Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EYUBY (Electricity Generating PCL ADR) | 1.90% | 3.81% | 3.58% | 0.38% | 4.76% | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EYUBY (Electricity Generating PCL ADR) | 01/02/2014 | 04/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.81 | 3.58 | 0.38 | 4.76 | NA | NA | … | … | 1.90 | 3.67 | 3.49 | 3.40 | 3.34 | 30.58 | 0.00 | 0.00 | 0.00 | 2.17 | 4.27 | -13.61 | 37.85 |
| Sharpe Ratio | NA | 0.40 | 0.10 | -0.29 | 0.24 | NA | NA | … | … | 1.32 | 0.31 | -0.06 | -0.11 | 0.83 | 0.73 | 0.00 | 0.00 | 0.00 | 0.71 | 1.37 | -0.82 | 1.93 |
| Standard Deviation(%) | NA | 2.65 | 2.49 | 7.25 | 13.30 | NA | NA | … | … | 3.69 | 2.56 | 2.42 | 2.37 | 2.33 | 41.64 | NA | NA | NA | 2.15 | 2.95 | 16.67 | 19.68 |
| Draw Down(%) | NA | 0.00 | 0.00 | 14.14 | 14.14 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.25 | 5.15 |
| Yield(%) | 0.00 | 3.71 | 3.49 | 2.96 | 2.86 | 2.66 | 1.99 | … | … | 1.87 | 3.59 | 3.40 | 3.31 | 3.26 | 4.81 | 0.00 | 0.00 | 0.00 | 2.17 | 4.23 | 1.65 | 2.43 |
Data as of 04/08/2026, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EYUBY (Electricity Generating PCL ADR) |
-2.73%
Sep 2014 – Sep 2017 |
-1.65%
Sep 2014 – Sep 2019 |
2.88%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EYUBY (Electricity Generating PCL ADR) |
15.00%
Sep 2018 – Sep 2021 |
9.41%
Jan 2016 – Jan 2021 |
6.05%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart