Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCUDX (SHORT DURATION PORTFOLIO TCU SHARES) | NA | -1.58% | -1.49% | 0.86% | 0.52% | 0.68% | 0.51% | … | … |
Data as of 05/15/2023, Common starting date is 10/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCUDX (SHORT DURATION PORTFOLIO TCU SHARES) | 10/29/1992 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -1.58 | -1.49 | 0.86 | 0.52 | 0.68 | 0.51 | … | … | 1.07 | -6.18 | -1.01 | 3.99 | 4.31 | 1.19 | 0.76 | 0.50 | 0.05 | 0.51 | -0.16 | 1.03 | 1.41 | 1.59 | 1.58 | -1.25 | 0.52 | 0.32 | -1.55 | 0.20 | 2.65 | 5.53 | 8.91 | 9.00 | 2.79 | 6.00 | 7.52 | 5.38 | 11.55 | 0.75 | 6.46 | 0.81 |
| Sharpe Ratio | NA | -1.62 | -1.27 | -0.14 | -0.12 | NA | NA | … | … | -0.98 | -2.68 | -0.83 | 1.84 | 1.66 | -0.10 | 0.12 | 0.29 | 0.02 | 0.63 | -0.26 | 1.40 | 1.31 | 1.13 | 0.68 | -0.69 | -1.50 | -2.47 | -3.17 | -0.40 | 0.83 | 1.83 | 2.12 | 1.90 | -0.15 | 0.90 | 1.50 | 0.67 | 2.76 | -0.85 | 1.84 | 1.32 |
| Standard Deviation(%) | NA | 2.74 | 2.02 | 2.00 | 1.58 | NA | NA | … | … | 2.02 | 2.83 | 1.25 | 2.04 | 1.75 | 1.41 | 1.06 | 1.04 | 1.10 | 0.80 | 0.76 | 0.70 | 1.06 | 1.33 | 2.20 | 3.16 | 1.67 | 1.21 | 1.17 | 1.90 | 2.36 | 2.42 | 3.16 | 2.61 | 2.80 | 2.96 | 2.65 | 2.78 | 2.80 | 2.58 | 2.38 | 2.02 |
| Draw Down(%) | NA | 4.25 | 8.03 | 8.03 | 8.03 | NA | NA | … | … | 0.68 | 7.12 | 1.32 | 2.64 | 0.92 | 0.91 | 0.60 | 1.12 | 0.80 | 0.33 | 0.70 | 0.20 | 0.51 | 0.82 | 1.99 | 5.03 | 1.25 | 1.15 | 1.76 | 2.06 | 1.61 | 1.10 | 1.50 | 0.63 | 1.32 | 1.99 | 0.85 | 1.42 | 1.02 | 2.40 | 1.12 | 0.60 |
| Yield(%) | 0.00 | 2.26 | 1.24 | 1.74 | 1.26 | 1.02 | 0.94 | … | … | 0.87 | 1.64 | 0.50 | 1.59 | 2.59 | 2.00 | 1.17 | 0.82 | 0.67 | 0.51 | 0.65 | 0.61 | 1.00 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.43 | 4.01 | 5.01 | 6.89 | 6.69 | 5.77 | 5.75 | 6.57 | 6.40 | 6.80 | 5.95 | 5.95 | 1.20 |
Data as of 05/15/2023, Common starting date is 10/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCUDX (SHORT DURATION PORTFOLIO TCU SHARES) |
-1.54%
Apr 2020 – Apr 2023 |
-0.71%
Feb 2004 – Feb 2009 |
0.24%
Mar 2004 – Mar 2014 |
0.41%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCUDX (SHORT DURATION PORTFOLIO TCU SHARES) |
8.12%
Dec 1994 – Dec 1997 |
7.03%
Sep 1996 – Sep 2001 |
6.35%
Dec 1992 – Dec 2002 |
4.41%
Nov 1992 – Nov 2007 |
Annualized Rolling Returns Comparison Chart