Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINGF (Finning International Inc.) | 42.46% | 111.51% | 42.08% | 27.97% | 19.41% | 9.71% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINGF (Finning International Inc.) | 02/17/2009 | 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 111.51 | 42.08 | 27.97 | 19.41 | 9.71 | NA | … | … | 42.46 | 114.37 | -8.04 | 19.95 | 1.59 | 22.11 | 13.40 | 20.28 | -31.53 | 32.16 | 50.55 | -36.07 | -13.35 | 7.49 | 15.97 | -19.47 | 77.96 | 47.04 |
| Sharpe Ratio | NA | 3.13 | 1.19 | 0.70 | 0.51 | NA | NA | … | … | 3.05 | 3.05 | -0.37 | 0.53 | 0.00 | 0.63 | 0.26 | 0.56 | -1.03 | 1.44 | 1.48 | -0.92 | -0.48 | 0.30 | 0.48 | -0.44 | 2.25 | 1.25 |
| Standard Deviation(%) | NA | 35.38 | 34.90 | 37.09 | 36.25 | NA | NA | … | … | 43.00 | 36.72 | 31.41 | 30.89 | 45.54 | 35.07 | 51.18 | 33.43 | 32.07 | 21.93 | 34.07 | 39.16 | 27.89 | 24.99 | 33.11 | 44.06 | 34.56 | 44.20 |
| Draw Down(%) | NA | 18.33 | 26.52 | 45.67 | 69.28 | NA | NA | … | … | 18.33 | 19.52 | 22.32 | 25.97 | 45.67 | 27.21 | 59.22 | 17.92 | 37.65 | 13.11 | 13.21 | 39.67 | 36.23 | 25.15 | 29.08 | 44.05 | 17.93 | 26.62 |
| Yield(%) | 0.31 | 2.40 | 2.83 | 3.05 | 4.01 | 2.25 | 4.94 | … | … | 0.84 | 3.25 | 2.70 | 2.92 | 2.87 | 3.24 | 3.15 | 4.02 | 2.43 | 2.95 | 4.15 | 2.63 | 2.44 | 2.23 | 2.46 | 1.77 | 2.85 | 3.87 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINGF (Finning International Inc.) |
-18.79%
Jan 2013 – Jan 2016 |
-13.24%
Jan 2011 – Jan 2016 |
-2.85%
Mar 2010 – Mar 2020 |
5.43%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINGF (Finning International Inc.) |
44.86%
May 2023 – May 2026 |
32.46%
Oct 2020 – Oct 2025 |
20.95%
Jan 2016 – Jan 2026 |
10.45%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart