Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PBA (Pembina Pipeline Corporation) | 3.27% | 1.00% | 5.15% | 15.46% | 9.20% | NA | NA | 11.17% |
Data as of 07/31/2025, AR inception is 10/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBA (Pembina Pipeline Corporation) | 10/07/2010 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 1.00 | 5.15 | 15.46 | 9.20 | NA | NA | 11.17 | 3.27 | 13.15 | 7.78 | 18.34 | 36.90 | -30.98 | 33.12 | -13.21 | 23.50 | 54.64 | -35.71 | 7.96 | 29.60 | 4.00 | 43.31 | 5.78 |
| Sharpe Ratio | NA | -0.08 | 0.09 | 0.52 | 0.22 | NA | NA | 0.30 | 0.03 | 0.65 | 0.22 | 0.59 | 1.45 | -0.37 | 2.23 | -0.57 | 1.24 | 1.88 | -1.12 | 0.31 | 1.65 | 0.20 | 1.97 | 1.16 |
| Standard Deviation(%) | NA | 21.18 | 21.07 | 24.28 | 34.89 | NA | NA | 31.43 | 24.39 | 14.63 | 19.07 | 28.81 | 25.47 | 84.16 | 14.17 | 25.83 | 18.53 | 28.93 | 31.96 | 25.58 | 17.89 | 20.20 | 21.95 | 23.19 |
| Draw Down(%) | NA | 17.92 | 20.12 | 27.36 | 70.87 | NA | NA | 70.87 | 13.99 | 16.20 | 17.48 | 27.36 | 14.94 | 70.87 | 8.52 | 19.26 | 9.95 | 12.87 | 39.96 | 34.16 | 15.11 | 19.17 | 13.95 | 5.97 |
| Yield(%) | 0.00 | 5.11 | 5.08 | 7.98 | 6.92 | 9.02 | 6.76 | 9.66 | 2.66 | 5.81 | 5.91 | 6.37 | 8.40 | 5.10 | 7.61 | 5.13 | 7.09 | 9.37 | 5.65 | 4.93 | 5.65 | 5.42 | 7.20 | 1.87 |
Data as of 07/31/2025, AR inception is 10/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBA (Pembina Pipeline Corporation) |
-9.51%
Mar 2017 - Mar 2020 |
-3.07%
Mar 2015 - Mar 2020 |
5.53%
Dec 2014 - Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBA (Pembina Pipeline Corporation) |
27.97%
Mar 2020 - Mar 2023 |
23.68%
Mar 2020 - Mar 2025 |
10.46%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart