Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBLCF (Loblaw Companies Limited) | 0.78% | 10.41% | 29.11% | 25.38% | 14.09% | 11.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBLCF (Loblaw Companies Limited) | 11/24/2006 | 06/04/2026 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.34 | 10.41 | 29.11 | 25.38 | 14.09 | 11.92 | NA | … | … | 0.78 | 39.06 | 37.05 | 8.70 | 11.41 | 68.48 | -1.87 | 16.86 | -15.88 | 4.51 | 13.53 | -11.09 | 37.27 | -0.83 | 11.58 | -4.59 | 28.97 | 15.66 | -15.10 | -16.21 | 4.03 |
| Sharpe Ratio | NA | 0.24 | 1.13 | 1.07 | 0.57 | NA | NA | … | … | -0.16 | 1.44 | 1.72 | 0.28 | 0.43 | 4.26 | -0.06 | 1.09 | -0.60 | 0.30 | 0.73 | -0.52 | 1.96 | -0.04 | 0.52 | -0.24 | 1.42 | 0.60 | -0.48 | -0.65 | 4.33 |
| Standard Deviation(%) | NA | 22.98 | 21.85 | 21.35 | 22.76 | NA | NA | … | … | 23.12 | 25.26 | 19.38 | 18.49 | 23.05 | 16.07 | 38.19 | 14.11 | 28.73 | 12.74 | 18.17 | 21.37 | 18.96 | 20.26 | 22.37 | 19.34 | 20.37 | 26.10 | 33.53 | 29.87 | 11.05 |
| Draw Down(%) | NA | 14.07 | 14.07 | 18.92 | 28.63 | NA | NA | … | … | 14.07 | 9.77 | 6.93 | 13.21 | 18.92 | 8.32 | 18.93 | 10.44 | 27.77 | 9.31 | 15.51 | 16.51 | 9.60 | 18.80 | 18.92 | 19.81 | 7.38 | 21.93 | 36.76 | 38.27 | 1.41 |
| Yield(%) | 0.00 | 0.43 | 1.08 | 1.68 | 1.75 | 2.19 | 2.19 | … | … | 0.23 | 0.73 | 1.11 | 1.10 | 1.57 | 2.24 | 1.87 | 2.25 | 1.77 | 1.56 | 1.70 | 1.41 | 2.20 | 2.26 | 2.25 | 2.07 | 2.62 | 2.94 | 2.42 | 1.99 | 0.51 |
Data as of 06/04/2026, Common starting date is 11/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBLCF (Loblaw Companies Limited) |
-6.30%
Dec 2006 – Dec 2009 |
-6.06%
Jun 2007 – Jun 2012 |
3.22%
Jul 2007 – Jul 2017 |
5.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBLCF (Loblaw Companies Limited) |
32.25%
Feb 2021 – Feb 2024 |
32.61%
Feb 2021 – Feb 2026 |
16.11%
Jan 2016 – Jan 2026 |
12.82%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart