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SRBK vs. 0P00007069.TO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SRBK and 0P00007069.TO is 0.14, 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.

SRBK vs. 0P00007069.TO

Last updated Jun 1, 2025

Compare and contrast key facts about SR Bancorp Inc. Common stock (SRBK) and RBC Select Growth Portfolio A (0P00007069.TO).

0P00007069.TO is managed by RBC Global Asset Management.. It was launched on Dec 11, 1986.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRBK or 0P00007069.TO.

Performance

SRBK vs. 0P00007069.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SR Bancorp Inc. Common stock (SRBK) and RBC Select Growth Portfolio A (0P00007069.TO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SRBK:

2.71

0P00007069.TO:

0.53

Sortino Ratio

SRBK:

3.49

0P00007069.TO:

0.69

Omega Ratio

SRBK:

1.47

0P00007069.TO:

1.10

Calmar Ratio

SRBK:

4.11

0P00007069.TO:

0.38

Martin Ratio

SRBK:

14.09

0P00007069.TO:

1.23

Ulcer Index

SRBK:

2.89%

0P00007069.TO:

4.55%

Daily Std Dev

SRBK:

15.93%

0P00007069.TO:

12.04%

Max Drawdown

SRBK:

-13.47%

0P00007069.TO:

-24.48%

Current Drawdown

SRBK:

-4.04%

0P00007069.TO:

-4.48%

Returns By Period

In the year-to-date period, SRBK achieves a 8.00% return, which is significantly higher than 0P00007069.TO's 2.10% return.

SRBK

YTD

8.00%

1M

-2.29%

6M

14.03%

1Y

42.60%

3Y*

N/A

5Y*

N/A

10Y*

N/A

0P00007069.TO

YTD

2.10%

1M

3.96%

6M

-3.18%

1Y

6.08%

3Y*

5.91%

5Y*

5.74%

10Y*

N/A

*Annualized

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SR Bancorp Inc. Common stock

RBC Select Growth Portfolio A

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

SRBK vs. 0P00007069.TO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SRBK
The Risk-Adjusted Performance Rank of SRBK is 9797
Overall Rank
The Sharpe Ratio Rank of SRBK is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of SRBK is 9696
Sortino Ratio Rank
The Omega Ratio Rank of SRBK is 9595
Omega Ratio Rank
The Calmar Ratio Rank of SRBK is 9898
Calmar Ratio Rank
The Martin Ratio Rank of SRBK is 9797
Martin Ratio Rank
0P00007069.TO
The Risk-Adjusted Performance Rank of 0P00007069.TO is 3434
Overall Rank
The Sharpe Ratio Rank of 0P00007069.TO is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of 0P00007069.TO is 3333
Sortino Ratio Rank
The Omega Ratio Rank of 0P00007069.TO is 3535
Omega Ratio Rank
The Calmar Ratio Rank of 0P00007069.TO is 3636
Calmar Ratio Rank
The Martin Ratio Rank of 0P00007069.TO is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SRBK vs. 0P00007069.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SR Bancorp Inc. Common stock (SRBK) and RBC Select Growth Portfolio A (0P00007069.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.

The current SRBK Sharpe Ratio is 2.71, which is higher than the 0P00007069.TO Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of SRBK and 0P00007069.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

SRBK vs. 0P00007069.TO - Dividend Comparison

SRBK's dividend yield for the trailing twelve months is around 0.39%, while 0P00007069.TO has not paid dividends to shareholders.

TTM2024202320222021202020192018
SRBK
SR Bancorp Inc. Common stock		0.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
0P00007069.TO
RBC Select Growth Portfolio A		0.00%0.00%0.00%0.00%0.00%0.00%0.50%1.77%

Drawdowns

SRBK vs. 0P00007069.TO - Drawdown Comparison

The maximum SRBK drawdown since its inception was -13.47%, smaller than the maximum 0P00007069.TO drawdown of -24.48%. Use the drawdown chart below to compare losses from any high point for SRBK and 0P00007069.TO.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

SRBK vs. 0P00007069.TO - Volatility Comparison

SR Bancorp Inc. Common stock (SRBK) has a higher volatility of 3.29% compared to RBC Select Growth Portfolio A (0P00007069.TO) at 2.76%. This indicates that SRBK's price experiences larger fluctuations and is considered to be riskier than 0P00007069.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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