0P00007069.TO vs. SRBK
0P00007069.TO (RBC Select Growth Portfolio A) is Global Equities fund managed by RBC, while SRBK (SR Bancorp Inc. Common stock) is a stock. Over the past year, 0P00007069.TO returned 19.27% vs 41.82% for SRBK. Their 0.19 correlation means their historical movements had little consistent relationship.
Performance
0P00007069.TO vs. SRBK - Performance Comparison
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Returns By Period
In the year-to-date period, 0P00007069.TO achieves a 9.71% return, which is significantly lower than SRBK's 24.95% return.
0P00007069.TO
- 1D
- -0.21%
- 1M
- -1.89%
- 6M
- 7.77%
- YTD
- 9.71%
- 1Y
- 19.27%
- 3Y*
- 14.27%
- 5Y*
- 7.85%
- 10Y*
- —
- ALL TIME*
- 8.05%
SRBK
- 1D
- 0.57%
- 1M
- -0.41%
- 6M
- 18.20%
- YTD
- 24.95%
- 1Y
- 41.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 27.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
0P00007069.TO RBC Select Growth Portfolio A | $0.00 | $0.00 | $0.00 |
| $467.55K | $520.66K | $843.73K |
0P00007069.TO vs. SRBK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
0P00007069.TO RBC Select Growth Portfolio A | 9.71% | 13.98% | 16.30% | 5.10% |
SRBK SR Bancorp Inc. Common stock | 24.95% | 34.08% | 24.58% | -4.40% |
Correlation
The correlation between 0P00007069.TO and SRBK is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2023 | 0.19 |
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Return for Risk
0P00007069.TO vs. SRBK — Risk / Return Rank
0P00007069.TO
SRBK
0P00007069.TO vs. SRBK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Select Growth Portfolio A (0P00007069.TO) and SR Bancorp Inc. Common stock (SRBK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 0P00007069.TO | SRBK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.40 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.59 | 5.13 | -2.54 |
| Martin ratioReturn relative to average drawdown | 10.32 | 11.86 | -1.54 |
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Drawdowns
0P00007069.TO vs. SRBK - Drawdown Comparison
The maximum 0P00007069.TO drawdown since its inception was -24.48%, which is greater than SRBK's maximum drawdown of -19.70%. Use the drawdown chart below to compare losses from any high point for 0P00007069.TO and SRBK.
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Drawdown Indicators
| 0P00007069.TO | SRBK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.48% | -19.70% | -4.78% |
Max Drawdown (1Y)Largest decline over 1 year | -6.98% | -8.28% | +1.30% |
Max Drawdown (3Y)Largest decline over 3 years | -11.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.76% | — | — |
Current DrawdownCurrent decline from peak | -2.16% | -2.98% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -4.15% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 3.57% | -1.83% |
Volatility
0P00007069.TO vs. SRBK - Volatility Comparison
The current volatility for RBC Select Growth Portfolio A (0P00007069.TO) is 2.62%, while SR Bancorp Inc. Common stock (SRBK) has a volatility of 6.71%. This indicates that 0P00007069.TO experiences smaller price fluctuations and is considered to be less risky than SRBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 0P00007069.TO | SRBK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 6.71% | -4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.46% | 13.43% | -4.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.03% | 19.14% | -9.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.93% | 18.46% | -8.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.44% | 18.46% | -7.02% |
Dividends
0P00007069.TO vs. SRBK - Dividend Comparison
0P00007069.TO's dividend yield for the trailing twelve months is around 4.58%, more than SRBK's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
0P00007069.TO RBC Select Growth Portfolio A | 4.58% | 5.03% | 4.21% | 2.34% | 1.17% | 3.36% | 0.99% | 0.66% | 2.93% |
SRBK SR Bancorp Inc. Common stock | 1.07% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
0P00007069.TO and SRBK have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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