Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFC (Manulife Financial Corporation) | 9.18% | 26.45% | 32.38% | 18.74% | 15.45% | 10.57% | 5.08% | … | … |
Data as of 06/04/2026, Common starting date is 09/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFC (Manulife Financial Corporation) | 09/24/1999 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.43 | 26.45 | 32.38 | 18.74 | 15.45 | 10.57 | 5.08 | … | … | 9.18 | 22.95 | 45.16 | 31.14 | -1.21 | 12.15 | -4.78 | 49.22 | -29.32 | 20.97 | 23.76 | -19.14 | 0.02 | 49.72 | 33.59 | -35.95 | -3.30 | 14.09 | -56.64 | 23.37 | 17.23 | 30.17 | 46.26 | 53.00 | -14.67 | -15.45 | 151.53 | 4.10 |
| Sharpe Ratio | NA | 1.08 | 1.26 | 0.65 | 0.47 | NA | NA | … | … | 0.68 | 0.75 | 1.96 | 1.37 | -0.09 | 0.56 | -0.09 | 2.48 | -1.34 | 1.11 | 0.70 | -0.80 | 0.00 | 2.39 | 1.06 | -0.84 | -0.09 | 0.19 | -0.94 | 1.01 | 0.86 | 1.85 | 2.51 | 2.48 | -0.49 | -0.54 | 4.22 | 0.44 |
| Standard Deviation(%) | NA | 20.67 | 23.24 | 24.15 | 28.57 | NA | NA | … | … | 24.10 | 26.71 | 21.25 | 20.22 | 29.10 | 21.74 | 57.63 | 19.22 | 23.02 | 18.32 | 33.44 | 24.10 | 19.77 | 20.76 | 31.79 | 42.96 | 37.42 | 74.22 | 60.98 | 20.13 | 16.07 | 15.10 | 18.01 | 21.11 | 32.58 | 33.69 | 34.94 | 28.27 |
| Draw Down(%) | NA | 12.49 | 16.75 | 27.00 | 57.40 | NA | NA | … | … | 12.49 | 16.75 | 11.25 | 13.09 | 27.00 | 16.16 | 57.40 | 12.83 | 35.79 | 12.87 | 24.03 | 23.95 | 15.69 | 12.57 | 27.83 | 47.20 | 45.23 | 64.42 | 64.99 | 14.34 | 8.23 | 5.90 | 10.59 | 10.52 | 40.75 | 25.44 | 14.78 | 15.65 |
| Yield(%) | 0.92 | 4.19 | 6.40 | 5.45 | 6.49 | 4.98 | 2.48 | … | … | 1.95 | 4.11 | 5.36 | 6.03 | 5.22 | 5.32 | 5.43 | 5.26 | 3.38 | 3.51 | 3.80 | 2.77 | 3.30 | 3.68 | 4.72 | 3.03 | 2.63 | 5.25 | 2.96 | 2.47 | 2.13 | 2.46 | 2.74 | 3.47 | 2.34 | 1.59 | 2.72 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFC (Manulife Financial Corporation) |
-32.33%
Oct 2007 – Oct 2010 |
-20.08%
Oct 2007 – Oct 2012 |
-5.12%
Feb 2006 – Feb 2016 |
-2.66%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFC (Manulife Financial Corporation) |
42.82%
Dec 2002 – Dec 2005 |
37.08%
Oct 2002 – Oct 2007 |
16.04%
Jan 2016 – Jan 2026 |
11.73%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart