Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNSWF (Constellation Software Inc) | 13.68% | 12.02% | 60.97% | 44.10% | 32.38% | 43.19% | NA | 39.52% |
Data as of 07/29/2025, AR inception is 05/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNSWF (Constellation Software Inc) | 05/01/2007 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 12.02 | 60.97 | 44.10 | 32.38 | 43.19 | NA | 39.52 | 13.68 | 24.90 | 219.86 | -15.76 | 43.43 | 34.77 | 57.10 | 6.04 | 33.25 | 10.83 | 41.44 | 45.97 | 77.27 | 66.95 | 67.90 | 36.74 | 54.13 | -11.30 | 15.04 |
| Sharpe Ratio | NA | 0.37 | 1.27 | 1.03 | 0.89 | NA | NA | 1.18 | 0.90 | 0.91 | 2.91 | -0.54 | 1.84 | 1.01 | 2.15 | 0.15 | 1.53 | 0.36 | 1.45 | 1.58 | 3.14 | 2.43 | 2.33 | 1.68 | 1.53 | -0.39 | 1.53 |
| Standard Deviation(%) | NA | 27.39 | 48.54 | 41.57 | 35.75 | NA | NA | 32.36 | 29.22 | 23.45 | 75.31 | 31.87 | 23.64 | 34.15 | 25.90 | 31.01 | 21.35 | 29.75 | 28.51 | 29.03 | 24.60 | 27.79 | 29.15 | 21.80 | 35.41 | 31.53 | 13.25 |
| Draw Down(%) | NA | 14.70 | 22.99 | 28.78 | 30.54 | NA | NA | 30.54 | 14.08 | 11.12 | 9.98 | 28.78 | 8.04 | 29.92 | 12.31 | 28.04 | 8.75 | 23.54 | 13.72 | 15.91 | 11.13 | 12.74 | 15.40 | 9.11 | 17.42 | 27.08 | 0.83 |
| Yield(%) | 0.00 | 0.13 | 0.31 | 0.55 | 1.61 | 15.17 | 20.57 | 22.85 | 0.06 | 0.16 | 0.39 | 0.43 | 0.62 | 0.82 | 3.86 | 0.66 | 0.89 | 1.01 | 1.37 | 1.93 | 3.30 | 5.29 | 4.33 | 0.74 | 0.94 | 0.72 | 0.00 |
Data as of 07/29/2025, AR inception is 05/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNSWF (Constellation Software Inc) |
12.46%
Sep 2019 - Sep 2022 |
21.02%
Apr 2015 - Apr 2020 |
30.53%
Oct 2012 - Oct 2022 |
32.90%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNSWF (Constellation Software Inc) |
75.76%
Feb 2009 - Feb 2012 |
66.65%
Feb 2009 - Feb 2014 |
48.48%
Feb 2009 - Feb 2019 |
47.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart