Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCUEX (SHORT DURATION PORTFOLIO INVESTOR SHARES) | NA | -2.39% | -1.91% | 0.59% | 0.37% | NA | NA | … | … |
Data as of 05/15/2023, Common starting date is 05/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCUEX (SHORT DURATION PORTFOLIO INVESTOR SHARES) | 05/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | -2.39 | -1.91 | 0.59 | 0.37 | NA | NA | … | … | 1.23 | -7.55 | -1.45 | 3.88 | 3.23 | 0.21 | 0.86 | 0.49 | 0.02 | 0.51 | -0.45 |
| Sharpe Ratio | NA | -2.01 | -1.51 | -0.28 | -0.21 | NA | NA | … | … | -0.75 | -3.27 | -1.17 | 1.80 | 1.14 | -0.84 | 0.22 | 0.28 | -0.01 | 0.62 | -0.84 |
| Standard Deviation(%) | NA | 2.67 | 1.98 | 1.96 | 1.56 | NA | NA | … | … | 2.05 | 2.74 | 1.27 | 2.02 | 1.60 | 1.33 | 1.07 | 1.04 | 1.10 | 0.80 | 0.86 |
| Draw Down(%) | NA | 4.81 | 8.95 | 8.95 | 8.95 | NA | NA | … | … | 0.68 | 7.90 | 1.66 | 2.64 | 0.92 | 0.91 | 0.60 | 1.12 | 0.81 | 0.33 | 0.78 |
| Yield(%) | 0.00 | 2.24 | 1.22 | 1.72 | 1.23 | 0.82 | 0.61 | … | … | 0.86 | 1.61 | 0.48 | 1.56 | 2.56 | 1.98 | 1.28 | 0.81 | 0.64 | 0.51 | 0.27 |
Data as of 05/15/2023, Common starting date is 05/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCUEX (SHORT DURATION PORTFOLIO INVESTOR SHARES) |
-1.98%
Apr 2020 – Apr 2023 |
0.04%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCUEX (SHORT DURATION PORTFOLIO INVESTOR SHARES) |
3.21%
Jan 2018 – Jan 2021 |
2.14%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart