Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCI (Rogers Communications Inc.) | 1.41% | 46.46% | -0.63% | -2.62% | 3.07% | 3.68% | 6.55% | … | … |
Data as of 06/09/2026, Common starting date is 01/11/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCI (Rogers Communications Inc.) | 01/11/1996 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 46.46 | -0.63 | -2.62 | 3.07 | 3.68 | 6.55 | … | … | 1.41 | 28.54 | -31.87 | 3.37 | 1.59 | 5.64 | -2.76 | -0.21 | 3.68 | 36.19 | 16.12 | -7.41 | -10.49 | 3.22 | 23.00 | 15.66 | 15.75 | 7.10 | -31.35 | 53.24 | 41.43 | 62.11 | 59.03 | 77.05 | -44.17 | -0.81 | -30.84 | 178.87 | 82.05 | -31.58 | -38.71 |
| Sharpe Ratio | NA | 1.71 | -0.19 | -0.24 | 0.06 | NA | NA | … | … | -0.03 | 1.10 | -2.01 | -0.01 | 0.01 | 0.28 | -0.07 | -0.10 | 0.15 | 2.55 | 0.81 | -0.35 | -0.68 | 0.14 | 1.38 | 0.70 | 0.64 | 0.19 | -0.65 | 1.66 | 1.64 | 2.73 | 2.14 | 2.28 | -0.80 | -0.09 | -0.81 | 3.19 | 1.28 | -0.76 | -1.27 |
| Standard Deviation(%) | NA | 25.90 | 23.30 | 22.41 | 23.05 | NA | NA | … | … | 32.51 | 23.35 | 17.66 | 21.76 | 23.67 | 19.80 | 40.78 | 17.37 | 15.92 | 13.99 | 19.64 | 21.34 | 15.50 | 22.36 | 16.80 | 22.44 | 24.46 | 36.19 | 49.46 | 30.30 | 23.24 | 21.88 | 27.12 | 33.52 | 56.39 | 38.94 | 43.09 | 54.93 | 61.34 | 46.41 | 34.02 |
| Draw Down(%) | NA | 20.11 | 48.20 | 56.92 | 56.92 | NA | NA | … | … | 20.11 | 23.25 | 34.00 | 24.65 | 38.10 | 16.24 | 35.87 | 15.34 | 13.54 | 7.53 | 16.96 | 15.98 | 15.89 | 24.58 | 16.43 | 17.47 | 15.71 | 35.87 | 50.35 | 21.92 | 17.21 | 10.15 | 18.69 | 17.77 | 68.62 | 37.93 | 55.84 | 36.58 | 41.10 | 45.67 | 48.94 |
| Yield(%) | 0.00 | 5.46 | 3.09 | 2.89 | 3.75 | 4.01 | 6.50 | … | … | 1.92 | 4.72 | 3.13 | 3.14 | 3.21 | 3.37 | 3.28 | 2.94 | 2.92 | 3.82 | 4.29 | 3.82 | 3.69 | 3.65 | 4.11 | 4.10 | 4.11 | 3.28 | 2.65 | 1.26 | 0.32 | 0.44 | 0.41 | 1.03 | 0.00 | 0.30 | 0.63 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/11/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCI (Rogers Communications Inc.) |
-35.04%
Feb 2000 – Feb 2003 |
-8.20%
Jan 2020 – Jan 2025 |
0.29%
Apr 2015 – Apr 2025 |
1.53%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCI (Rogers Communications Inc.) |
85.20%
Sep 2002 – Sep 2005 |
71.48%
Sep 2002 – Sep 2007 |
35.25%
Jan 1998 – Jan 2008 |
25.43%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison Chart