Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMXXF (TMX Group Limited) | -4.67% | -11.71% | 20.40% | 16.88% | 22.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMXXF (TMX Group Limited) | 10/18/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.50 | -11.71 | 20.40 | 16.88 | 22.23 | NA | NA | … | … | -4.67 | 24.39 | 31.46 | 20.80 | 13.91 | 16.85 | 30.59 | 58.10 | 3.53 | 10.15 | 98.59 | -38.61 | -7.62 | -1.48 | -3.03 |
| Sharpe Ratio | NA | -0.64 | 0.13 | 0.14 | 0.27 | NA | NA | … | … | -0.51 | 0.88 | 1.58 | 0.08 | 0.52 | 0.93 | 0.65 | 2.43 | 0.11 | 0.45 | 3.05 | -1.18 | -0.40 | -0.07 | -0.60 |
| Standard Deviation(%) | NA | 22.31 | 133.91 | 104.83 | 76.53 | NA | NA | … | … | 25.51 | 24.61 | 17.57 | 230.38 | 23.96 | 18.16 | 46.18 | 23.28 | 20.06 | 21.30 | 32.23 | 32.80 | 18.87 | 23.09 | 25.10 |
| Draw Down(%) | NA | 22.05 | 80.00 | 80.37 | 80.37 | NA | NA | … | … | 16.66 | 16.65 | 6.27 | 80.37 | 15.06 | 8.63 | 30.99 | 5.46 | 19.53 | 13.60 | 5.74 | 39.41 | 17.51 | 19.61 | 8.34 |
| Yield(%) | 0.00 | 1.62 | 0.54 | 4.70 | 11.14 | 6.28 | 4.71 | … | … | 0.93 | 1.96 | 2.28 | 1.53 | 12.64 | 16.01 | 9.56 | 3.47 | 2.37 | 2.22 | 4.77 | 2.88 | 2.95 | 3.05 | 0.75 |
Data as of 06/05/2026, Common starting date is 10/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMXXF (TMX Group Limited) |
-17.64%
Dec 2012 – Dec 2015 |
4.09%
Dec 2012 – Dec 2017 |
12.32%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMXXF (TMX Group Limited) |
35.04%
Feb 2016 – Feb 2019 |
36.14%
Dec 2015 – Dec 2020 |
28.52%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart