Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAC (TransAlta Corporation) | 3.28% | 29.76% | 11.71% | 8.25% | 11.56% | 0.60% | 1.70% | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAC (TransAlta Corporation) | 08/01/2001 | 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.29 | 29.76 | 11.71 | 8.25 | 11.56 | 0.60 | 1.70 | … | … | 3.28 | -9.23 | 73.96 | -5.67 | -18.02 | 49.02 | 8.02 | 78.13 | -28.70 | 11.22 | 61.72 | -56.14 | -23.87 | -9.68 | -20.80 | 2.55 | 0.70 | 18.44 | -37.94 | 52.32 | 8.64 | 51.48 | 12.67 | 37.78 | -14.86 | -13.35 |
| Sharpe Ratio | NA | 1.16 | 0.34 | 0.25 | 0.34 | NA | NA | … | … | 0.79 | -0.26 | 2.13 | -0.33 | -0.63 | 2.06 | 0.14 | 2.65 | -1.17 | 0.41 | 1.22 | -1.44 | -1.10 | -0.43 | -0.98 | 0.11 | 0.03 | 0.52 | -0.77 | 2.02 | 0.24 | 2.38 | 0.63 | 2.05 | -0.64 | -1.10 |
| Standard Deviation(%) | NA | 39.74 | 38.96 | 34.83 | 35.52 | NA | NA | … | … | 40.56 | 47.64 | 32.96 | 28.12 | 31.14 | 23.74 | 55.37 | 28.93 | 25.71 | 25.65 | 50.41 | 39.06 | 21.73 | 22.52 | 21.34 | 22.89 | 23.76 | 35.42 | 50.07 | 24.45 | 22.29 | 20.66 | 18.50 | 18.08 | 24.94 | 28.82 |
| Draw Down(%) | NA | 33.10 | 43.25 | 46.64 | 55.10 | NA | NA | … | … | 15.19 | 43.25 | 26.61 | 29.19 | 33.36 | 15.78 | 55.10 | 21.61 | 30.10 | 17.13 | 30.91 | 67.77 | 34.38 | 24.30 | 30.12 | 13.45 | 17.84 | 33.61 | 55.22 | 14.33 | 17.10 | 8.65 | 17.53 | 8.93 | 26.90 | 20.00 |
| Yield(%) | 0.36 | 1.90 | 1.83 | 1.79 | 3.00 | 1.89 | 2.69 | … | … | 0.76 | 1.30 | 2.12 | 1.82 | 1.35 | 1.93 | 1.82 | 3.83 | 2.69 | 2.91 | 5.46 | 7.89 | 5.69 | 7.47 | 5.48 | 5.42 | 5.06 | 5.61 | 3.20 | 4.07 | 3.87 | 5.44 | 5.35 | 6.44 | 6.60 | 1.97 |
Data as of 06/04/2026, Common starting date is 08/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAC (TransAlta Corporation) |
-34.44%
Jan 2013 – Jan 2016 |
-24.52%
Dec 2010 – Dec 2015 |
-12.84%
Jun 2008 – Jun 2018 |
-5.01%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAC (TransAlta Corporation) |
44.55%
Oct 2004 – Oct 2007 |
31.98%
Feb 2003 – Feb 2008 |
17.41%
Oct 2015 – Oct 2025 |
3.30%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart