Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITSXF (iShares S&P/TSX Capped Financials Index ETF) | NA | 14.04% | 17.49% | 10.99% | 7.92% | NA | NA | … | … |
Data as of 04/25/2022, Common starting date is 02/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITSXF (iShares S&P/TSX Capped Financials Index ETF) | 02/02/2012 | 04/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 14.04 | 17.49 | 10.99 | 7.92 | NA | NA | … | … | 1.06 | 38.31 | -0.14 | 5.95 | -1.62 | 19.30 | 18.09 | -18.19 | 10.71 | 14.31 | 9.20 |
| Sharpe Ratio | NA | 1.49 | 0.68 | 0.49 | 0.43 | NA | NA | … | … | 3.45 | 2.49 | -0.01 | 0.25 | -0.36 | 1.70 | 1.82 | -0.95 | 0.70 | 1.60 | 1.03 |
| Standard Deviation(%) | NA | 9.54 | 25.14 | 21.14 | 17.51 | NA | NA | … | … | 0.93 | 15.39 | 38.22 | 18.06 | 8.23 | 11.04 | 9.81 | 19.09 | 15.21 | 8.91 | 9.90 |
| Draw Down(%) | NA | 2.45 | 30.70 | 30.70 | 30.70 | NA | NA | … | … | 0.00 | 2.45 | 30.70 | 13.52 | 8.74 | 9.02 | 4.60 | 18.38 | 11.16 | 2.41 | 5.34 |
| Yield(%) | 0.00 | 2.44 | 3.38 | 3.18 | 2.94 | 2.12 | 1.59 | … | … | 1.05 | 2.80 | 3.19 | 2.80 | 2.91 | 2.83 | 3.28 | 2.59 | 2.94 | 0.26 | 0.00 |
Data as of 04/25/2022, Common starting date is 02/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITSXF (iShares S&P/TSX Capped Financials Index ETF) |
-4.08%
Apr 2017 – Apr 2020 |
0.08%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITSXF (iShares S&P/TSX Capped Financials Index ETF) |
17.71%
Mar 2019 – Mar 2022 |
12.80%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart