Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIFAF (CI Financial Corp) | NA | -22.63% | -14.53% | -4.37% | -2.02% | NA | NA | … | … |
Data as of 01/22/2021, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIFAF (CI Financial Corp) | 01/05/2010 | 01/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | -22.63 | -14.53 | -4.37 | -2.02 | NA | NA | … | … | 4.92 | -21.79 | 36.93 | -43.62 | 15.26 | 2.68 | -17.94 | -12.38 | 32.62 | 19.95 | -6.56 | 8.32 |
| Sharpe Ratio | NA | -0.35 | -0.34 | -0.14 | -0.08 | NA | NA | … | … | 2.89 | -0.34 | 1.16 | -1.47 | 0.77 | 0.09 | -0.79 | -0.62 | 2.01 | 1.26 | -0.30 | 0.35 |
| Standard Deviation(%) | NA | 64.70 | 45.03 | 37.93 | 30.26 | NA | NA | … | … | 47.45 | 63.90 | 30.66 | 30.58 | 19.07 | 28.21 | 22.78 | 20.12 | 16.24 | 15.89 | 21.65 | 23.75 |
| Draw Down(%) | NA | 60.43 | 65.85 | 65.85 | 71.04 | NA | NA | … | … | 5.57 | 60.43 | 17.15 | 46.71 | 13.11 | 20.01 | 31.09 | 18.90 | 7.45 | 17.17 | 22.59 | 22.09 |
| Yield(%) | 0.00 | 3.26 | 2.95 | 4.01 | 2.89 | 2.05 | 1.54 | … | … | 0.00 | 3.46 | 4.66 | 4.05 | 4.62 | 4.75 | 3.62 | 3.26 | 0.36 | 0.00 | 0.00 | 0.00 |
Data as of 01/22/2021, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIFAF (CI Financial Corp) |
-17.26%
Mar 2017 – Mar 2020 |
-15.00%
Mar 2015 – Mar 2020 |
-4.43%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIFAF (CI Financial Corp) |
21.89%
Jul 2010 – Jul 2013 |
11.15%
Jun 2010 – Jun 2015 |
0.96%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart