Performance Comparison
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
