Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSV (FirstService Corporation) | -11.54% | -20.90% | -1.42% | -2.87% | 11.94% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSV (FirstService Corporation) | 06/03/2015 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.81 | -20.90 | -1.42 | -2.87 | 11.94 | NA | NA | … | … | -11.54 | -13.52 | 12.34 | 33.08 | -37.23 | 44.26 | 47.93 | 36.73 | -1.35 | 48.37 | 18.60 | 45.42 |
| Sharpe Ratio | NA | -0.92 | -0.22 | -0.22 | 0.37 | NA | NA | … | … | -1.02 | -0.68 | 0.46 | 1.39 | -1.12 | 1.80 | 1.03 | 1.46 | -0.14 | 2.57 | 0.67 | 2.70 |
| Standard Deviation(%) | NA | 27.85 | 23.06 | 25.73 | 27.27 | NA | NA | … | … | 31.68 | 24.26 | 19.04 | 21.34 | 34.58 | 24.54 | 46.12 | 24.19 | 20.29 | 18.69 | 27.24 | 33.35 |
| Draw Down(%) | NA | 39.38 | 39.38 | 44.07 | 47.45 | NA | NA | … | … | 23.72 | 28.07 | 17.00 | 14.25 | 42.53 | 11.20 | 47.45 | 18.99 | 24.90 | 7.75 | 24.82 | 11.33 |
| Yield(%) | 0.00 | 0.65 | 0.70 | 0.57 | 1.57 | 1.87 | 1.40 | … | … | 0.20 | 0.61 | 0.63 | 0.73 | 0.42 | 0.55 | 0.71 | 0.89 | 0.78 | 1.03 | 1.11 | 1.07 |
Data as of 06/03/2026, Common starting date is 06/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSV (FirstService Corporation) |
-3.28%
Apr 2023 – Apr 2026 |
-3.20%
Apr 2021 – Apr 2026 |
11.74%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSV (FirstService Corporation) |
42.90%
Dec 2018 – Dec 2021 |
38.49%
Oct 2016 – Oct 2021 |
21.64%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart