Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUNSF (iShares S&P/TSX Capped Energy Index ETF) | 40.03% | 74.20% | 24.36% | 26.65% | 10.52% | 1.92% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUNSF (iShares S&P/TSX Capped Energy Index ETF) | 03/16/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 74.20 | 24.36 | 26.65 | 10.52 | 1.92 | NA | … | … | 40.03 | 11.28 | 9.34 | -4.14 | 57.58 | 78.23 | -21.25 | -2.21 | -25.53 | -10.63 | 47.42 | -38.19 | -23.09 | 4.89 | 2.25 | -17.59 | 10.56 | 91.23 | -88.52 | 30.62 |
| Sharpe Ratio | NA | 3.32 | 1.14 | 0.91 | 0.23 | NA | NA | … | … | 4.70 | 0.48 | 0.35 | -0.49 | 1.83 | 1.57 | -0.24 | -0.13 | -0.85 | -0.75 | 1.49 | -1.19 | -1.15 | 0.59 | 0.09 | -0.42 | 0.31 | 1.79 | -0.54 | 1.89 |
| Standard Deviation(%) | NA | 21.54 | 18.56 | 26.53 | 38.64 | NA | NA | … | … | 26.69 | 17.62 | 16.42 | 15.99 | 30.82 | 49.67 | 88.57 | 27.88 | 31.94 | 15.02 | 31.63 | 32.05 | 20.04 | 8.27 | 23.89 | 41.85 | 33.30 | 50.93 | 165.28 | 19.58 |
| Draw Down(%) | NA | 5.23 | 16.53 | 26.20 | 78.47 | NA | NA | … | … | 5.23 | 10.55 | 9.58 | 15.09 | 13.51 | 26.20 | 69.43 | 22.33 | 35.54 | 16.17 | 19.25 | 40.35 | 32.38 | 5.19 | 22.64 | 43.64 | 19.00 | 13.67 | 91.62 | 8.88 |
| Yield(%) | 0.00 | 3.60 | 3.23 | 4.83 | 2.60 | 1.26 | 0.45 | … | … | 0.00 | 4.02 | 1.59 | 3.73 | 4.48 | 2.27 | 2.05 | 2.81 | 1.63 | 1.24 | 1.94 | 2.25 | 2.07 | 2.50 | 2.25 | 1.56 | 1.70 | 4.21 | 0.74 | 0.76 |
Data as of 06/03/2026, Common starting date is 03/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUNSF (iShares S&P/TSX Capped Energy Index ETF) |
-40.94%
May 2007 – May 2010 |
-30.86%
May 2008 – May 2013 |
-19.77%
Jun 2008 – Jun 2018 |
-12.09%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUNSF (iShares S&P/TSX Capped Energy Index ETF) |
78.74%
Apr 2020 – Apr 2023 |
43.26%
Apr 2020 – Apr 2025 |
14.42%
Mar 2016 – Mar 2026 |
4.80%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart