Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUSPF (iShares S&P/TSX Capped REIT Index ETF) | NA | 44.65% | 9.36% | 8.78% | 4.70% | NA | NA | … | … |
Data as of 08/24/2021, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUSPF (iShares S&P/TSX Capped REIT Index ETF) | 04/07/2011 | 08/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 44.65 | 9.36 | 8.78 | 4.70 | NA | NA | … | … | 42.03 | -22.68 | 23.01 | 8.15 | 11.46 | 18.75 | -19.85 | 1.96 | -17.27 | 16.69 | -3.57 |
| Sharpe Ratio | NA | 2.69 | 0.34 | 0.40 | 0.24 | NA | NA | … | … | 3.51 | -0.59 | 2.88 | 0.80 | 1.68 | 0.94 | -1.09 | 0.18 | -1.40 | 1.26 | -0.28 |
| Standard Deviation(%) | NA | 16.62 | 25.15 | 20.08 | 18.00 | NA | NA | … | … | 20.70 | 38.74 | 7.50 | 8.59 | 6.46 | 19.80 | 18.21 | 10.61 | 12.32 | 13.28 | 17.28 |
| Draw Down(%) | NA | 2.31 | 33.83 | 33.83 | 41.80 | NA | NA | … | … | 2.31 | 33.83 | 0.43 | 6.39 | 2.88 | 11.39 | 25.84 | 9.56 | 19.34 | 10.04 | 10.86 |
| Yield(%) | 0.00 | 3.87 | 4.12 | 4.47 | 3.28 | 2.03 | 1.52 | … | … | 2.04 | 3.51 | 5.10 | 4.97 | 4.78 | 6.01 | 4.70 | 5.06 | 0.32 | 0.00 | 0.00 |
Data as of 08/24/2021, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSPF (iShares S&P/TSX Capped REIT Index ETF) |
-14.22%
Jan 2013 – Jan 2016 |
-3.10%
Jul 2012 – Jul 2017 |
3.48%
May 2011 – May 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSPF (iShares S&P/TSX Capped REIT Index ETF) |
15.86%
Feb 2016 – Feb 2019 |
10.21%
Jan 2016 – Jan 2021 |
3.97%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart