Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CLYLF (iShares S&P/TSX Canadian Dividend Aristocrats Index ETF) NA 40.73% 13.07% 10.61% 5.31% NA NA
Data as of 08/30/2021, Common starting date is 04/06/2010
More Performance Analytics Comparison
Name Start Date End Date
CLYLF (iShares S&P/TSX Canadian Dividend Aristocrats Index ETF) 04/06/2010 08/30/2021
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 (%) 2.02 40.73 13.07 10.61 5.31 NA NA 38.27 -3.69 8.27 -3.15 15.47 9.96 -22.18 8.74 4.46 9.20 -1.61 7.81
Sharpe Ratio NA 2.01 0.47 0.46 0.27 NA NA 2.53 -0.10 1.67 -0.54 1.21 0.53 -1.24 0.88 0.53 0.77 -0.09 0.51
Standard Deviation(%) NA 20.28 26.31 21.33 18.43 NA NA 25.07 40.24 4.10 8.23 12.31 18.47 17.89 9.93 8.43 11.92 18.83 20.46
Draw Down(%) NA 0.37 31.25 31.25 33.04 NA NA 0.37 31.25 1.40 7.49 6.35 11.12 23.70 7.84 6.77 7.39 22.15 15.14
Yield(%) 0.00 3.76 3.99 4.21 2.98 2.15 1.61 2.46 3.98 4.09 4.08 3.86 4.45 3.21 3.29 0.61 0.00 0.00 0.00
Data as of 08/30/2021, 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
CLYLF (iShares S&P/TSX Canadian Dividend Aristocrats Index ETF) -9.57%
Jan 2013 – Jan 2016
-4.01%
Feb 2011 – Feb 2016
1.47%
May 2010 – May 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLYLF (iShares S&P/TSX Canadian Dividend Aristocrats Index ETF) 12.48%
Jul 2018 – Jul 2021
10.69%
Feb 2016 – Feb 2021
4.24%
Jul 2011 – Jul 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return