iA Canadian Equity Small Cap (QV) SRP75/75 F (INA44098)

49.58 +0.33 (+0.67%) CAD  |  Jan 16 2026
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INA44098 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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Historical Sortino (Since Inception) Benchmarks

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IA Clarington QV Canadian Small Cap Class Series A Upgrade
IA Clarington QV Canadian Small Cap Fund Series EF Upgrade
Barrantagh Small Cap Canadian Equity Fund Series A Upgrade
Beutel Goodman Small Cap Class B Upgrade
NEI Canadian Small Cap Equity RS Series A 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