Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBCCF (TBC Bank Group PLC) | 87.49% | 92.94% | 109.27% | 60.17% | NA | NA | NA | 30.84% |
Data as of 07/14/2025, AR inception is 08/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBCCF (TBC Bank Group PLC) | 08/29/2018 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 92.94 | 109.27 | 60.17 | NA | NA | NA | 30.84 | 87.49 | 89.33 | 12.56 | 150.38 | 5.38 | -37.98 | -23.26 | 0.00 |
| Sharpe Ratio | NA | 2.36 | 1.82 | 1.28 | NA | NA | NA | 0.55 | 4.42 | 1.68 | 1.07 | 1.91 | 1.02 | -0.73 | -0.95 | 0.00 |
| Standard Deviation(%) | NA | 38.09 | 58.23 | 45.36 | NA | NA | NA | 44.81 | 52.52 | 51.05 | 8.42 | 78.44 | 5.24 | 52.56 | 26.16 | NA |
| Draw Down(%) | NA | 6.47 | 6.47 | 6.47 | NA | NA | NA | 54.62 | 6.47 | 0.00 | 0.00 | 0.05 | 0.00 | 48.78 | 24.94 | 0.00 |
| Yield(%) | 0.00 | 8.98 | 35.16 | 22.87 | 5.57 | 3.71 | 2.79 | 9.29 | 6.16 | 21.60 | 11.49 | 19.27 | 5.10 | 0.00 | 2.75 | 0.00 |
Data as of 07/14/2025, AR inception is 08/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBCCF (TBC Bank Group PLC) |
-20.55%
Sep 2018 - Sep 2021 |
7.17%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBCCF (TBC Bank Group PLC) |
113.47%
May 2022 - May 2025 |
60.17%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart