Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLFIF (Sun Life Financial Inc) | NA | 5.58% | -3.37% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLFIF (Sun Life Financial Inc) | 06/23/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.58 | -3.37 | NA | NA | NA | NA | … | … | 15.18 | -25.61 | 4.23 | 0.89 | 2.10 |
| Sharpe Ratio | NA | 0.14 | -0.39 | NA | NA | NA | NA | … | … | 1.05 | -1.11 | 0.28 | -0.14 | 2.04 |
| Standard Deviation(%) | NA | 18.31 | 17.51 | NA | NA | NA | NA | … | … | 17.29 | 26.26 | 2.07 | 3.87 | 1.95 |
| Draw Down(%) | NA | 8.52 | 27.88 | NA | NA | NA | NA | … | … | 8.52 | 27.88 | 0.00 | 3.20 | 0.02 |
| Yield(%) | 0.00 | 5.18 | 4.08 | 3.37 | 1.68 | 1.12 | 0.84 | … | … | 4.30 | 4.08 | 4.08 | 3.99 | 2.00 |
Data as of 09/26/2025, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLFIF (Sun Life Financial Inc) |
-7.86%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLFIF (Sun Life Financial Inc) |
3.09%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart