Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFCZF (Intact Financial Corporation) | -1.12% | -6.37% | 13.47% | 10.25% | 14.11% | 11.82% | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFCZF (Intact Financial Corporation) | 04/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.42 | -6.37 | 13.47 | 10.25 | 14.11 | 11.82 | NA | … | … | -1.12 | 16.23 | 21.08 | 6.92 | 14.92 | 11.75 | 13.32 | 53.49 | -11.14 | 19.74 | 14.31 | -9.47 | 13.68 | 3.19 | 18.82 | 34.49 | -1.50 |
| Sharpe Ratio | NA | -0.63 | 0.40 | 0.32 | 0.58 | NA | NA | … | … | -0.55 | 0.57 | 0.79 | 0.21 | 0.68 | 0.73 | 0.37 | 4.34 | -0.70 | 1.44 | 0.74 | -0.56 | 1.01 | 0.30 | 1.96 | 1.75 | -0.25 |
| Standard Deviation(%) | NA | 22.72 | 21.34 | 19.99 | 20.48 | NA | NA | … | … | 22.26 | 23.32 | 22.21 | 15.76 | 20.04 | 15.98 | 34.98 | 11.98 | 17.85 | 13.27 | 19.12 | 17.00 | 13.47 | 10.37 | 9.67 | 19.65 | 9.10 |
| Draw Down(%) | NA | 22.95 | 22.95 | 22.95 | 33.41 | NA | NA | … | … | 14.83 | 21.31 | 15.92 | 10.39 | 11.95 | 11.88 | 33.41 | 4.63 | 15.49 | 9.23 | 9.13 | 16.76 | 8.50 | 12.87 | 4.00 | 5.39 | 6.62 |
| Yield(%) | 0.00 | 1.78 | 2.24 | 2.32 | 4.00 | 4.35 | 4.12 | … | … | 0.52 | 2.10 | 1.72 | 2.29 | 2.52 | 2.32 | 2.31 | 3.40 | 2.76 | 2.78 | 2.76 | 2.26 | 2.62 | 2.63 | 2.87 | 3.47 | 2.25 |
Data as of 06/11/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFCZF (Intact Financial Corporation) |
-0.77%
Jan 2013 – Jan 2016 |
4.27%
Apr 2012 – Apr 2017 |
10.91%
Jan 2011 – Jan 2021 |
11.56%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFCZF (Intact Financial Corporation) |
27.44%
Jun 2018 – Jun 2021 |
22.33%
Jun 2020 – Jun 2025 |
15.47%
Jun 2015 – Jun 2025 |
14.78%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart