Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ISDJF (iShares Canadian Select Dividend Index ETF) NA -19.16% 4.27% 3.59% 2.71% NA NA
Data as of 01/12/2023, Common starting date is 02/01/2012
More Performance Analytics Comparison
Name Start Date End Date
ISDJF (iShares Canadian Select Dividend Index ETF) 02/01/2012 01/12/2023
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 -19.16 4.27 3.59 2.71 NA NA 1.87 -7.56 25.25 -3.30 11.17 -13.05 7.32 24.85 -27.61 -8.53 6.89 1.99
Sharpe Ratio NA -0.64 0.11 0.10 0.10 NA NA NA -0.39 2.05 -0.08 1.36 -1.43 0.48 0.95 -1.38 -0.73 0.61 0.16
Standard Deviation(%) NA 22.53 34.93 26.29 21.94 NA NA 0.00 19.54 20.16 46.70 7.18 10.02 13.95 25.76 19.99 11.67 11.16 13.67
Draw Down(%) NA 20.65 34.19 34.19 39.22 NA NA 0.00 16.50 4.20 34.19 1.42 13.65 8.83 8.22 27.61 13.93 10.43 14.16
Yield(%) 0.00 2.66 3.53 3.62 3.12 2.18 1.63 0.00 2.66 2.80 4.43 4.27 4.15 3.64 4.84 3.82 3.87 0.35 0.00
Data as of 01/12/2023, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISDJF (iShares Canadian Select Dividend Index ETF) -11.74%
Jan 2013 – Jan 2016
-3.61%
May 2015 – May 2020
3.51%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISDJF (iShares Canadian Select Dividend Index ETF) 16.05%
May 2019 – May 2022
13.34%
Mar 2016 – Mar 2021
4.73%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return