Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STLJF (Stella-Jones Inc) | -6.82% | 6.07% | 9.62% | 10.48% | 5.99% | 14.38% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLJF (Stella-Jones Inc) | 04/25/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.00 | 6.07 | 9.62 | 10.48 | 5.99 | 14.38 | NA | … | … | -6.82 | 28.95 | -13.61 | 67.02 | 13.83 | -11.67 | 28.73 | 4.32 | -29.17 | 24.36 | -14.87 | 37.39 | 9.77 | 28.21 | 115.24 | -4.87 |
| Sharpe Ratio | NA | 0.05 | 0.21 | 0.23 | 0.13 | NA | NA | … | … | -0.86 | 0.89 | -0.60 | 1.85 | 0.41 | -0.46 | 0.68 | 0.14 | -1.85 | 1.16 | -0.45 | 1.20 | 0.36 | 1.24 | 4.77 | -0.37 |
| Standard Deviation(%) | NA | 28.84 | 30.65 | 30.65 | 28.65 | NA | NA | … | … | 32.01 | 29.51 | 28.89 | 34.68 | 30.35 | 25.56 | 41.96 | 20.76 | 16.57 | 20.47 | 33.45 | 31.08 | 27.05 | 22.69 | 24.45 | 18.81 |
| Draw Down(%) | NA | 28.24 | 35.22 | 35.53 | 58.65 | NA | NA | … | … | 28.24 | 14.95 | 29.71 | 13.55 | 25.70 | 31.14 | 44.03 | 24.26 | 30.95 | 11.07 | 25.48 | 25.71 | 14.35 | 10.83 | 3.90 | 14.69 |
| Yield(%) | 0.44 | 1.68 | 1.84 | 1.99 | 1.55 | 4.88 | 3.39 | … | … | 0.78 | 1.77 | 1.41 | 1.93 | 1.96 | 1.68 | 1.56 | 1.50 | 0.90 | 1.05 | 0.81 | 0.85 | 0.93 | 0.74 | 1.68 | 0.69 |
Data as of 06/04/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLJF (Stella-Jones Inc) |
-10.33%
Apr 2017 – Apr 2020 |
-6.56%
May 2015 – May 2020 |
5.32%
Mar 2015 – Mar 2025 |
14.38%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLJF (Stella-Jones Inc) |
47.78%
Oct 2011 – Oct 2014 |
34.61%
May 2011 – May 2016 |
16.89%
May 2011 – May 2021 |
14.38%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart