Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBNAF (Pembina Pipeline Corporation) | 5.26% | 19.29% | 21.08% | 9.99% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBNAF (Pembina Pipeline Corporation) | 07/28/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.29 | 21.08 | 9.99 | NA | NA | NA | … | … | 5.26 | 21.09 | 18.65 | 28.88 | -17.37 | 43.61 | 4.11 | -15.51 | 5.12 | -0.13 |
| Sharpe Ratio | NA | 1.87 | 0.77 | 0.36 | NA | NA | NA | … | … | 2.60 | 1.51 | 0.53 | 0.88 | -1.19 | 1.87 | 0.09 | -0.69 | 1.51 | -0.38 |
| Standard Deviation(%) | NA | 8.88 | 23.28 | 20.82 | NA | NA | NA | … | … | 4.17 | 12.10 | 28.13 | 28.79 | 15.88 | 23.32 | 43.22 | 24.51 | 2.49 | 2.91 |
| Draw Down(%) | NA | 2.77 | 18.18 | 25.22 | NA | NA | NA | … | … | 0.00 | 6.75 | 18.18 | 11.65 | 22.12 | 9.56 | 37.65 | 21.40 | 0.00 | 1.39 |
| Yield(%) | 0.00 | 7.25 | 8.93 | 7.08 | 5.87 | 3.91 | 2.93 | … | … | 3.33 | 7.35 | 8.27 | 7.57 | 9.27 | 8.36 | 11.01 | 5.50 | 4.96 | 2.48 |
Data as of 06/03/2026, Common starting date is 07/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBNAF (Pembina Pipeline Corporation) |
-8.20%
Oct 2017 – Oct 2020 |
1.87%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBNAF (Pembina Pipeline Corporation) |
27.56%
May 2020 – May 2023 |
25.30%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart