Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFFF (Intact Financial Corporation) | 1.26% | 5.20% | 5.24% | 5.23% | NA | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 01/09/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFFF (Intact Financial Corporation) | 01/09/2020 | 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 | 5.20 | 5.24 | 5.23 | NA | NA | NA | … | … | 1.26 | 5.22 | 5.20 | 5.32 | 5.23 | 5.21 | 6.19 |
| Sharpe Ratio | NA | 0.97 | 0.75 | 1.10 | NA | NA | NA | … | … | 0.95 | 0.92 | 0.63 | 0.65 | 1.50 | 2.05 | 0.35 |
| Standard Deviation(%) | NA | 2.53 | 2.54 | 2.54 | NA | NA | NA | … | … | 2.45 | 2.54 | 2.52 | 2.58 | 2.54 | 2.52 | 17.59 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.03 |
| Yield(%) | 0.00 | 5.00 | 5.00 | 5.02 | 3.16 | 2.11 | 1.58 | … | … | 1.25 | 5.00 | 5.00 | 5.00 | 5.06 | 5.05 | 5.07 |
Data as of 04/08/2026, Common starting date is 01/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFFF (Intact Financial Corporation) |
5.23%
Aug 2020 – Aug 2023 |
5.23%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFFF (Intact Financial Corporation) |
9.80%
May 2020 – May 2023 |
7.96%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart