Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RIOXF NA -23.58% NA NA NA NA NA
Data as of 09/26/2025, Common starting date is 01/29/2024
More Performance Analytics Comparison
Name Start Date End Date
RIOXF 01/29/2024 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024
Annualized Return (%) 0.00 -23.58 NA NA NA NA NA -24.27 10.86
Sharpe Ratio NA -0.88 NA NA NA NA NA -0.98 0.92
Standard Deviation(%) NA 30.20 NA NA NA NA NA 35.18 8.88
Draw Down(%) NA 25.92 NA NA NA NA NA 25.92 0.00
Yield(%) 0.00 3.09 1.49 0.89 0.45 0.30 0.22 2.19 2.08
Data as of 09/26/2025, Common starting date is 01/29/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RIOXF (RIOXF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RIOXF (RIOXF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return