Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPWPF (Capital Power Corp) | 1.72% | 7.05% | 4.17% | 7.34% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPWPF (Capital Power Corp) | 02/25/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.05 | 4.17 | 7.34 | NA | NA | NA | … | … | 1.72 | 7.07 | -0.73 | 5.89 | 5.18 | 79.93 | -11.04 |
| Sharpe Ratio | NA | 1.30 | 0.17 | 0.55 | NA | NA | NA | … | … | 0.65 | 1.24 | -0.55 | 0.78 | 1.50 | 1.85 | -0.36 |
| Standard Deviation(%) | NA | 3.38 | 5.31 | 8.82 | NA | NA | NA | … | … | 2.67 | 3.40 | 7.97 | 2.88 | 2.51 | 43.28 | 35.53 |
| Draw Down(%) | NA | 0.00 | 7.00 | 7.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 7.00 | 0.00 | 0.00 | 3.75 | 25.40 |
| Yield(%) | 0.00 | 6.80 | 6.21 | 6.52 | 4.81 | 3.21 | 2.41 | … | … | 1.70 | 6.80 | 6.32 | 5.66 | 5.02 | 8.48 | 6.91 |
Data as of 06/04/2026, Common starting date is 02/25/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPWPF (Capital Power Corp) |
1.92%
Oct 2021 – Oct 2024 |
7.34%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPWPF (Capital Power Corp) |
31.72%
May 2020 – May 2023 |
19.27%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart