Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIFZF (Exchange Income Corporation) | 47.08% | 124.01% | 37.73% | 28.32% | 20.43% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIFZF (Exchange Income Corporation) | 02/02/2012 | 06/05/2026 |
| 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 (%) | 4.30 | 124.01 | 37.73 | 28.32 | 20.43 | NA | NA | … | … | 47.08 | 54.89 | 26.22 | -1.56 | 15.69 | 24.95 | -12.24 | 82.19 | -21.03 | -5.21 | 64.74 | 10.64 | -1.26 | -17.01 | 16.78 |
| Sharpe Ratio | NA | 4.24 | 1.15 | 0.85 | 0.36 | NA | NA | … | … | 4.50 | 1.85 | 0.82 | -0.23 | 0.40 | 0.91 | -0.10 | 1.70 | -0.65 | -0.17 | 1.94 | 0.40 | -0.04 | -0.53 | 1.39 |
| Standard Deviation(%) | NA | 25.84 | 27.09 | 28.81 | 50.75 | NA | NA | … | … | 28.72 | 28.31 | 27.66 | 23.26 | 36.13 | 27.44 | 125.44 | 47.59 | 34.84 | 34.52 | 33.19 | 26.76 | 36.16 | 32.18 | 13.39 |
| Draw Down(%) | NA | 10.58 | 22.26 | 23.87 | 75.24 | NA | NA | … | … | 10.58 | 20.02 | 13.23 | 23.87 | 23.44 | 17.14 | 75.24 | 21.00 | 23.93 | 32.07 | 26.18 | 13.51 | 32.55 | 34.30 | 11.64 |
| Yield(%) | 0.20 | 4.79 | 4.69 | 5.73 | 7.28 | 6.47 | 4.85 | … | … | 1.37 | 4.26 | 5.66 | 4.53 | 5.52 | 7.93 | 4.90 | 8.63 | 6.14 | 4.80 | 7.52 | 6.66 | 7.22 | 6.11 | 5.48 |
Data as of 06/05/2026, Common starting date is 02/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFZF (Exchange Income Corporation) |
-18.82%
Mar 2017 – Mar 2020 |
1.13%
Mar 2015 – Mar 2020 |
8.61%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFZF (Exchange Income Corporation) |
53.00%
Mar 2020 – Mar 2023 |
29.07%
Mar 2020 – Mar 2025 |
22.49%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart