … | … | 11.39 | 25.15 | 8.61 | 11.35 | -28.10 | 29.64 | 42.50 | 36.99 | -18.45 | 36.60 | 6.88 | -19.08 | 6.90 | 14.36 | 7.76 | -17.75 | 32.13 | 121.54 | -73.56 | 28.00 | 10.89 |
| Sharpe Ratio | NA | 1.88 | 0.59 | 0.19 | 0.47 | NA | NA | … | … | 1.41 | 0.74 | 0.24 | 0.40 | -0.95 | 1.26 | 1.05 | 1.25 | -1.02 | 2.22 | 0.31 | -0.63 | 0.42 | 0.78 | 0.40 | -0.56 | 1.12 | 2.72 | -1.32 | 0.95 | 0.53 |
| Standard Deviation(%) | NA | 23.23 | 23.37 | 24.67 | 25.67 | NA | NA | … | … | 18.84 | 30.30 | 21.19 | 19.33 | 30.97 | 23.71 | 40.24 | 28.35 | 19.52 | 16.24 | 21.41 | 30.41 | 16.51 | 18.26 | 19.23 | 31.54 | 28.73 | 44.58 | 56.54 | 26.20 | 31.29 |
| Draw Down(%) | NA | 9.40 | 22.65 | 39.92 | 46.93 | NA | NA | … | … | 9.40 | 19.35 | 9.61 | 13.37 | 39.92 | 8.78 | 46.93 | 17.46 | 28.53 | 4.90 | 17.39 | 26.51 | 15.03 | 13.67 | 19.75 | 34.17 | 24.70 | 24.38 | 76.81 | 21.89 | 12.42 |
| Yield(%) | 0.59 | 2.31 | 2.06 | 1.99 | 4.34 | 3.32 | 3.19 | … | … | 1.30 | 1.36 | 1.41 | 2.96 | 2.03 | 2.61 | 3.14 | 4.04 | 3.12 | 3.18 | 4.13 | 2.67 | 3.91 | 4.50 | 4.82 | 4.00 | 6.53 | 8.41 | 0.81 | 6.69 | 5.31 |
Data as of 06/03/2026, Common starting date is 06/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRIF (Canadian General Investments Ltd) |
-16.96%
Aug 2006 – Aug 2009 |
-9.35%
Oct 2007 – Oct 2012 |
-1.45%
Oct 2007 – Oct 2017 |
1.74%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRIF (Canadian General Investments Ltd) |
39.95%
Feb 2009 – Feb 2012 |
24.51%
Feb 2016 – Feb 2021 |
15.10%
Feb 2016 – Feb 2026 |
13.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart