RSI.TO vs. FIE.TO
Compare and contrast key facts about Rogers Sugar Inc. (RSI.TO) and iShares Canadian Financial Monthly Income ETF (FIE.TO).
FIE.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Can Equity Tgt Alloc NR CAD. It was launched on Apr 16, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSI.TO or FIE.TO.
Correlation
The correlation between RSI.TO and FIE.TO is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RSI.TO vs. FIE.TO - Performance Comparison
Key characteristics
RSI.TO:
0.79
FIE.TO:
1.93
RSI.TO:
1.42
FIE.TO:
2.52
RSI.TO:
1.17
FIE.TO:
1.41
RSI.TO:
1.00
FIE.TO:
2.35
RSI.TO:
2.17
FIE.TO:
10.52
RSI.TO:
7.15%
FIE.TO:
1.95%
RSI.TO:
19.68%
FIE.TO:
10.38%
RSI.TO:
-42.95%
FIE.TO:
-42.32%
RSI.TO:
-8.75%
FIE.TO:
-0.31%
Returns By Period
In the year-to-date period, RSI.TO achieves a -2.33% return, which is significantly lower than FIE.TO's 1.57% return. Over the past 10 years, RSI.TO has outperformed FIE.TO with an annualized return of 9.05%, while FIE.TO has yielded a comparatively lower 6.69% annualized return.
RSI.TO
-2.33%
7.02%
3.04%
15.52%
10.58%
9.05%
FIE.TO
1.57%
8.59%
3.52%
20.01%
13.78%
6.69%
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Risk-Adjusted Performance
RSI.TO vs. FIE.TO — Risk-Adjusted Performance Rank
RSI.TO
FIE.TO
RSI.TO vs. FIE.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rogers Sugar Inc. (RSI.TO) and iShares Canadian Financial Monthly Income ETF (FIE.TO). 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.
Dividends
RSI.TO vs. FIE.TO - Dividend Comparison
RSI.TO's dividend yield for the trailing twelve months is around 6.38%, more than FIE.TO's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSI.TO Rogers Sugar Inc. | 6.38% | 6.13% | 6.69% | 6.33% | 6.05% | 6.42% | 7.32% | 6.62% | 5.70% | 5.29% | 8.49% | 7.58% |
FIE.TO iShares Canadian Financial Monthly Income ETF | 4.18% | 4.25% | 5.17% | 5.61% | 4.67% | 5.21% | 4.94% | 5.61% | 4.79% | 4.90% | 5.71% | 5.86% |
Drawdowns
RSI.TO vs. FIE.TO - Drawdown Comparison
The maximum RSI.TO drawdown since its inception was -42.95%, roughly equal to the maximum FIE.TO drawdown of -42.32%. Use the drawdown chart below to compare losses from any high point for RSI.TO and FIE.TO. For additional features, visit the drawdowns tool.
Volatility
RSI.TO vs. FIE.TO - Volatility Comparison
Rogers Sugar Inc. (RSI.TO) has a higher volatility of 6.20% compared to iShares Canadian Financial Monthly Income ETF (FIE.TO) at 5.30%. This indicates that RSI.TO's price experiences larger fluctuations and is considered to be riskier than FIE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.