Public record

Performance

Performance figures are pre-tax, converted from USD to CAD and time-weighted.

Inception Date 2026-05-01
Reference Date 2026-07-27
Since Inc. TWR CADCurrent DDMax DD
Portfolio7.59%-3.08%-6.91%
SP500TR6.83%-2.34%-3.93%
Difference+0.76%-0.74%-2.99%

Monthly Automated Records

MonthPortfolio TWR CADPDF
May 20266.04%Open
June 2026 new1.40%Open