Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TA (TravelCenters of America LLC) | NA | 136.65% | 109.97% | 39.98% | 4.39% | 12.42% | NA | … | … |
Data as of 05/15/2023, Common starting date is 02/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TA (TravelCenters of America LLC) | 02/01/2007 | 05/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 136.65 | 109.97 | 39.98 | 4.39 | 12.42 | NA | … | … | 92.05 | -13.25 | 58.34 | 90.09 | -8.78 | -8.29 | -42.25 | -24.47 | -25.52 | 29.57 | 107.23 | 10.59 | 12.73 | -14.71 | 84.17 | -80.80 | -57.34 |
| Sharpe Ratio | NA | 1.79 | 1.56 | 0.54 | 0.06 | NA | NA | … | … | 5.42 | -0.25 | 0.98 | 0.88 | -0.57 | -0.54 | -1.07 | -1.14 | -0.96 | 0.26 | 1.50 | -0.17 | -0.06 | -0.48 | 0.68 | -0.85 | -1.47 |
| Standard Deviation(%) | NA | 73.48 | 69.72 | 71.88 | 62.16 | NA | NA | … | … | 90.94 | 59.66 | 59.61 | 101.50 | 56.26 | 55.30 | 57.66 | 51.42 | 45.66 | 42.09 | 59.18 | 47.07 | 98.77 | 68.99 | 96.49 | 117.91 | 57.59 |
| Draw Down(%) | NA | 33.58 | 48.40 | 80.61 | 93.57 | NA | NA | … | … | 9.40 | 39.12 | 32.78 | 70.36 | 66.20 | 38.14 | 59.21 | 37.76 | 48.88 | 28.80 | 42.20 | 38.20 | 75.65 | 63.90 | 57.39 | 92.34 | 73.90 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/15/2023, Common starting date is 02/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TA (TravelCenters of America LLC) |
-61.44%
Jun 2007 – Jun 2010 |
-36.22%
May 2007 – May 2012 |
-21.12%
May 2007 – May 2017 |
-11.13%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TA (TravelCenters of America LLC) |
106.80%
Mar 2020 – Mar 2023 |
54.69%
Nov 2008 – Nov 2013 |
14.41%
Nov 2008 – Nov 2018 |
11.81%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison Chart