Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSGUF (Rogers Sugar Inc) | 15.58% | 27.64% | 11.20% | 7.82% | 7.67% | 6.56% | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSGUF (Rogers Sugar Inc) | 10/18/2010 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.48 | 27.64 | 11.20 | 7.82 | 7.67 | 6.56 | NA | … | … | 15.58 | 13.12 | 1.83 | 8.56 | -2.50 | 10.14 | 26.57 | 4.49 | -16.76 | 5.22 | 78.29 | -19.33 | -13.12 | -4.70 | 23.08 | 1.96 | 11.96 |
| Sharpe Ratio | NA | 1.48 | 0.31 | 0.21 | 0.25 | NA | NA | … | … | 2.52 | 0.54 | -0.05 | 0.27 | -0.19 | 0.32 | 0.77 | 0.17 | -0.93 | 0.27 | 3.23 | -0.90 | -0.55 | -0.26 | 1.08 | 0.09 | 3.74 |
| Standard Deviation(%) | NA | 16.87 | 25.25 | 25.34 | 24.26 | NA | NA | … | … | 14.15 | 18.94 | 35.72 | 18.31 | 20.85 | 31.31 | 33.94 | 17.79 | 19.66 | 16.89 | 24.19 | 21.48 | 23.76 | 18.17 | 21.43 | 21.77 | 19.45 |
| Draw Down(%) | NA | 7.79 | 19.91 | 21.25 | 40.41 | NA | NA | … | … | 4.51 | 11.33 | 19.91 | 17.94 | 15.66 | 15.44 | 32.93 | 20.61 | 21.57 | 11.90 | 13.78 | 22.94 | 24.02 | 20.21 | 15.83 | 15.70 | 4.82 |
| Yield(%) | 0.00 | 6.32 | 6.05 | 6.08 | 6.23 | 5.83 | 5.08 | … | … | 1.50 | 6.32 | 6.46 | 6.58 | 7.44 | 6.93 | 7.40 | 6.91 | 5.57 | 5.53 | 9.27 | 6.95 | 6.30 | 11.62 | 6.54 | 5.96 | 2.44 |
Data as of 06/12/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGUF (Rogers Sugar Inc) |
-15.33%
Sep 2012 – Sep 2015 |
-4.75%
Jan 2011 – Jan 2016 |
3.55%
Sep 2013 – Sep 2023 |
5.79%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGUF (Rogers Sugar Inc) |
22.71%
Mar 2020 – Mar 2023 |
15.61%
Dec 2015 – Dec 2020 |
11.54%
Jan 2016 – Jan 2026 |
6.53%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart