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
QBCRF (Quebecor Inc) 31.67% 74.00% 32.62% 16.79% 16.14% 14.92% NA
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
Name Start Date End Date
QBCRF (Quebecor Inc) 04/27/2010 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
Annualized Return (%) 0.77 74.00 32.62 16.79 16.14 14.92 NA 31.67 76.77 1.09 12.03 0.27 -10.96 4.02 22.20 11.47 37.64 13.26 -11.28 11.05 31.22 30.12 1.46 -12.14
Sharpe Ratio NA 3.47 1.18 0.58 0.58 NA NA 3.69 3.36 -0.10 0.31 -0.04 -0.52 0.11 0.97 0.42 1.56 0.67 -0.38 0.52 1.84 1.31 0.04 -0.93
Standard Deviation(%) NA 22.46 24.52 24.65 24.98 NA NA 24.24 22.13 24.25 27.62 28.18 21.06 33.98 21.28 24.15 23.87 19.44 30.02 21.17 16.91 23.23 34.44 18.62
Draw Down(%) NA 11.14 21.08 33.03 36.12 NA NA 11.14 11.12 20.93 22.36 31.39 24.38 26.94 14.41 11.62 7.14 14.27 33.97 15.47 6.87 14.94 24.73 13.57
Yield(%) 0.59 3.75 4.50 3.63 4.57 5.65 4.11 1.55 4.55 3.99 5.00 4.16 3.42 2.31 1.42 0.53 0.43 0.57 0.29 0.32 1.65 2.62 2.60 1.24
Data as of 06/04/2026, 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
QBCRF (Quebecor Inc) -4.30%
Apr 2021 – Apr 2024
-0.25%
Apr 2019 – Apr 2024
6.96%
Oct 2013 – Oct 2023
10.78%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QBCRF (Quebecor Inc) 32.50%
May 2023 – May 2026
18.94%
Sep 2015 – Sep 2020
16.11%
May 2016 – May 2026
14.90%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return