Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCIAF (Rogers Communications Inc) | NA | -12.36% | -5.04% | -0.62% | 4.41% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCIAF (Rogers Communications Inc) | 03/14/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.55 | -12.36 | -5.04 | -0.62 | 4.41 | NA | NA | … | … | 9.13 | -26.47 | 6.89 | -3.99 | 5.60 | -1.98 | 2.36 | 1.44 | 26.62 | 28.26 | -5.34 | -9.09 | -4.37 |
| Sharpe Ratio | NA | -0.52 | -0.32 | -0.12 | 0.12 | NA | NA | … | … | 0.30 | -0.88 | 0.15 | -0.23 | 0.34 | -0.06 | 0.07 | 0.00 | 2.03 | 1.25 | -0.43 | -0.49 | -0.24 |
| Standard Deviation(%) | NA | 31.03 | 27.74 | 24.91 | 23.70 | NA | NA | … | … | 32.26 | 34.03 | 21.69 | 23.46 | 16.51 | 34.18 | 13.43 | 24.00 | 12.85 | 22.51 | 12.40 | 18.59 | 22.33 |
| Draw Down(%) | NA | 34.82 | 41.30 | 49.56 | 49.56 | NA | NA | … | … | 21.27 | 28.93 | 17.92 | 25.44 | 8.75 | 25.42 | 11.43 | 17.58 | 1.49 | 9.26 | 13.48 | 12.01 | 16.96 |
| Yield(%) | 0.00 | 1.75 | 2.97 | 3.51 | 5.09 | 2.97 | 2.23 | … | … | 2.20 | 2.22 | 4.15 | 3.45 | 3.97 | 3.94 | 3.87 | 3.62 | 4.41 | 5.38 | 4.82 | 4.02 | 2.62 |
Data as of 09/26/2025, Common starting date is 03/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCIAF (Rogers Communications Inc) |
-17.95%
Apr 2022 – Apr 2025 |
-5.28%
Feb 2020 – Feb 2025 |
2.10%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCIAF (Rogers Communications Inc) |
20.97%
May 2016 – May 2019 |
13.41%
May 2016 – May 2021 |
5.69%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart