Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJR (Shaw Communications Inc Class B) | NA | -0.11% | 29.53% | 14.40% | 7.02% | 7.55% | 13.13% | … | … |
Data as of 04/03/2023, Common starting date is 07/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJR (Shaw Communications Inc Class B) | 07/01/1998 | 04/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.67 | -0.11 | 29.53 | 14.40 | 7.02 | 7.55 | 13.13 | … | … | 6.39 | 1.51 | 81.51 | -8.94 | 12.16 | -20.76 | 13.81 | 16.70 | -36.31 | 10.89 | 5.92 | 15.65 | -7.06 | 3.94 | 16.35 | -25.34 | 49.35 | 46.26 | 18.53 | 17.85 | 50.97 | -51.51 | -7.83 | 38.87 | 36.95 | 17.27 |
| Sharpe Ratio | NA | 0.04 | 1.06 | 0.51 | 0.29 | NA | NA | … | … | 1.73 | 0.01 | 2.19 | -0.23 | -0.76 | -2.23 | -0.35 | -0.92 | -2.63 | -0.52 | -0.65 | -0.17 | -1.03 | -0.68 | -0.07 | -1.03 | 1.05 | 1.11 | -0.14 | -0.08 | 1.04 | -1.36 | -1.06 | -0.66 | 1.63 | 2.32 |
| Standard Deviation(%) | NA | 24.62 | 29.13 | 28.71 | 23.95 | NA | NA | … | … | 13.01 | 24.45 | 37.23 | 39.74 | 14.57 | 18.97 | 15.42 | 18.87 | 20.84 | 14.59 | 19.44 | 16.91 | 24.74 | 21.42 | 31.59 | 43.26 | 26.25 | 21.76 | 17.94 | 21.94 | 30.43 | 52.23 | 27.77 | 44.93 | 38.01 | 41.81 |
| Draw Down(%) | NA | 20.70 | 20.86 | 40.24 | 41.97 | NA | NA | … | … | 4.83 | 20.86 | 6.46 | 39.97 | 10.48 | 22.99 | 8.20 | 8.16 | 37.16 | 9.98 | 12.77 | 14.87 | 18.10 | 16.02 | 27.85 | 40.00 | 16.84 | 11.65 | 11.08 | 16.51 | 26.97 | 69.04 | 25.03 | 31.09 | 41.83 | 34.33 |
| Yield(%) | 0.00 | 2.88 | 5.93 | 4.87 | 4.12 | 4.79 | 14.11 | … | … | 0.74 | 3.05 | 5.55 | 4.35 | 5.30 | 4.35 | 5.99 | 5.76 | 3.45 | 4.52 | 4.28 | 4.78 | 4.30 | 4.12 | 4.03 | 3.00 | 3.33 | 4.47 | 1.70 | 2.34 | 0.81 | 0.24 | 0.29 | 0.30 | 0.00 | 0.00 |
Data as of 04/03/2023, Common starting date is 07/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJR (Shaw Communications Inc Class B) |
-28.96%
Feb 2000 – Feb 2003 |
-6.09%
Feb 2000 – Feb 2005 |
2.16%
Oct 2010 – Oct 2020 |
3.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJR (Shaw Communications Inc Class B) |
50.56%
Oct 2004 – Oct 2007 |
45.86%
Sep 2002 – Sep 2007 |
21.71%
Feb 2003 – Feb 2013 |
16.17%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart