Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUTSF (iShares S&P/TSX 60 Index ETF) | NA | -15.83% | 5.06% | 6.13% | 4.97% | NA | NA | … | … |
Data as of 06/02/2022, Common starting date is 04/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUTSF (iShares S&P/TSX 60 Index ETF) | 04/22/2009 | 06/02/2022 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | -15.83 | 5.06 | 6.13 | 4.97 | NA | NA | … | … | 1.12 | 20.64 | 5.12 | 20.39 | -15.16 | 13.26 | 19.79 | -23.95 | 0.05 | 1.87 | 11.66 | -13.81 | 14.96 | 44.97 |
| Sharpe Ratio | NA | -0.37 | 0.15 | 0.23 | 0.14 | NA | NA | … | … | 0.04 | 2.57 | 0.13 | 1.93 | -1.48 | 1.22 | 0.95 | -0.35 | 0.00 | 0.14 | 0.72 | -0.51 | 0.64 | 1.93 |
| Standard Deviation(%) | NA | 42.67 | 30.44 | 23.61 | 29.23 | NA | NA | … | … | 55.95 | 13.26 | 37.74 | 9.84 | 11.10 | 10.43 | 20.49 | 67.56 | 15.81 | 13.24 | 16.23 | 26.88 | 23.18 | 36.34 |
| Draw Down(%) | NA | 22.58 | 39.57 | 39.57 | 43.40 | NA | NA | … | … | 13.04 | 2.84 | 40.02 | 4.25 | 17.28 | 5.75 | 13.97 | 37.06 | 15.56 | 12.35 | 16.35 | 29.66 | 11.17 | 16.34 |
| Yield(%) | 0.00 | 0.00 | 1.29 | 2.09 | 2.21 | 2.00 | 1.50 | … | … | 0.00 | 0.00 | 2.24 | 3.39 | 2.75 | 2.84 | 2.46 | 2.54 | 2.75 | 0.41 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/02/2022, Common starting date is 04/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUTSF (iShares S&P/TSX 60 Index ETF) |
-9.12%
Jan 2013 – Jan 2016 |
-6.65%
Feb 2011 – Feb 2016 |
-0.10%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUTSF (iShares S&P/TSX 60 Index ETF) |
13.42%
May 2018 – May 2021 |
12.57%
Jun 2016 – Jun 2021 |
5.08%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart