Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPXWF (Capital Power Corporation) | 18.67% | 30.79% | 21.25% | 15.91% | 19.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPXWF (Capital Power Corporation) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 30.79 | 21.25 | 15.91 | 19.91 | NA | NA | … | … | 18.67 | 2.19 | 64.89 | -12.84 | 19.03 | 18.25 | 12.58 | 38.53 | 13.24 | 18.10 | 45.67 | -40.65 | 24.80 | -9.01 | 9.14 |
| Sharpe Ratio | NA | 0.86 | 0.58 | 0.46 | 0.62 | NA | NA | … | … | 1.25 | -0.02 | 2.49 | -0.64 | 0.66 | 0.91 | 0.23 | 2.46 | 0.55 | 0.53 | 2.01 | -1.57 | 1.60 | -0.63 | 1.34 |
| Standard Deviation(%) | NA | 33.95 | 32.03 | 29.02 | 30.96 | NA | NA | … | … | 37.28 | 37.78 | 24.58 | 26.15 | 26.78 | 20.01 | 54.54 | 15.09 | 21.50 | 32.76 | 22.63 | 25.92 | 15.54 | 14.42 | 18.40 |
| Draw Down(%) | NA | 20.86 | 33.98 | 33.98 | 50.51 | NA | NA | … | … | 9.70 | 30.06 | 10.15 | 23.09 | 23.89 | 17.74 | 50.51 | 6.29 | 10.89 | 23.19 | 8.22 | 42.33 | 9.84 | 14.37 | 6.32 |
| Yield(%) | 0.00 | 4.82 | 5.58 | 5.97 | 10.80 | 6.49 | 4.87 | … | … | 1.13 | 4.37 | 6.40 | 5.21 | 7.28 | 6.18 | 5.59 | 7.47 | 6.65 | 7.29 | 8.98 | 4.67 | 6.07 | 5.42 | 2.99 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXWF (Capital Power Corporation) |
-13.05%
Jan 2013 – Jan 2016 |
2.18%
Jan 2013 – Jan 2018 |
7.89%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXWF (Capital Power Corporation) |
28.90%
Apr 2018 – Apr 2021 |
26.15%
Jun 2016 – Jun 2021 |
20.71%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart