Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TD (The Toronto-Dominion Bank) | 46.05% | 35.91% | 10.43% | 15.83% | 11.28% | 9.00% | 9.48% | 13.38% |
Data as of 07/25/2025, AR inception is 09/03/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TD (The Toronto-Dominion Bank) | 09/03/1996 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 35.91 | 10.43 | 15.83 | 11.28 | 9.00 | 9.48 | 13.38 | 46.05 | -13.40 | 4.56 | -12.20 | 41.24 | 5.59 | 17.43 | -12.10 | 22.94 | 30.99 | -14.90 | 4.54 | 13.87 | 14.75 | 3.17 | 21.68 | 79.94 | -47.75 | 18.56 | 14.86 | 28.55 | 27.18 | 57.75 | -13.77 | -9.34 | 9.34 | 53.19 | -6.47 | 47.79 | 34.21 |
| Sharpe Ratio | NA | 1.76 | 0.35 | 0.69 | 0.44 | NA | NA | 0.44 | 5.69 | -0.89 | 0.05 | -0.56 | 2.45 | 0.12 | 1.22 | -0.99 | 1.60 | 1.69 | -0.76 | 0.33 | 1.14 | 0.97 | 0.12 | 0.92 | 1.75 | -1.02 | 0.72 | 0.75 | 1.94 | 1.56 | 2.94 | -0.49 | -0.45 | 0.16 | 1.34 | -0.25 | 1.76 | 4.57 |
| Standard Deviation(%) | NA | 18.61 | 20.00 | 19.96 | 22.06 | NA | NA | 25.94 | 16.48 | 19.16 | 20.26 | 24.39 | 16.85 | 44.52 | 13.05 | 13.66 | 14.02 | 18.24 | 19.54 | 13.90 | 12.11 | 15.32 | 27.17 | 23.39 | 45.51 | 47.74 | 21.40 | 15.38 | 13.52 | 16.80 | 19.42 | 30.39 | 26.62 | 32.52 | 37.05 | 40.14 | 24.91 | 30.82 |
| Draw Down(%) | NA | 19.19 | 19.90 | 31.16 | 41.99 | NA | NA | 65.07 | 8.90 | 19.19 | 19.63 | 29.04 | 12.11 | 40.97 | 9.17 | 21.17 | 14.01 | 12.24 | 20.33 | 15.25 | 7.74 | 14.25 | 25.61 | 16.20 | 33.59 | 54.56 | 15.57 | 13.09 | 6.62 | 14.92 | 8.16 | 43.72 | 24.12 | 20.52 | 41.39 | 52.33 | 15.25 | 11.87 |
| Yield(%) | 0.00 | 5.16 | 4.54 | 6.21 | 6.06 | 5.47 | 6.86 | 25.29 | 4.22 | 4.68 | 4.43 | 3.53 | 4.46 | 4.09 | 4.34 | 3.46 | 3.63 | 4.21 | 3.40 | 3.21 | 1.87 | 1.90 | 2.63 | 2.84 | 3.63 | 1.71 | 1.63 | 1.13 | 1.83 | 2.06 | 2.72 | 2.21 | 2.00 | 1.82 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 09/03/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD (The Toronto-Dominion Bank) |
-18.69%
Feb 2006 - Feb 2009 |
-0.94%
Feb 2004 - Feb 2009 |
4.43%
Apr 2010 - Apr 2020 |
6.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TD (The Toronto-Dominion Bank) |
44.26%
Feb 2009 - Feb 2012 |
36.54%
Sep 2002 - Sep 2007 |
19.19%
Sep 2002 - Sep 2012 |
15.90%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart