Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWCDF (Power Corporation of Canada) | 14.45% | 64.69% | 39.02% | 19.05% | 16.68% | 10.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWCDF (Power Corporation of Canada) | 02/17/2009 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.15 | 64.69 | 39.02 | 19.05 | 16.68 | 10.93 | NA | … | … | 14.45 | 77.98 | 15.15 | 29.07 | -24.57 | 52.91 | -2.71 | 51.85 | -25.52 | 19.48 | 12.34 | -20.55 | -5.74 | 22.45 | 15.00 | -12.00 | 4.74 | 86.63 |
| Sharpe Ratio | NA | 3.26 | 1.84 | 0.83 | 0.58 | NA | NA | … | … | 1.59 | 3.84 | 0.62 | 1.48 | -1.07 | 2.63 | -0.05 | 2.31 | -1.59 | 1.25 | 0.53 | -0.82 | -0.37 | 1.32 | 0.60 | -0.42 | 0.19 | 2.05 |
| Standard Deviation(%) | NA | 19.77 | 19.47 | 20.43 | 25.79 | NA | NA | … | … | 23.14 | 19.67 | 18.49 | 17.36 | 24.40 | 20.11 | 56.36 | 21.82 | 16.94 | 15.12 | 23.03 | 25.08 | 15.46 | 17.00 | 24.96 | 28.54 | 25.02 | 50.50 |
| Draw Down(%) | NA | 13.56 | 17.66 | 33.03 | 53.90 | NA | NA | … | … | 13.56 | 7.16 | 11.23 | 17.66 | 33.03 | 11.24 | 53.90 | 17.02 | 29.44 | 13.35 | 15.02 | 25.62 | 15.22 | 8.86 | 23.32 | 31.10 | 21.63 | 26.56 |
| Yield(%) | 0.00 | 4.75 | 6.45 | 5.13 | 6.55 | 4.87 | 7.31 | … | … | 0.92 | 5.75 | 5.74 | 6.63 | 4.56 | 8.36 | 6.36 | 7.19 | 4.85 | 4.92 | 4.89 | 3.45 | 3.52 | 4.34 | 4.82 | 4.27 | 4.15 | 7.41 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWCDF (Power Corporation of Canada) |
-6.52%
Oct 2013 – Oct 2016 |
-5.63%
Dec 2013 – Dec 2018 |
-1.53%
Mar 2010 – Mar 2020 |
5.60%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWCDF (Power Corporation of Canada) |
39.46%
May 2023 – May 2026 |
26.78%
Oct 2020 – Oct 2025 |
16.63%
May 2016 – May 2026 |
10.69%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart