Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBKCF (National Bank of Canada) | NA | 13.92% | 28.47% | 19.52% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/26/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBKCF (National Bank of Canada) | 02/26/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.92 | 28.47 | 19.52 | NA | NA | NA | … | … | 8.60 | 13.44 | 69.15 | 7.24 | 7.26 | -24.51 |
| Sharpe Ratio | NA | 0.66 | 0.92 | 0.82 | NA | NA | NA | … | … | 0.50 | 1.40 | 1.49 | 1.69 | 2.09 | -0.79 |
| Standard Deviation(%) | NA | 16.41 | 27.31 | 21.26 | NA | NA | NA | … | … | 17.89 | 7.02 | 44.27 | 3.45 | 3.46 | 35.75 |
| Draw Down(%) | NA | 9.24 | 9.24 | 9.24 | NA | NA | NA | … | … | 9.24 | 2.11 | 5.00 | 0.02 | 0.02 | 28.02 |
| Yield(%) | 0.00 | 7.00 | 11.76 | 9.83 | 3.79 | 2.53 | 1.89 | … | … | 5.10 | 9.44 | 10.86 | 6.93 | 6.93 | 3.76 |
Data as of 09/26/2025, Common starting date is 02/26/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBKCF (National Bank of Canada) |
-3.71%
Mar 2020 – Mar 2023 |
11.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBKCF (National Bank of Canada) |
30.58%
Jan 2022 – Jan 2025 |
19.86%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart