Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STKL (SunOpta Inc.) | 71.05% | 5.01% | -5.29% | -12.33% | 4.03% | -0.77% | -1.91% | … | … |
Data as of 05/15/2026, Common starting date is 01/20/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STKL (SunOpta Inc.) | 01/20/1986 | 05/15/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.01 | -5.29 | -12.33 | 4.03 | -0.77 | -1.91 | … | … | 71.05 | -50.91 | 42.78 | -35.19 | 21.44 | -40.45 | 366.80 | -35.40 | -50.06 | 9.93 | 3.07 | -42.28 | 18.38 | 77.80 | 16.80 | -38.36 | 132.74 | 114.01 | -88.24 | 51.70 | 67.30 | -26.74 | -22.21 | 193.02 | 45.16 | 50.96 | 76.92 | 36.84 | -66.07 | 47.37 | -17.39 | 1,433.33 | -83.33 | -47.06 | -15.00 | -9.09 | -31.25 | -30.43 | 53.33 | -50.00 | 0.00 |
| Sharpe Ratio | NA | 0.04 | -0.15 | -0.25 | 0.04 | NA | NA | … | … | 5.88 | -0.86 | 0.76 | -0.70 | 0.30 | -0.82 | 4.69 | -0.66 | -1.79 | -0.24 | -0.56 | -1.27 | 0.00 | 1.75 | -0.06 | -1.25 | 2.55 | 1.12 | -1.06 | 0.73 | 0.94 | -1.17 | -0.95 | 3.17 | 0.41 | 0.54 | 0.07 | 0.58 | -0.30 | 0.01 | -0.18 | 7.82 | -0.34 | -0.38 | -0.13 | -0.07 | -0.19 | -0.33 | 0.63 | -0.74 | 0.00 |
| Standard Deviation(%) | NA | 57.45 | 58.03 | 57.30 | 60.47 | NA | NA | … | … | 54.29 | 63.58 | 48.00 | 57.08 | 67.34 | 49.59 | 77.57 | 88.62 | 40.03 | 39.18 | 55.19 | 47.84 | 34.28 | 33.78 | 31.39 | 45.34 | 44.72 | 85.41 | 101.08 | 40.82 | 48.33 | 40.93 | 43.88 | 54.75 | 61.60 | 56.77 | 111.85 | 106.05 | 110.87 | 104.43 | 82.65 | 175.38 | 237.33 | 124.48 | 113.05 | 126.08 | 162.80 | 92.40 | 84.52 | 67.06 | 60.69 |
| Draw Down(%) | NA | 50.22 | 62.61 | 79.05 | 86.76 | NA | NA | … | … | 6.72 | 57.38 | 28.94 | 69.48 | 38.35 | 64.47 | 52.08 | 70.07 | 57.88 | 31.37 | 52.19 | 61.23 | 22.25 | 23.32 | 19.90 | 45.85 | 22.09 | 71.53 | 90.41 | 22.45 | 36.53 | 40.33 | 50.91 | 34.00 | 33.62 | 37.02 | 57.69 | 51.11 | 72.41 | 46.30 | 61.36 | 57.50 | 86.36 | 64.58 | 50.00 | 58.97 | 78.13 | 63.38 | 34.48 | 78.18 | 50.00 |
| 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 | 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 | 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 05/15/2026, Common starting date is 01/20/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STKL (SunOpta Inc.) |
-57.83%
Dec 1991 – Dec 1994 |
-45.78%
Dec 1989 – Dec 1994 |
-17.60%
Apr 1987 – Apr 1997 |
-9.28%
Sep 2004 – Sep 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STKL (SunOpta Inc.) |
165.27%
Dec 1994 – Dec 1997 |
73.11%
Dec 1998 – Dec 2003 |
54.32%
Dec 1994 – Dec 2004 |
26.95%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart