Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUTLF (Canadian Utilities Limited) | -5.14% | -2.31% | 5.47% | 0.08% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUTLF (Canadian Utilities Limited) | 01/15/2020 | 06/03/2026 |
| 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 | -2.31 | 5.47 | 0.08 | NA | NA | NA | … | … | -5.14 | 6.62 | 18.28 | 10.61 | -28.00 | 8.16 | 9.26 |
| Sharpe Ratio | NA | -0.24 | 0.15 | -0.14 | NA | NA | NA | … | … | -0.45 | 0.33 | 1.73 | 0.64 | -1.10 | 1.88 | 0.36 |
| Standard Deviation(%) | NA | 20.75 | 14.90 | 17.23 | NA | NA | NA | … | … | 32.48 | 11.48 | 8.49 | 10.99 | 26.77 | 4.33 | 26.43 |
| Draw Down(%) | NA | 17.19 | 17.19 | 30.28 | NA | NA | NA | … | … | 17.19 | 8.39 | 2.52 | 5.06 | 30.28 | 0.00 | 25.39 |
| Yield(%) | 0.00 | 5.87 | 6.23 | 4.87 | 3.21 | 2.14 | 1.61 | … | … | 2.95 | 5.84 | 6.59 | 6.36 | 4.91 | 5.24 | 3.82 |
Data as of 06/03/2026, Common starting date is 01/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUTLF (Canadian Utilities Limited) |
-4.85%
Dec 2020 – Dec 2023 |
0.02%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUTLF (Canadian Utilities Limited) |
12.30%
Feb 2023 – Feb 2026 |
9.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart