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
PNDDF (Pender Growth Fund Inc) NA 0.00% 39.40% 16.94% NA NA NA
Data as of 12/01/2022, Common starting date is 10/06/2017
More Performance Analytics Comparison
Name Start Date End Date
PNDDF (Pender Growth Fund Inc) 10/06/2017 12/01/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.02 0.00 39.40 16.94 NA NA NA 0.00 119.69 36.57 -2.03 -27.07 -5.21
Sharpe Ratio NA -34.93 1.03 0.47 NA NA NA -36.41 2.30 1.01 -0.11 -0.92 -1.19
Standard Deviation(%) NA 0.03 37.60 34.39 NA NA NA 0.03 51.95 35.70 31.39 30.78 18.06
Draw Down(%) NA 0.02 21.62 44.02 NA NA NA 0.02 9.53 19.36 21.49 34.18 8.81
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/01/2022, Common starting date is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNDDF (Pender Growth Fund Inc) -8.40%
Nov 2017 – Nov 2020
16.94%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PNDDF (Pender Growth Fund Inc) 47.22%
Mar 2019 – Mar 2022
16.94%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return