DFS GIF - Canadian Small Cap Equity - NEI Sr 8 (IMPS598A)

8.72 +0.09 (+1.04%) CAD  |  Dec 19 2025
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IMPS598A Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Median

Historical Sortino (Since Inception) Benchmarks

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Canadian Equity Small Cap Pool A Upgrade
SEI Canadian Small Company Equity Class E Upgrade
CI Canadian Small/Mid Cap Equity Corp Cl E Upgrade
Barrantagh Small Cap Canadian Equity Fund Series A Upgrade
Beutel Goodman Small Cap Class B Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Alpha (vs YCharts Benchmark) (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade