Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVA (AGFiQ Hedged Dividend Income Fund) | NA | 12.92% | 5.77% | 4.59% | NA | NA | NA | … | … |
Data as of 07/13/2022, Common starting date is 01/15/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVA (AGFiQ Hedged Dividend Income Fund) | 01/15/2015 | 07/13/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 12.92 | 5.77 | 4.59 | NA | NA | NA | … | … | 7.89 | 13.93 | -7.61 | 8.94 | -0.44 | 0.97 | 17.11 | -7.84 |
| Sharpe Ratio | NA | 0.03 | 0.02 | 0.02 | NA | NA | NA | … | … | 0.02 | 1.64 | -0.32 | 1.20 | -0.19 | 0.05 | 0.98 | -0.51 |
| Standard Deviation(%) | NA | 501.64 | 289.62 | 224.51 | NA | NA | NA | … | … | 694.34 | 8.47 | 24.33 | 6.28 | 9.38 | 6.58 | 17.21 | 16.08 |
| Draw Down(%) | NA | 97.20 | 97.20 | 97.20 | NA | NA | NA | … | … | 97.20 | 5.94 | 24.17 | 4.58 | 6.50 | 3.14 | 7.25 | 14.77 |
| Yield(%) | 0.00 | 1.71 | 2.07 | 3.25 | 2.33 | 1.56 | 1.17 | … | … | 0.49 | 1.55 | 1.60 | 3.62 | 6.71 | 4.64 | 5.68 | 0.00 |
Data as of 07/13/2022, Common starting date is 01/15/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVA (AGFiQ Hedged Dividend Income Fund) |
-4.23%
Mar 2017 – Mar 2020 |
-0.86%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVA (AGFiQ Hedged Dividend Income Fund) |
10.14%
Jan 2016 – Jan 2019 |
5.39%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart