Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJRWF (Shaw Communications Inc) | NA | 8.90% | 20.40% | 13.21% | NA | NA | NA | … | … |
Data as of 04/04/2023, Common starting date is 10/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJRWF (Shaw Communications Inc) | 10/26/2017 | 04/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 8.90 | 20.40 | 13.21 | NA | NA | NA | … | … | 2.01 | 8.20 | 46.78 | -4.08 | -4.68 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 2.65 | 0.65 | 0.52 | NA | NA | NA | … | … | 1.13 | 3.14 | 1.54 | -0.15 | -1.27 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 2.32 | 29.70 | 23.09 | NA | NA | NA | … | … | 2.26 | 2.18 | 53.32 | 29.19 | 4.80 | NA | NA |
| Draw Down(%) | NA | 0.01 | 23.33 | 23.70 | NA | NA | NA | … | … | 0.01 | 0.00 | 4.20 | 23.33 | 4.68 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.27 | 5.88 | 5.56 | 3.01 | 2.00 | 1.50 | … | … | 1.00 | 4.27 | 6.00 | 5.75 | 5.48 | 5.48 | 0.91 |
Data as of 04/04/2023, Common starting date is 10/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJRWF (Shaw Communications Inc) |
0.11%
Nov 2017 – Nov 2020 |
13.02%
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 |
|---|---|---|---|---|
| SJRWF (Shaw Communications Inc) |
20.41%
Mar 2020 – Mar 2023 |
13.21%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart