Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMMBF (Pembina Pipeline Corporation CUM PFD SER A 21) | NA | 16.70% | 1.48% | 11.42% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMMBF (Pembina Pipeline Corporation CUM PFD SER A 21) | 09/20/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.70 | 1.48 | 11.42 | NA | NA | NA | … | … | 13.81 | 26.31 | -28.08 | 5.68 | 54.69 | -10.93 | 1.81 |
| Sharpe Ratio | NA | 0.80 | -0.07 | 0.34 | NA | NA | NA | … | … | 0.82 | 1.49 | -0.78 | 1.71 | 1.44 | -0.64 | 1.63 |
| Standard Deviation(%) | NA | 17.06 | 27.17 | 27.08 | NA | NA | NA | … | … | 19.78 | 15.20 | 41.23 | 2.50 | 37.99 | 17.40 | 3.40 |
| Draw Down(%) | NA | 6.91 | 35.42 | 35.42 | NA | NA | NA | … | … | 6.91 | 0.02 | 35.42 | 0.02 | 0.02 | 15.79 | 0.00 |
| Yield(%) | 0.00 | 6.80 | 5.25 | 7.57 | 3.77 | 2.51 | 1.88 | … | … | 5.05 | 8.06 | 5.24 | 5.49 | 6.80 | 5.31 | 1.81 |
Data as of 09/26/2025, Common starting date is 09/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMMBF (Pembina Pipeline Corporation CUM PFD SER A 21) |
-6.76%
Jul 2021 – Jul 2024 |
5.22%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMMBF (Pembina Pipeline Corporation CUM PFD SER A 21) |
13.82%
Jul 2020 – Jul 2023 |
11.42%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart