Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNQ (Canadian Natural Resources Limited) | 35.46% | 45.66% | 23.95% | 25.63% | 17.80% | 9.88% | 10.18% | … | … |
Data as of 06/11/2026, Common starting date is 07/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNQ (Canadian Natural Resources Limited) | 07/31/2000 | 06/11/2026 |
| 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.66 | 45.66 | 23.95 | 25.63 | 17.80 | 9.88 | 10.18 | … | … | 35.46 | 15.56 | -1.29 | 23.72 | 39.77 | 83.39 | -17.50 | 39.68 | -29.90 | 15.06 | 49.60 | -27.25 | -6.70 | 19.29 | -21.66 | -15.07 | 24.47 | 81.25 | -45.01 | 38.09 | 7.84 | 133.29 | 71.51 | 72.54 | 23.60 | -10.34 | -1.35 |
| Sharpe Ratio | NA | 1.79 | 0.70 | 0.70 | 0.39 | NA | NA | … | … | 2.93 | 0.43 | -0.19 | 0.65 | 0.94 | 2.36 | -0.21 | 1.19 | -0.97 | 0.52 | 1.14 | -0.67 | -0.24 | 0.80 | -0.64 | -0.35 | 0.77 | 1.43 | -0.52 | 1.03 | 0.12 | 3.23 | 2.06 | 3.27 | 0.79 | -0.39 | -0.20 |
| Standard Deviation(%) | NA | 29.11 | 29.33 | 32.86 | 40.82 | NA | NA | … | … | 35.23 | 29.79 | 26.20 | 31.09 | 40.81 | 35.38 | 85.18 | 32.00 | 32.48 | 27.70 | 43.47 | 40.57 | 28.55 | 24.06 | 33.93 | 42.68 | 31.82 | 56.70 | 87.35 | 33.97 | 38.54 | 40.51 | 34.31 | 21.96 | 28.34 | 32.98 | 37.39 |
| Draw Down(%) | NA | 14.16 | 35.84 | 35.84 | 77.32 | NA | NA | … | … | 14.16 | 22.17 | 25.69 | 18.47 | 32.22 | 19.07 | 75.41 | 27.16 | 39.29 | 17.73 | 28.13 | 43.40 | 40.23 | 14.61 | 38.00 | 46.07 | 21.81 | 40.25 | 74.85 | 24.69 | 34.55 | 25.47 | 14.72 | 11.44 | 28.34 | 32.06 | 33.22 |
| Yield(%) | 0.00 | 5.29 | 3.73 | 6.08 | 5.86 | 3.33 | 4.30 | … | … | 1.33 | 5.37 | 2.95 | 5.23 | 8.03 | 6.40 | 3.98 | 4.57 | 3.04 | 2.62 | 3.31 | 2.30 | 2.45 | 1.86 | 1.07 | 0.80 | 0.79 | 0.88 | 0.50 | 0.65 | 0.52 | 1.02 | 1.37 | 2.00 | 2.10 | 1.07 | 0.00 |
Data as of 06/11/2026, Common starting date is 07/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNQ (Canadian Natural Resources Limited) |
-21.52%
Mar 2017 – Mar 2020 |
-14.59%
Feb 2011 – Feb 2016 |
-6.95%
Mar 2010 – Mar 2020 |
-0.01%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNQ (Canadian Natural Resources Limited) |
101.72%
Jan 2003 – Jan 2006 |
65.90%
Oct 2002 – Oct 2007 |
31.65%
Feb 2001 – Feb 2011 |
18.77%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison Chart