Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RROTF (Roots Corporation) | 43.11% | 41.85% | 12.03% | 1.39% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RROTF (Roots Corporation) | 12/21/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.98 | 41.85 | 12.03 | 1.39 | NA | NA | NA | … | … | 43.11 | 48.03 | -16.48 | -9.45 | -18.49 | 43.39 | 20.23 | -31.05 | -74.30 | 4.93 |
| Sharpe Ratio | NA | 0.46 | 0.07 | -0.01 | NA | NA | NA | … | … | 1.52 | 0.76 | -0.35 | -0.22 | -0.57 | 1.77 | 0.20 | -0.63 | -1.37 | NA |
| Standard Deviation(%) | NA | 39.06 | 64.68 | 63.42 | NA | NA | NA | … | … | 50.02 | 60.90 | 66.60 | 61.45 | 35.02 | 41.88 | 101.70 | 51.54 | 55.04 | NA |
| Draw Down(%) | NA | 19.35 | 66.28 | 66.28 | NA | NA | NA | … | … | 14.53 | 32.22 | 42.08 | 47.55 | 31.86 | 11.93 | 68.39 | 55.71 | 79.28 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RROTF (Roots Corporation) |
-41.89%
Jan 2018 – Jan 2021 |
-26.03%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RROTF (Roots Corporation) |
65.19%
Apr 2020 – Apr 2023 |
27.43%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart