Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOGO (Mogo Inc) | -2.80% | -23.53% | 20.80% | -24.85% | NA | NA | NA | … | … |
Data as of 01/05/2026, Common starting date is 04/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOGO (Mogo Inc) | 04/19/2018 | 01/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | -23.53 | 20.80 | -24.85 | NA | NA | NA | … | … | -2.80 | -23.53 | -29.35 | 247.17 | -84.50 | -9.28 | 46.69 | 7.73 | -19.10 |
| Sharpe Ratio | NA | -0.21 | 0.16 | -0.26 | NA | NA | NA | … | … | -1.02 | -0.23 | -0.54 | 1.94 | -0.91 | -0.08 | 0.34 | 0.08 | -0.35 |
| Standard Deviation(%) | NA | 113.66 | 105.54 | 104.41 | NA | NA | NA | … | … | 97.63 | 114.12 | 67.42 | 127.07 | 94.48 | 110.06 | 134.09 | 75.94 | 78.49 |
| Draw Down(%) | NA | 60.70 | 67.11 | 96.51 | NA | NA | NA | … | … | 5.61 | 59.53 | 57.21 | 55.26 | 88.83 | 72.45 | 81.33 | 39.75 | 48.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.26 | 0.17 | 0.13 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.24 | 0.00 |
Data as of 01/05/2026, Common starting date is 04/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOGO (Mogo Inc) |
-43.89%
Oct 2021 – Oct 2024 |
-25.58%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOGO (Mogo Inc) |
47.60%
May 2018 – May 2021 |
10.39%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart