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
ROIUF (Route1 Inc) 175.00% 37.50% 54.20% -25.21% -11.66% NA NA
Data as of 06/05/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
Name Start Date End Date
ROIUF (Route1 Inc) 09/26/2012 06/05/2026
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
Annualized Return (%) 22.22 37.50 54.20 -25.21 -11.66 NA NA 175.00 100.00 0.00 -50.00 -81.82 -69.17 123.59 -4.43 128.77 -52.13 19.14 11.30 -14.81 -22.86 -31.37
Sharpe Ratio NA 0.29 0.26 -0.17 -0.10 NA NA 7.35 0.83 -0.03 -0.29 -0.82 -1.09 1.43 -0.07 1.00 -0.40 0.22 0.10 -0.16 -0.28 -1.44
Standard Deviation(%) NA 120.99 193.65 160.84 134.95 NA NA 130.19 120.38 246.56 187.04 101.32 63.56 85.61 80.66 127.77 131.70 85.03 111.04 93.69 82.59 53.69
Draw Down(%) NA 50.00 80.00 98.15 98.78 NA NA 30.00 50.00 80.00 83.33 86.36 76.83 31.20 65.53 51.61 66.50 40.92 55.34 50.00 48.08 31.37
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
Data as of 06/05/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ROIUF (Route1 Inc) -75.36%
Jan 2021 – Jan 2024
-55.28%
Jan 2019 – Jan 2024
-31.35%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ROIUF (Route1 Inc) 87.96%
Mar 2018 – Mar 2021
22.76%
Dec 2015 – Dec 2020
-13.41%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return