Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YCGEX (YCG ENHANCED FUND CLASS R SHARES) | -8.75% | -9.39% | 5.76% | 3.97% | 10.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YCGEX (YCG ENHANCED FUND CLASS R SHARES) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | -9.39 | 5.76 | 3.97 | 10.68 | NA | NA | … | … | -8.75 | 0.16 | 11.99 | 30.15 | -22.38 | 27.32 | 17.27 | 41.20 | -3.21 | 22.80 | 5.84 | 3.89 | 10.10 | 21.95 |
| Sharpe Ratio | NA | -0.81 | 0.27 | 0.11 | 0.52 | NA | NA | … | … | -1.35 | -0.17 | 0.78 | 1.88 | -0.88 | 2.03 | 0.50 | 3.01 | -0.30 | 3.54 | 0.46 | 0.28 | 1.08 | 2.29 |
| Standard Deviation(%) | NA | 12.07 | 12.99 | 17.13 | 18.01 | NA | NA | … | … | 14.24 | 15.97 | 10.68 | 14.21 | 27.19 | 13.44 | 34.15 | 13.19 | 15.55 | 6.27 | 12.15 | 13.96 | 9.36 | 9.64 |
| Draw Down(%) | NA | 15.35 | 15.96 | 30.75 | 35.90 | NA | NA | … | … | 14.56 | 12.55 | 5.21 | 9.33 | 29.80 | 6.02 | 35.90 | 6.86 | 17.22 | 2.08 | 7.59 | 11.74 | 6.00 | 5.12 |
| Yield(%) | 0.00 | 4.65 | 4.30 | 4.37 | 5.69 | 5.69 | 4.27 | … | … | 0.00 | 4.91 | 4.69 | 2.49 | 0.00 | 11.20 | 0.00 | 0.79 | 3.30 | 4.32 | 3.52 | 2.17 | 4.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YCGEX (YCG ENHANCED FUND CLASS R SHARES) |
3.60%
Oct 2021 – Oct 2024 |
4.39%
May 2021 – May 2026 |
10.54%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YCGEX (YCG ENHANCED FUND CLASS R SHARES) |
28.22%
Dec 2018 – Dec 2021 |
20.45%
Oct 2016 – Oct 2021 |
12.83%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart