Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CYSXF (iShares S&P/TSX Canadian Preferred Share Index ETF) NA -12.01% 5.79% 0.85% -2.01% NA NA
Data as of 10/24/2022, Common starting date is 02/08/2012
More Performance Analytics Comparison
Name Start Date End Date
CYSXF (iShares S&P/TSX Canadian Preferred Share Index ETF) 02/08/2012 10/24/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 -12.01 5.79 0.85 -2.01 NA NA -12.01 25.28 -6.44 -10.91 -3.97 13.89 1.36 -33.40 -4.13 -12.93 -0.17
Sharpe Ratio NA -0.80 0.23 0.00 -0.14 NA NA -0.70 2.14 -0.22 -0.94 -0.56 0.90 0.04 -2.02 -0.46 -1.47 -0.10
Standard Deviation(%) NA 15.88 23.38 19.03 17.63 NA NA 15.88 19.61 30.77 13.08 9.52 14.83 25.62 16.58 9.06 8.84 2.56
Draw Down(%) NA 13.13 27.32 36.28 48.87 NA NA 13.13 0.00 28.19 19.38 9.69 4.75 16.16 33.40 7.81 14.22 1.83
Yield(%) 0.00 2.88 4.36 3.74 2.46 1.65 1.24 2.88 3.16 4.96 4.52 4.34 4.53 5.01 3.82 4.73 0.35 0.00
Data as of 10/24/2022, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CYSXF (iShares S&P/TSX Canadian Preferred Share Index ETF) -19.70%
Feb 2013 – Feb 2016
-6.73%
May 2012 – May 2017
-2.18%
Aug 2012 – Aug 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CYSXF (iShares S&P/TSX Canadian Preferred Share Index ETF) 10.57%
Feb 2016 – Feb 2019
10.23%
Feb 2016 – Feb 2021
-0.84%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return