Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPGYF (Whitecap Resources Inc.) | NA | 13.12% | 11.20% | 38.68% | 4.68% | 28.12% | NA | … | … |
Data as of 09/18/2025, Common starting date is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPGYF (Whitecap Resources Inc.) | 01/03/2008 | 09/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.74 | 13.12 | 11.20 | 38.68 | 4.68 | 28.12 | NA | … | … | 18.08 | 13.41 | -10.19 | 39.12 | 60.56 | -2.25 | 44.77 | -53.77 | -18.36 | 43.77 | -29.43 | -13.22 | 45.72 | 7.79 | 31.97 | 3,305.56 | -48.57 | -10.26 |
| Sharpe Ratio | NA | 0.26 | 0.24 | 0.86 | 0.06 | NA | NA | … | … | 0.55 | 0.36 | -0.44 | 0.73 | 1.28 | -0.02 | 0.96 | -1.32 | -0.56 | 0.81 | -0.60 | -0.36 | 1.99 | 0.19 | 0.85 | 13.09 | -0.35 | -0.22 |
| Standard Deviation(%) | NA | 39.01 | 35.07 | 42.53 | 53.02 | NA | NA | … | … | 42.59 | 26.86 | 31.45 | 52.10 | 47.33 | 106.64 | 45.18 | 41.96 | 33.82 | 53.87 | 49.35 | 36.91 | 22.92 | 42.08 | 37.65 | 252.52 | 138.59 | 52.27 |
| Draw Down(%) | NA | 36.39 | 36.39 | 40.82 | 93.57 | NA | NA | … | … | 30.22 | 19.62 | 25.62 | 40.82 | 28.97 | 87.17 | 39.26 | 63.74 | 29.67 | 34.95 | 48.47 | 47.25 | 11.89 | 39.36 | 20.96 | 11.36 | 71.43 | 33.33 |
| Yield(%) | 0.00 | 6.88 | 6.82 | 18.02 | 3.52 | 81.26 | 60.94 | … | … | 4.82 | 7.91 | 6.25 | 4.85 | 4.38 | 3.78 | 7.23 | 3.30 | 2.37 | 4.42 | 5.57 | 5.58 | 6.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/18/2025, Common starting date is 01/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGYF (Whitecap Resources Inc.) |
-49.99%
Mar 2017 – Mar 2020 |
-37.40%
Mar 2015 – Mar 2020 |
-5.23%
Oct 2010 – Oct 2020 |
26.30%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGYF (Whitecap Resources Inc.) |
318.12%
Aug 2009 – Aug 2012 |
183.42%
Aug 2009 – Aug 2014 |
44.13%
Aug 2009 – Aug 2019 |
39.19%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart