Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PKIUF (Parkland Corporation) NA 29.55% 18.71% 4.97% 8.99% 10.93% NA
Data as of 11/04/2025, Common starting date is 04/27/2010
More Performance Analytics Comparison
Name Start Date End Date
PKIUF (Parkland Corporation) 04/27/2010 11/04/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -1.67 29.55 18.71 4.97 8.99 10.93 NA 30.28 -22.17 42.66 -16.93 -11.00 -9.82 46.60 24.82 6.08 31.08 -6.07 12.56 -2.79 64.50 17.37 7.00
Sharpe Ratio NA 0.87 0.46 0.08 0.20 NA NA 1.17 -0.79 1.12 -0.47 -0.42 -0.14 1.88 0.82 0.24 0.91 -0.17 0.48 -0.11 3.02 0.48 0.34
Standard Deviation(%) NA 30.64 33.03 33.44 36.87 NA NA 29.17 32.72 35.29 39.49 26.30 71.38 24.04 28.78 23.13 34.04 36.18 26.00 26.37 21.56 36.36 30.23
Draw Down(%) NA 20.56 35.17 44.76 62.98 NA NA 20.56 34.13 12.97 40.78 24.32 62.98 9.71 34.55 19.77 19.53 37.78 16.36 22.58 8.57 40.17 19.45
Yield(%) 0.00 4.51 5.26 3.64 5.32 7.87 6.38 3.46 3.24 4.63 3.57 3.09 2.44 3.59 4.18 4.28 5.04 4.51 5.03 5.05 8.18 9.14 7.71
Data as of 11/04/2025, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PKIUF (Parkland Corporation) -13.00%
Nov 2019 – Nov 2022
-5.84%
Dec 2019 – Dec 2024
5.12%
Apr 2015 – Apr 2025
11.11%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PKIUF (Parkland Corporation) 38.02%
Sep 2011 – Sep 2014
28.95%
Sep 2011 – Sep 2016
17.70%
Sep 2011 – Sep 2021
12.69%
May 2010 – May 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return