Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCLAF (Transcontinental Inc) | 20.65% | 29.49% | 11.91% | 8.07% | 8.18% | NA | NA | 5.86% |
Data as of 08/01/2025, AR inception is 10/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCLAF (Transcontinental Inc) | 10/11/2010 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.38 | 29.49 | 11.91 | 8.07 | 8.18 | NA | NA | 5.86 | 20.65 | 28.39 | -0.17 | -26.07 | 3.11 | 45.76 | -9.87 | -26.78 | 25.80 | 37.10 | -10.08 | 7.81 | 32.14 | 1.31 | -12.52 | 0.00 |
| Sharpe Ratio | NA | 0.96 | 0.27 | 0.30 | 0.19 | NA | NA | 0.14 | 1.15 | 0.94 | -0.11 | -0.81 | 0.10 | 0.80 | -0.35 | -0.90 | 1.05 | 1.11 | -0.25 | 0.29 | 1.33 | 0.05 | -0.50 | 0.00 |
| Standard Deviation(%) | NA | 29.05 | 31.60 | 34.28 | 35.32 | NA | NA | 32.85 | 30.50 | 26.43 | 35.25 | 33.93 | 31.34 | 56.53 | 32.77 | 31.24 | 24.16 | 33.20 | 40.92 | 26.48 | 24.16 | 28.00 | 25.19 | NA |
| Draw Down(%) | NA | 10.41 | 40.91 | 59.01 | 68.09 | NA | NA | 68.09 | 10.41 | 11.77 | 33.19 | 32.06 | 30.97 | 46.45 | 36.26 | 40.93 | 11.61 | 19.74 | 36.04 | 17.45 | 12.94 | 30.42 | 27.16 | 0.00 |
| Yield(%) | 0.00 | 11.31 | 6.76 | 6.51 | 6.73 | 4.95 | 3.72 | 5.31 | 9.37 | 4.90 | 5.87 | 5.36 | 5.80 | 5.50 | 5.82 | 3.18 | 2.81 | 4.75 | 3.70 | 4.24 | 5.12 | 5.98 | 3.44 | 0.00 |
Data as of 08/01/2025, AR inception is 10/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCLAF (Transcontinental Inc) |
-18.42%
Mar 2017 - Mar 2020 |
-12.24%
Aug 2018 - Aug 2023 |
-2.07%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCLAF (Transcontinental Inc) |
35.49%
Aug 2015 - Aug 2018 |
25.41%
Sep 2012 - Sep 2017 |
8.88%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart