Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
STN (Stantec Inc.) -20.05% -28.28% 8.17% 12.09% 12.68% 13.03% 11.24%
Data as of 06/04/2026, Common starting date is 08/05/2005
More Performance Analytics Comparison
Name Start Date End Date
STN (Stantec Inc.) 08/05/2005 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 2010 2009 2008 2007 2006 2005
Annualized Return (%) -0.50 -28.28 8.17 12.09 12.68 13.03 11.24 -20.05 21.08 -1.44 68.77 -13.75 75.77 16.56 32.63 -20.42 12.30 3.28 -8.42 -10.58 56.63 49.86 -2.57 -3.02 16.76 -36.70 79.48 27.51 12.91
Sharpe Ratio NA -1.04 0.26 0.38 0.43 NA NA -1.21 0.69 -0.25 2.97 -0.56 3.66 0.46 1.43 -0.94 0.56 0.10 -0.32 -0.48 2.45 1.58 -0.08 -0.11 0.35 -0.56 2.52 0.84 1.43
Standard Deviation(%) NA 28.07 25.50 25.12 25.54 NA NA 36.40 26.65 20.36 22.17 27.27 20.70 35.13 21.81 23.19 20.85 32.03 26.16 22.11 23.12 31.85 34.20 27.13 47.64 67.16 30.47 28.84 22.55
Draw Down(%) NA 35.76 35.76 35.76 35.76 NA NA 28.90 19.06 12.59 12.58 26.81 8.92 32.18 14.86 24.77 19.75 18.21 26.19 26.81 9.20 20.23 33.60 25.52 42.08 67.42 18.73 24.18 8.98
Yield(%) 0.00 0.63 1.02 1.40 2.05 3.08 3.09 0.18 0.82 0.77 1.22 0.98 2.15 1.62 2.63 1.48 1.52 1.40 1.19 1.11 1.50 2.13 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 08/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STN (Stantec Inc.) -12.23%
Jun 2007 – Jun 2010
-7.11%
Aug 2014 – Aug 2019
4.19%
May 2007 – May 2017
7.37%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STN (Stantec Inc.) 44.98%
Sep 2011 – Sep 2014
32.38%
Oct 2020 – Oct 2025
18.89%
Sep 2015 – Sep 2025
18.24%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return