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RSI.TO vs. SLF
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RSI.TO vs. SLF - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Rogers Sugar Inc. (RSI.TO) and Sun Life Financial Inc. (SLF). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

RSI.TO is traded in CAD, while SLF is traded in USD. To make them comparable, the SLF values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, RSI.TO achieves a 18.07% return, which is significantly lower than SLF's 27.84% return. Over the past 10 years, RSI.TO has underperformed SLF with an annualized return of 8.34%, while SLF has yielded a comparatively higher 14.15% annualized return.


RSI.TO

1D
0.29%
1M
2.97%
YTD
18.07%
6M
18.46%
1Y
30.56%
3Y*
12.92%
5Y*
9.97%
10Y*
8.34%

SLF

1D
1.24%
1M
9.54%
YTD
27.84%
6M
31.27%
1Y
27.70%
3Y*
21.75%
5Y*
15.91%
10Y*
14.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RSI.TO vs. SLF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSI.TO
Rogers Sugar Inc.
18.07%7.81%16.22%0.71%1.50%12.89%22.74%-3.50%-8.26%-1.78%
SLF
Sun Life Financial Inc.
27.84%4.72%29.60%14.97%-7.37%29.65%-0.86%36.81%-9.34%3.65%

Correlation

The correlation between RSI.TO and SLF is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.28

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2006

0.18

The correlation between RSI.TO and SLF shifts across timeframes, from 0.16 (1 year) to 0.28 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RSI.TO:

CA$1.04B

SLF:

$30.85B

EPS

RSI.TO:

CA$0.47

SLF:

CA$6.22

PE Ratio

RSI.TO:

14.64

SLF:

17.21

PS Ratio

RSI.TO:

0.82

SLF:

1.43

PB Ratio

RSI.TO:

2.19

SLF:

1.89

Total Revenue (TTM)

RSI.TO:

CA$1.24B

SLF:

CA$39.40B

Gross Profit (TTM)

RSI.TO:

CA$199.73M

SLF:

CA$20.48B

EBITDA (TTM)

RSI.TO:

CA$150.40M

SLF:

CA$4.74B

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Return for Risk

RSI.TO vs. SLF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSI.TO
RSI.TO Risk / Return Rank: 8989
Overall Rank
RSI.TO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
RSI.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
RSI.TO Omega Ratio Rank: 9191
Omega Ratio Rank
RSI.TO Calmar Ratio Rank: 8787
Calmar Ratio Rank
RSI.TO Martin Ratio Rank: 8888
Martin Ratio Rank

SLF
SLF Risk / Return Rank: 7272
Overall Rank
SLF Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
SLF Sortino Ratio Rank: 6868
Sortino Ratio Rank
SLF Omega Ratio Rank: 7272
Omega Ratio Rank
SLF Calmar Ratio Rank: 7171
Calmar Ratio Rank
SLF Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RSI.TO vs. SLF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rogers Sugar Inc. (RSI.TO) and Sun Life Financial Inc. (SLF). 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.


RSI.TOSLFDifference
Sharpe ratioReturn per unit of total volatility

+0.87

Sortino ratioReturn per unit of downside risk

+1.33

Omega ratioGain probability vs. loss probability

1.42

1.24

+0.18

Calmar ratioReturn relative to maximum drawdown

3.51

1.77

+1.74

Martin ratioReturn relative to average drawdown

9.98

4.29

+5.70

RSI.TO vs. SLF - Sharpe Ratio Comparison

The current RSI.TO Sharpe Ratio is 2.12, which is higher than the SLF Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of RSI.TO and SLF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RSI.TO vs. SLF - Drawdown Comparison

The maximum RSI.TO drawdown since its inception was -42.56%, smaller than the maximum SLF drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for RSI.TO and SLF.


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Drawdown Indicators


RSI.TOSLFDifference

Max Drawdown

Largest peak-to-trough decline

-42.56%

-71.22%

+28.66%

Max Drawdown (1Y)

Largest decline over 1 year

-8.81%

-14.60%

+5.79%

Max Drawdown (3Y)

Largest decline over 3 years

-15.51%

-14.60%

-0.91%

Max Drawdown (5Y)

Largest decline over 5 years

-19.14%

-24.85%

+5.71%

Max Drawdown (10Y)

Largest decline over 10 years

-34.47%

-46.41%

+11.94%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-9.10%

-14.15%

+5.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.09%

6.02%

-2.93%

Volatility

RSI.TO vs. SLF - Volatility Comparison

The current volatility for Rogers Sugar Inc. (RSI.TO) is 3.08%, while Sun Life Financial Inc. (SLF) has a volatility of 5.09%. This indicates that RSI.TO experiences smaller price fluctuations and is considered to be less risky than SLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSI.TOSLFDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.08%

5.09%

-2.01%

Volatility (6M)

Calculated over the trailing 6-month period

9.35%

14.39%

-5.04%

Volatility (1Y)

Calculated over the trailing 1-year period

14.60%

20.74%

-6.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.96%

20.35%

-4.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.87%

23.53%

-4.66%

Dividends

RSI.TO vs. SLF - Dividend Comparison

RSI.TO's dividend yield for the trailing twelve months is around 5.19%, more than SLF's 3.47% yield.


PositionTTM20252024202320222021202020192018201720162015
RSI.TO
Rogers Sugar Inc.
5.19%6.05%6.13%6.69%6.33%6.05%6.42%7.32%6.62%5.70%5.29%8.49%
SLF
Sun Life Financial Inc.
3.47%4.03%4.00%4.98%4.59%3.32%3.69%3.47%4.71%3.17%3.98%4.64%

Financials

RSI.TO vs. SLF - Financials Comparison

This section allows you to compare key financial metrics between Rogers Sugar Inc. and Sun Life Financial Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-5.00B0.005.00B10.00B15.00B20222023202420252026
280.62M
8.88B
(RSI.TO) Total Revenue
(SLF) Total Revenue
Values in CAD except per share items

RSI.TO vs. SLF - Profitability Comparison

The chart below illustrates the profitability comparison between Rogers Sugar Inc. and Sun Life Financial Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
17.4%
100.0%
Portfolio components
RSI.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rogers Sugar Inc. reported a gross profit of 48.72M and revenue of 280.62M. Therefore, the gross margin over that period was 17.4%.

SLF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported a gross profit of 8.88B and revenue of 8.88B. Therefore, the gross margin over that period was 100.0%.

RSI.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rogers Sugar Inc. reported an operating income of 27.98M and revenue of 280.62M, resulting in an operating margin of 10.0%.

SLF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported an operating income of 633.63M and revenue of 8.88B, resulting in an operating margin of 7.1%.

RSI.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rogers Sugar Inc. reported a net income of 12.65M and revenue of 280.62M, resulting in a net margin of 4.5%.

SLF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sun Life Financial Inc. reported a net income of 537.39M and revenue of 8.88B, resulting in a net margin of 6.1%.


Frequently Asked Questions


RSI.TO and SLF have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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