Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INGXF (Innergex Renewable Energy Inc.) | NA | 43.16% | -6.66% | -4.88% | 7.00% | 6.35% | NA | … | … |
Data as of 07/22/2025, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INGXF (Innergex Renewable Energy Inc.) | 04/27/2010 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 43.16 | -6.66 | -4.88 | 7.00 | 6.35 | NA | … | … | 81.95 | -15.88 | -37.84 | -14.23 | -28.42 | 71.87 | 46.53 | -15.47 | 15.22 | 32.54 | -10.30 | 3.69 | 2.08 | 8.91 | 8.10 | 16.34 |
| Sharpe Ratio | NA | 0.62 | -0.20 | -0.16 | 0.14 | NA | NA | … | … | 2.89 | -0.37 | -1.06 | -0.42 | -0.81 | 1.39 | 1.23 | -0.67 | 0.76 | 1.02 | -0.44 | 0.22 | 0.10 | 0.53 | 0.34 | 0.82 |
| Standard Deviation(%) | NA | 64.74 | 50.91 | 44.35 | 39.86 | NA | NA | … | … | 67.66 | 52.82 | 39.32 | 37.28 | 35.28 | 51.36 | 36.66 | 25.42 | 19.13 | 31.79 | 23.29 | 16.99 | 19.75 | 16.88 | 23.44 | 29.93 |
| Draw Down(%) | NA | 37.25 | 63.50 | 76.15 | 76.15 | NA | NA | … | … | 14.49 | 30.38 | 48.16 | 31.43 | 44.61 | 40.74 | 25.46 | 18.99 | 16.57 | 21.73 | 22.87 | 14.03 | 21.86 | 9.06 | 20.61 | 15.39 |
| Yield(%) | 0.00 | 3.57 | 3.12 | 3.26 | 6.35 | 6.22 | 4.58 | … | … | 2.31 | 3.74 | 4.36 | 4.95 | 3.44 | 4.17 | 5.96 | 4.45 | 4.87 | 5.96 | 4.92 | 5.42 | 5.39 | 5.85 | 5.86 | 4.71 |
Data as of 07/22/2025, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INGXF (Innergex Renewable Energy Inc.) |
-29.05%
Jan 2021 – Jan 2024 |
-14.46%
Jan 2020 – Jan 2025 |
-1.17%
Jan 2015 – Jan 2025 |
6.52%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INGXF (Innergex Renewable Energy Inc.) |
32.19%
Jan 2018 – Jan 2021 |
27.44%
Jan 2016 – Jan 2021 |
14.53%
Jan 2011 – Jan 2021 |
6.96%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart