Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INTAF (Intact Financial Corporation) | -0.52% | 29.42% | 18.03% | 3.92% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTAF (Intact Financial Corporation) | 01/21/2020 | 06/05/2026 |
| 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 | 29.42 | 18.03 | 3.92 | NA | NA | NA | … | … | -0.52 | 31.54 | 12.43 | 13.21 | -29.06 | 24.69 | 10.15 |
| Sharpe Ratio | NA | 1.34 | 1.10 | 0.09 | NA | NA | NA | … | … | -1.44 | 1.45 | 1.12 | 1.06 | -1.12 | 1.91 | 0.23 |
| Standard Deviation(%) | NA | 19.91 | 13.40 | 16.11 | NA | NA | NA | … | … | 2.61 | 19.90 | 7.86 | 9.07 | 27.37 | 12.95 | 46.16 |
| Draw Down(%) | NA | 1.39 | 3.72 | 35.10 | NA | NA | NA | … | … | 1.39 | 0.01 | 0.28 | 3.72 | 35.10 | 1.09 | 33.50 |
| Yield(%) | 0.00 | 4.40 | 5.09 | 3.46 | 2.70 | 1.80 | 1.35 | … | … | 0.87 | 4.40 | 4.73 | 5.09 | 3.48 | 4.08 | 4.22 |
Data as of 06/05/2026, Common starting date is 01/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTAF (Intact Financial Corporation) |
-5.51%
Feb 2022 – Feb 2025 |
3.92%
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 |
|---|---|---|---|---|
| INTAF (Intact Financial Corporation) |
18.74%
Dec 2022 – Dec 2025 |
13.52%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart