Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNUTF (Canadian Utilities Limited 2ND PFD SER DD%) | NA | 6.70% | 0.30% | 0.16% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNUTF (Canadian Utilities Limited 2ND PFD SER DD%) | 03/17/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.70 | 0.30 | 0.16 | NA | NA | NA | … | … | 4.99 | 9.55 | -13.44 | -21.63 | 12.75 | 21.37 | 5.25 | 6.89 | 5.13 |
| Sharpe Ratio | NA | 1.13 | -0.27 | -0.15 | NA | NA | NA | … | … | 1.18 | 1.09 | -0.90 | -1.15 | 2.29 | 0.79 | 0.39 | 1.67 | 1.80 |
| Standard Deviation(%) | NA | 3.23 | 11.62 | 13.59 | NA | NA | NA | … | … | 3.27 | 5.46 | 19.16 | 20.17 | 5.55 | 26.49 | 9.73 | 3.32 | 3.23 |
| Draw Down(%) | NA | 0.00 | 20.54 | 36.02 | NA | NA | NA | … | … | 0.00 | 1.55 | 20.54 | 24.75 | 0.15 | 22.37 | 7.88 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 6.36 | 5.32 | 4.88 | 4.66 | 3.11 | 2.33 | … | … | 4.77 | 6.53 | 5.32 | 4.01 | 4.33 | 5.00 | 6.72 | 6.72 | 5.04 |
Data as of 09/26/2025, Common starting date is 03/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNUTF (Canadian Utilities Limited 2ND PFD SER DD%) |
-9.61%
Oct 2021 – Oct 2024 |
-1.29%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNUTF (Canadian Utilities Limited 2ND PFD SER DD%) |
13.18%
Oct 2018 – Oct 2021 |
4.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart