Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCLCF (Transcontinental Inc) | 6.38% | 33.90% | -5.71% | 11.22% | 7.03% | NA | NA | 8.10% |
Data as of 01/02/2025, AR inception is 04/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCLCF (Transcontinental Inc) | 04/10/2013 | 01/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.90 | -5.71 | 11.22 | 7.03 | NA | NA | 8.10 | 6.38 | 25.87 | -3.57 | -35.07 | 15.58 | 75.64 | -28.49 | 5.08 | 22.58 | -4.00 | 31.05 | -9.45 | 31.84 |
| Sharpe Ratio | NA | 1.17 | -0.24 | 0.23 | 0.18 | NA | NA | 0.21 | NA | 1.53 | -0.18 | -1.00 | 1.23 | 1.14 | -1.01 | 1.50 | 1.24 | -0.20 | 2.10 | -0.51 | 1.68 |
| Standard Deviation(%) | NA | 25.93 | 36.60 | 41.84 | 31.98 | NA | NA | 30.72 | 0.00 | 24.48 | 40.83 | 36.65 | 12.64 | 65.71 | 29.70 | 2.47 | 17.82 | 20.83 | 14.79 | 18.56 | 27.36 |
| Draw Down(%) | NA | 8.10 | 56.46 | 56.46 | 56.46 | NA | NA | 56.46 | 0.00 | 8.10 | 31.36 | 36.57 | 6.49 | 33.10 | 29.38 | 0.00 | 2.78 | 16.88 | 0.00 | 14.16 | 3.30 |
| Yield(%) | 0.00 | 4.41 | 4.68 | 8.20 | 6.82 | 5.62 | 4.21 | 7.66 | 0.00 | 4.41 | 11.00 | 5.47 | 5.12 | 8.10 | 6.17 | 4.93 | 4.88 | 4.57 | 5.41 | 4.38 | 3.67 |
Data as of 01/02/2025, AR inception is 04/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCLCF (Transcontinental Inc) |
-15.72%
Jun 2017 - Jun 2020 |
-8.34%
Oct 2018 - Oct 2023 |
-0.42%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCLCF (Transcontinental Inc) |
18.97%
Mar 2019 - Mar 2022 |
15.73%
Jul 2016 - Jul 2021 |
6.64%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart