Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMO (Imperial Oil Limited) | 48.55% | 79.52% | 41.93% | 33.40% | 17.35% | 9.14% | 8.30% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMO (Imperial Oil Limited) | 03/17/1980 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.95 | 79.52 | 41.93 | 33.40 | 17.35 | 9.14 | 8.30 | … | … | 48.55 | 43.83 | 10.47 | 20.61 | 38.00 | 95.25 | -25.40 | 7.17 | -17.18 | -8.80 | 8.50 | -23.54 | -1.23 | 4.03 | -2.27 | 10.83 | 5.99 | 15.82 | -37.96 | 49.92 | 11.93 | 69.65 | 36.10 | 58.65 | 5.98 | 9.36 | 25.71 | 34.63 | -24.63 | 36.04 | 30.10 | 9.47 | -2.58 | 6.69 | -8.63 | -31.36 | -8.16 | 31.64 | -3.74 | 17.17 | 1.71 | 14.06 | 7.56 | 27.96 | 8.77 | -22.27 | -27.63 |
| Sharpe Ratio | NA | 2.47 | 1.28 | 0.92 | 0.42 | NA | NA | … | … | 3.74 | 1.40 | 0.26 | 0.57 | 0.92 | 2.50 | -0.36 | 0.27 | -0.73 | -0.52 | 0.29 | -0.77 | -0.05 | 0.23 | -0.10 | 0.32 | 0.24 | 0.41 | -0.63 | 1.56 | 0.31 | 1.96 | 1.66 | 3.74 | 0.23 | 0.27 | 0.62 | 1.01 | -0.88 | 1.65 | 1.63 | 0.41 | -0.33 | 0.30 | -0.64 | -2.11 | -0.85 | 1.65 | -0.49 | 0.36 | -0.11 | 0.47 | 0.03 | 0.86 | 0.03 | -1.05 | -1.01 |
| Standard Deviation(%) | NA | 26.97 | 28.41 | 32.67 | 35.77 | NA | NA | … | … | 31.70 | 29.49 | 26.79 | 30.27 | 40.01 | 38.10 | 71.12 | 21.20 | 25.47 | 18.13 | 28.90 | 30.64 | 23.25 | 17.03 | 23.05 | 33.52 | 24.25 | 38.09 | 62.03 | 30.08 | 27.68 | 34.33 | 21.17 | 15.48 | 20.64 | 25.58 | 34.86 | 31.05 | 31.79 | 19.49 | 16.11 | 13.41 | 17.11 | 14.98 | 17.12 | 16.70 | 15.98 | 15.61 | 17.46 | 36.22 | 23.58 | 18.43 | 17.45 | 25.10 | 33.63 | 31.28 | 41.07 |
| Draw Down(%) | NA | 16.51 | 22.94 | 29.72 | 77.06 | NA | NA | … | … | 14.18 | 18.10 | 22.37 | 20.47 | 29.72 | 29.11 | 71.15 | 20.40 | 27.26 | 20.81 | 18.51 | 35.57 | 25.78 | 15.69 | 20.96 | 38.95 | 16.44 | 18.97 | 60.78 | 20.46 | 22.39 | 28.45 | 11.33 | 6.34 | 20.85 | 13.85 | 20.64 | 16.43 | 35.48 | 10.75 | 7.55 | 12.22 | 19.10 | 15.06 | 21.07 | 35.15 | 17.30 | 11.17 | 28.54 | 38.29 | 31.08 | 12.77 | 18.40 | 17.60 | 24.28 | 31.85 | 37.54 |
| Yield(%) | 0.00 | 3.06 | 3.62 | 4.37 | 3.20 | 1.87 | 2.03 | … | … | 1.42 | 3.31 | 3.02 | 3.09 | 3.07 | 4.25 | 2.50 | 2.50 | 1.92 | 1.38 | 1.51 | 0.98 | 1.68 | 1.09 | 1.05 | 1.06 | 1.06 | 1.07 | 0.66 | 0.98 | 0.92 | 1.62 | 1.94 | 3.00 | 3.08 | 3.13 | 3.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMO (Imperial Oil Limited) |
-26.68%
Mar 2017 – Mar 2020 |
-20.89%
Mar 2015 – Mar 2020 |
-10.30%
Mar 2010 – Mar 2020 |
-6.17%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMO (Imperial Oil Limited) |
77.44%
Sep 2020 – Sep 2023 |
54.04%
Sep 2020 – Sep 2025 |
29.11%
Aug 1998 – Aug 2008 |
21.39%
Dec 1992 – Dec 2007 |
Annualized Rolling Returns Comparison Chart