Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIOCF (Riocan REIT) | 19.47% | 34.42% | 8.18% | 3.66% | 3.15% | 2.69% | 5.14% | … | … |
Data as of 06/04/2026, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIOCF (Riocan REIT) | 11/16/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 34.42 | 8.18 | 3.66 | 3.15 | 2.69 | 5.14 | … | … | 19.47 | 14.18 | -4.01 | -4.50 | -9.01 | 45.85 | -30.47 | 25.22 | -4.99 | 3.43 | 20.84 | -20.28 | 3.25 | -11.19 | 11.32 | 24.68 | 24.66 | 81.07 | -43.66 | 6.53 | 15.81 | 13.48 |
| Sharpe Ratio | NA | 1.97 | 0.30 | 0.06 | 0.05 | NA | NA | … | … | 2.83 | 0.61 | -0.34 | -0.36 | -0.33 | 2.33 | -0.52 | 1.49 | -0.38 | 0.20 | 0.99 | -1.01 | 0.24 | -0.63 | 0.77 | 1.10 | 0.98 | 2.01 | -0.85 | 0.13 | 0.59 | 7.44 |
| Standard Deviation(%) | NA | 15.91 | 21.30 | 23.14 | 26.98 | NA | NA | … | … | 19.33 | 18.48 | 22.23 | 23.05 | 31.33 | 19.67 | 58.50 | 15.91 | 17.02 | 13.65 | 20.93 | 20.02 | 13.51 | 17.69 | 14.74 | 22.42 | 25.09 | 40.29 | 52.25 | 26.29 | 20.99 | 25.05 |
| Draw Down(%) | NA | 6.80 | 23.85 | 36.49 | 58.55 | NA | NA | … | … | 6.80 | 18.61 | 16.46 | 29.74 | 34.46 | 11.07 | 58.55 | 7.02 | 13.42 | 10.59 | 17.34 | 29.01 | 12.61 | 21.78 | 11.31 | 16.11 | 12.85 | 33.01 | 55.19 | 19.84 | 12.41 | 3.76 |
| Yield(%) | 0.43 | 6.71 | 5.44 | 4.79 | 4.52 | 4.18 | 5.72 | … | … | 2.58 | 6.46 | 5.75 | 5.15 | 5.28 | 7.37 | 5.24 | 6.54 | 5.74 | 5.03 | 6.34 | 4.39 | 5.58 | 4.79 | 4.91 | 6.25 | 7.08 | 9.52 | 5.78 | 5.86 | 5.34 | 1.03 |
Data as of 06/04/2026, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIOCF (Riocan REIT) |
-16.15%
Feb 2006 – Feb 2009 |
-9.29%
Apr 2015 – Apr 2020 |
-1.84%
Sep 2010 – Sep 2020 |
1.35%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIOCF (Riocan REIT) |
50.13%
Feb 2009 – Feb 2012 |
27.36%
Mar 2009 – Mar 2014 |
13.55%
Mar 2009 – Mar 2019 |
8.48%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart