Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUNFF (Sun Life Financial Inc) | NA | -0.20% | 2.03% | 8.93% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUNFF (Sun Life Financial Inc) | 07/19/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.20 | 2.03 | 8.93 | NA | NA | NA | … | … | 5.14 | 13.90 | -11.91 | 2.76 | 35.73 | -4.05 | -2.73 |
| Sharpe Ratio | NA | -0.36 | -0.09 | 0.42 | NA | NA | NA | … | … | 0.80 | 0.85 | -0.63 | 0.99 | 1.77 | -0.32 | -0.58 |
| Standard Deviation(%) | NA | 8.99 | 16.14 | 15.93 | NA | NA | NA | … | … | 5.09 | 12.12 | 24.85 | 1.36 | 20.16 | 13.22 | 12.44 |
| Draw Down(%) | NA | 7.32 | 21.65 | 21.65 | NA | NA | NA | … | … | 1.58 | 7.32 | 21.65 | 0.00 | 1.09 | 18.73 | 7.59 |
| Yield(%) | 0.00 | 3.55 | 2.98 | 3.92 | 2.19 | 1.46 | 1.10 | … | … | 3.06 | 3.13 | 2.68 | 2.71 | 3.58 | 3.71 | 2.63 |
Data as of 09/26/2025, Common starting date is 07/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNFF (Sun Life Financial Inc) |
-0.05%
Feb 2021 – Feb 2024 |
5.83%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNFF (Sun Life Financial Inc) |
14.33%
Feb 2020 – Feb 2023 |
9.22%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart