Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRSHF (iShares Core S&P/TSX Capped Composite Index ETF) | NA | -8.51% | 7.40% | 7.36% | 4.94% | NA | NA | … | … |
Data as of 03/21/2023, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRSHF (iShares Core S&P/TSX Capped Composite Index ETF) | 08/06/2012 | 03/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.51 | 7.40 | 7.36 | 4.94 | NA | NA | … | … | 0.00 | -1.99 | 14.39 | 10.90 | 3.27 | -4.83 | 12.74 | 12.74 | -22.66 | 1.22 | 1.55 | 11.78 |
| Sharpe Ratio | NA | -0.76 | 0.27 | 0.32 | 0.25 | NA | NA | … | … | 0.00 | -0.24 | 2.17 | 0.27 | 0.20 | -0.61 | 1.75 | 0.49 | -1.85 | 0.11 | 0.24 | 1.83 |
| Standard Deviation(%) | NA | 13.01 | 26.08 | 20.83 | 17.82 | NA | NA | … | … | NA | 13.89 | 10.55 | 38.71 | 9.26 | 10.04 | 6.96 | 25.49 | 12.26 | 11.36 | 6.21 | 17.68 |
| Draw Down(%) | NA | 12.92 | 29.14 | 29.14 | 37.20 | NA | NA | … | … | 0.00 | 12.92 | 1.42 | 29.14 | 3.81 | 7.14 | 0.20 | 14.68 | 22.66 | 9.44 | 4.73 | 0.00 |
| Yield(%) | 0.00 | 2.67 | 2.89 | 3.09 | 2.64 | 1.95 | 1.46 | … | … | 0.00 | 2.82 | 2.25 | 3.19 | 3.29 | 2.79 | 2.82 | 3.20 | 2.52 | 2.72 | 0.50 | 0.00 |
Data as of 03/21/2023, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSHF (iShares Core S&P/TSX Capped Composite Index ETF) |
-8.85%
Jan 2013 – Jan 2016 |
-1.98%
Mar 2015 – Mar 2020 |
4.85%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRSHF (iShares Core S&P/TSX Capped Composite Index ETF) |
18.37%
Apr 2019 – Apr 2022 |
16.33%
Nov 2016 – Nov 2021 |
6.82%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart