Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SU.TO (Suncor Energy TSE) | NA | 8.46% | -21.73% | -5.61% | 0.22% | -2.12% | 6.18% | … | … |
Data as of 08/23/2021, Common starting date is 01/12/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SU.TO (Suncor Energy TSE) | 01/12/1995 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.36 | 8.46 | -21.73 | -5.61 | 0.22 | -2.12 | 6.18 | … | … | 9.35 | -47.71 | 11.62 | -17.38 | 5.13 | 22.90 | -3.20 | -0.91 | 13.85 | 11.33 | -23.25 | 2.88 | 56.87 | -56.04 | 17.56 | 25.19 | 72.92 | 30.46 | 31.58 | -5.73 | 36.81 | 26.82 | 31.30 | -6.12 | 72.84 | 32.63 | 36.23 |
| Sharpe Ratio | NA | 0.31 | -0.47 | -0.16 | -0.01 | NA | NA | … | … | 0.42 | -0.67 | -0.56 | -1.52 | -0.83 | -0.39 | -0.78 | -0.80 | -0.22 | -0.28 | -1.13 | -0.58 | 0.66 | -1.00 | -0.17 | 0.08 | 1.48 | 0.38 | 0.61 | -0.75 | 0.53 | -1.11 | 1.80 | 1.00 | 0.83 | 2.39 | -1.62 |
| Standard Deviation(%) | NA | 45.73 | 47.42 | 38.86 | 33.65 | NA | NA | … | … | 35.51 | 71.75 | 20.70 | 25.70 | 16.98 | 28.55 | 27.89 | 24.33 | 21.33 | 25.94 | 36.83 | 27.19 | 57.87 | 75.31 | 26.49 | 34.48 | 35.01 | 28.44 | 20.26 | 34.22 | 30.25 | 37.66 | 31.23 | 27.34 | 31.26 | 14.44 | 14.90 |
| Draw Down(%) | NA | 31.00 | 70.26 | 70.76 | 70.76 | NA | NA | … | … | 28.21 | 66.11 | 20.46 | 35.63 | 17.39 | 20.41 | 19.55 | 32.90 | 20.31 | 25.89 | 45.51 | 22.52 | 26.53 | 73.98 | 13.21 | 26.88 | 19.32 | 14.63 | 13.46 | 24.18 | 15.01 | 24.11 | 16.71 | 20.27 | 14.18 | 8.62 | 7.60 |
| Yield(%) | 0.00 | 2.87 | 2.30 | 3.44 | 3.48 | 1.87 | 6.51 | … | … | 0.98 | 2.57 | 4.37 | 3.07 | 2.89 | 3.29 | 3.05 | 2.77 | 2.18 | 1.61 | 1.13 | 1.04 | 1.16 | 0.84 | 1.27 | 0.40 | 1.10 | 0.70 | 1.55 | 2.34 | 5.10 | 6.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, Common starting date is 01/12/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SU.TO (Suncor Energy TSE) |
-27.38%
Oct 2017 – Oct 2020 |
-14.42%
Oct 2015 – Oct 2020 |
-4.90%
Oct 2010 – Oct 2020 |
-2.96%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SU.TO (Suncor Energy TSE) |
60.97%
Apr 2003 – Apr 2006 |
41.90%
Jan 2001 – Jan 2006 |
35.15%
Apr 1996 – Apr 2006 |
22.62%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart