Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005 Strategic Asset Allocation - Equal Weight Moderate | NA | 20.61% | 4.68% | 9.47% | 7.26% | 7.45% | 6.48% | 7.01% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005 Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 20.61 | 4.68 | 9.47 | 7.26 | 7.45 | 6.48 | 7.01 | NA | 9.29 | 7.65 | -4.68 | 7.86 | 26.56 | 17.87 | -5.05 | 9.92 | 2.68 | 2.16 | 3.90 | 15.16 | 8.08 | 1.07 | 8.81 | 17.27 | -21.31 | 8.89 | 9.23 | 4.70 | 13.97 | 20.90 | 3.92 | 0.99 |
| Sharpe Ratio | NA | 0.45 | 0.00 | 0.56 | 0.56 | NA | NA | 0.59 | 0.08 | 0.32 | 0.45 | -0.52 | 0.89 | 1.49 | 2.32 | -0.67 | 1.86 | 0.29 | 0.26 | 0.54 | 2.47 | 1.43 | 0.11 | 1.03 | 1.35 | -1.23 | 0.77 | 0.89 | 0.41 | 1.79 | 3.44 | 0.45 | -0.20 |
| Standard Deviation(%) | NA | 8.36 | 9.34 | 11.41 | 9.76 | NA | NA | 9.21 | 7.55 | 8.41 | 7.56 | 11.56 | 8.79 | 17.62 | 7.10 | 9.47 | 4.98 | 8.41 | 8.28 | 7.15 | 6.13 | 5.62 | 9.47 | 8.48 | 12.73 | 18.01 | 7.61 | 6.70 | 6.18 | 7.27 | 5.87 | 6.28 | 6.69 |
| Draw Down(%) | NA | 5.42 | 13.34 | 18.38 | 18.38 | NA | NA | 33.05 | 0.56 | 5.42 | 7.19 | 13.34 | 6.23 | 18.38 | 3.12 | 12.05 | 2.18 | 7.79 | 7.53 | 5.26 | 4.90 | 4.61 | 8.56 | 6.60 | 13.90 | 30.06 | 5.43 | 7.87 | 4.72 | 6.13 | 4.42 | 7.44 | 9.34 |
| Yield(%) | NA | 6.42 | 4.77 | 4.11 | 3.42 | NA | NA | 3.88 | NA | 0.53 | 6.68 | 2.72 | 4.58 | 5.09 | 1.33 | 3.88 | 0.42 | 3.07 | 3.78 | 3.58 | 4.27 | 3.40 | 3.95 | 2.65 | 4.37 | 4.89 | 5.67 | 5.76 | 3.67 | 3.79 | 5.45 | 2.08 | 3.60 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005 Strategic Asset Allocation - Equal Weight Moderate |
-6.25%
Feb 2006 - Feb 2009 |
-0.35%
Feb 2004 - Feb 2009 |
4.01%
Feb 2006 - Feb 2016 |
4.54%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005 Strategic Asset Allocation - Equal Weight Moderate |
17.18%
Dec 2018 - Dec 2021 |
12.70%
Oct 2002 - Oct 2007 |
8.67%
Sep 2011 - Sep 2021 |
8.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart