Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CP (Canadian Pacific Kansas City Limited) | 21.81% | 10.06% | 5.54% | 2.79% | 13.89% | 15.42% | 12.84% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CP (Canadian Pacific Kansas City Limited) | 12/30/1983 | 06/04/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 10.06 | 5.54 | 2.79 | 13.89 | 15.42 | 12.84 | … | … | 21.81 | 2.60 | -7.84 | 6.78 | 4.50 | 4.64 | 37.33 | 45.50 | -1.81 | 29.33 | 13.04 | -33.31 | 28.24 | 50.77 | 52.65 | 6.53 | 22.13 | 64.06 | -47.05 | 24.15 | 27.44 | 23.76 | 24.71 | 45.88 | 3.56 | 40.24 | 35.51 | 14.24 | -30.73 | 2.83 | 46.21 | 20.83 | -7.69 | 28.71 | -17.89 | -9.56 | -23.60 | 20.27 | 16.54 | 23.30 | -4.63 | 6.58 | -5.88 | 0.00 |
| Sharpe Ratio | NA | 0.37 | 0.11 | 0.01 | 0.49 | NA | NA | … | … | 2.21 | -0.01 | -0.56 | 0.14 | 0.11 | 0.18 | 0.86 | 2.35 | -0.14 | 1.80 | 0.40 | -1.16 | 1.08 | 2.20 | 2.23 | 0.21 | 0.79 | 1.32 | -0.90 | 0.67 | 0.93 | 0.88 | 1.06 | 2.11 | 0.08 | 1.10 | 0.95 | 0.32 | -0.94 | -0.03 | 1.84 | 0.74 | -0.41 | 1.25 | -0.98 | -0.59 | -1.42 | 0.64 | 0.46 | 0.39 | -0.32 | 0.05 | -0.66 | NA |
| Standard Deviation(%) | NA | 22.37 | 22.85 | 24.43 | 25.73 | NA | NA | … | … | 26.56 | 24.83 | 20.61 | 21.88 | 28.81 | 25.98 | 42.74 | 18.75 | 23.69 | 16.04 | 31.72 | 28.62 | 26.08 | 23.10 | 23.82 | 30.40 | 28.07 | 48.54 | 53.03 | 31.57 | 26.08 | 24.35 | 22.40 | 21.45 | 30.73 | 34.98 | 33.05 | 33.69 | 36.36 | 25.86 | 22.85 | 22.82 | 26.26 | 21.21 | 20.71 | 22.72 | 20.49 | 22.37 | 25.04 | 48.24 | 28.34 | 21.91 | 19.57 | 0.00 |
| Draw Down(%) | NA | 16.23 | 25.88 | 25.88 | 33.70 | NA | NA | … | … | 13.10 | 16.64 | 21.81 | 17.17 | 19.84 | 21.63 | 33.70 | 15.31 | 24.41 | 9.10 | 19.17 | 37.47 | 18.68 | 15.64 | 12.23 | 34.69 | 16.53 | 34.42 | 62.02 | 28.67 | 20.54 | 9.33 | 24.90 | 9.91 | 30.80 | 32.13 | 23.06 | 21.16 | 42.66 | 19.64 | 12.11 | 17.81 | 23.65 | 12.59 | 34.35 | 27.04 | 33.88 | 15.62 | 19.50 | 37.57 | 31.03 | 26.19 | 34.40 | 0.00 |
| Yield(%) | 0.00 | 0.80 | 0.76 | 0.73 | 1.07 | 2.28 | 2.49 | … | … | 0.22 | 0.85 | 0.70 | 0.76 | 0.80 | 0.35 | 1.02 | 1.79 | 1.04 | 1.20 | 1.11 | 0.57 | 0.84 | 1.59 | 1.97 | 1.78 | 1.91 | 2.58 | 1.45 | 1.61 | 1.63 | 1.68 | 1.84 | 2.35 | 2.54 | 3.38 | 2.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/30/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CP (Canadian Pacific Kansas City Limited) |
-18.83%
Nov 1989 – Nov 1992 |
-9.57%
Sep 1987 – Sep 1992 |
-0.62%
Feb 1990 – Feb 2000 |
1.98%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CP (Canadian Pacific Kansas City Limited) |
64.91%
Sep 2011 – Sep 2014 |
43.45%
Feb 2009 – Feb 2014 |
25.13%
Sep 2004 – Sep 2014 |
24.00%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart