Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TU (TELUS Corporation) | 19.29% | 2.41% | -6.40% | 3.43% | 11.66% | 11.47% | NA | 12.52% |
Data as of 08/01/2025, AR inception is 10/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TU (TELUS Corporation) | 10/27/2008 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.22 | 2.41 | -6.40 | 3.43 | 11.66 | 11.47 | NA | 12.52 | 19.29 | -18.39 | -2.41 | -14.32 | 24.49 | 114.66 | 26.91 | -1.71 | 18.83 | 15.27 | -23.31 | 4.65 | 4.43 | 17.37 | 22.07 | 47.19 | 3.03 | -2.44 |
| Sharpe Ratio | NA | -0.04 | -0.50 | 0.07 | 0.34 | NA | NA | 0.37 | 1.54 | -1.29 | -0.31 | -0.73 | 1.90 | 1.44 | 2.05 | -0.26 | 1.53 | 0.88 | -1.15 | 0.27 | 0.21 | 0.42 | 0.47 | 1.30 | 0.04 | -0.10 |
| Standard Deviation(%) | NA | 19.64 | 19.65 | 18.42 | 29.69 | NA | NA | 29.68 | 21.15 | 17.01 | 19.52 | 21.53 | 12.88 | 78.97 | 12.42 | 12.13 | 11.94 | 17.03 | 20.31 | 16.98 | 20.71 | 41.74 | 46.87 | 35.86 | 80.81 | 136.80 |
| Draw Down(%) | NA | 19.29 | 33.95 | 42.35 | 42.35 | NA | NA | 42.35 | 12.65 | 21.56 | 25.09 | 28.11 | 6.61 | 33.64 | 6.67 | 9.60 | 7.00 | 10.90 | 24.75 | 13.36 | 23.33 | 3.74 | 8.13 | 9.28 | 18.97 | 14.23 |
| Yield(%) | 0.00 | 7.01 | 4.79 | 6.10 | 5.62 | 6.34 | 6.16 | 7.70 | 4.23 | 6.33 | 5.55 | 4.41 | 5.10 | 5.71 | 9.25 | 11.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 10/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TU (TELUS Corporation) |
-13.12%
Mar 2022 - Mar 2025 |
-1.22%
Jan 2020 - Jan 2025 |
9.10%
Dec 2014 - Dec 2024 |
12.14%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TU (TELUS Corporation) |
50.24%
Dec 2018 - Dec 2021 |
34.19%
Mar 2017 - Mar 2022 |
19.88%
Jan 2010 - Jan 2020 |
14.77%
Aug 2009 - Aug 2024 |
Annualized Rolling Returns Comparison Chart