Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFTPF (Intact Financial Corporation) | 1.34% | 5.52% | 5.44% | 18.10% | NA | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 05/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFTPF (Intact Financial Corporation) | 05/28/2020 | 04/08/2026 |
| 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 | 5.52 | 5.44 | 18.10 | NA | NA | NA | … | … | 1.34 | 5.53 | 5.51 | 5.02 | 4.48 | 89.26 | 15.05 |
| Sharpe Ratio | NA | 1.03 | 0.80 | 0.60 | NA | NA | NA | … | … | 1.01 | 0.99 | 0.70 | 0.56 | 1.38 | 1.54 | 2.35 |
| Standard Deviation(%) | NA | 2.68 | 2.65 | 25.98 | NA | NA | NA | … | … | 2.60 | 2.70 | 2.68 | 2.46 | 2.21 | 57.77 | 11.19 |
| Draw Down(%) | NA | 0.02 | 0.02 | 0.05 | NA | NA | NA | … | … | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.05 | 0.00 |
| Yield(%) | 0.00 | 5.30 | 5.22 | 8.68 | 5.54 | 3.69 | 2.77 | … | … | 1.33 | 5.30 | 5.30 | 4.81 | 4.36 | 7.76 | 6.30 |
Data as of 04/08/2026, Common starting date is 05/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFTPF (Intact Financial Corporation) |
4.81%
Aug 2021 – Aug 2024 |
18.10%
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 |
|---|---|---|---|---|
| IFTPF (Intact Financial Corporation) |
31.55%
Jun 2020 – Jun 2023 |
20.45%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart