Portland Focused Plus Fund Series F (PTL015)

73.43 -13.05 (-15.09%) CAD  |  Dec 31 2025
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PTL015 Monthly Value at Risk (VaR) 5% (5Y Lookback)

Monthly Value at Risk (VaR) 5% (5Y Lookback) 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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Value At Risk (VaR) Definition

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The VaR calculates the potential loss of an investment with a given time frame and confidence level.

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Monthly Value at Risk (VaR) 5% (5Y Lookback) Range, Past 5 Years

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Monthly Value at Risk (VaR) 5% (5Y Lookback) Benchmarks

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RBC Long/Short NA Equity Fund - F- 2021 --
Purpose Structured Equity Yield Plus Fund Series F --
AGF Enhanced U.S. Income Plus Fund MF $ --
Evolve Canadian Banks and Lifecos Enhan Yd In Fd F --
Evolve Canadian Utilities Enhanced Yield In Fd C A --

Monthly Value at Risk (VaR) 5% (5Y Lookback) Related Metrics

Alpha (5Y) Upgrade
Beta (5Y) Upgrade
Alpha (vs YCharts Benchmark) (5Y) Upgrade
Beta (vs YCharts Benchmark) (5Y) Upgrade
Annualized Standard Deviation of Monthly Returns (5Y Lookback) Upgrade
Historical Sharpe Ratio (5Y) Upgrade
Historical Sortino (5Y) Upgrade
Max Drawdown (5Y) Upgrade