Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDG (Transdigm Group Incorporated) | -7.65% | -9.40% | 22.16% | 17.30% | 26.47% | 32.95% | 32.65% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDG (Transdigm Group Incorporated) | 03/15/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.92 | -9.40 | 22.16 | 17.30 | 26.47 | 32.95 | 32.65 | … | … | -7.65 | 12.15 | 32.27 | 66.57 | 1.77 | 2.82 | 10.51 | 108.66 | 23.83 | 32.69 | 34.35 | 16.35 | 73.79 | 49.23 | 64.37 | 32.87 | 51.61 | 84.91 | -25.67 | 70.37 | 10.00 |
| Sharpe Ratio | NA | -0.38 | 0.77 | 0.57 | 0.74 | NA | NA | … | … | -0.48 | 0.34 | 1.21 | 2.84 | 0.01 | 0.09 | 0.14 | 3.96 | 0.90 | 1.15 | 1.12 | 0.77 | 2.86 | 2.24 | 2.64 | 0.95 | 2.28 | 2.19 | -0.48 | 1.96 | 0.31 |
| Standard Deviation(%) | NA | 27.85 | 25.66 | 27.89 | 34.47 | NA | NA | … | … | 31.40 | 27.44 | 23.65 | 22.40 | 34.48 | 30.22 | 70.80 | 27.06 | 25.07 | 28.02 | 30.47 | 21.06 | 25.78 | 21.96 | 24.64 | 34.54 | 22.62 | 38.79 | 55.14 | 34.52 | 29.79 |
| Draw Down(%) | NA | 25.30 | 25.30 | 25.30 | 62.64 | NA | NA | … | … | 21.87 | 18.39 | 12.23 | 11.15 | 24.93 | 19.22 | 62.64 | 8.69 | 16.90 | 17.99 | 18.60 | 13.33 | 9.65 | 9.39 | 10.64 | 21.40 | 14.08 | 22.95 | 46.80 | 15.54 | 16.29 |
| Yield(%) | 0.00 | 6.21 | 8.46 | 6.57 | 16.39 | 48.85 | 113.62 | … | … | 0.00 | 7.18 | 7.56 | 5.59 | 2.88 | 0.00 | 0.00 | 20.61 | 0.00 | 10.68 | 13.89 | 0.00 | 23.90 | 23.97 | 20.83 | 0.00 | 0.00 | 34.88 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDG (Transdigm Group Incorporated) |
4.69%
Jan 2020 – Jan 2023 |
17.86%
Apr 2021 – Apr 2026 |
26.86%
May 2016 – May 2026 |
31.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDG (Transdigm Group Incorporated) |
69.26%
Jun 2009 – Jun 2012 |
65.85%
Jun 2009 – Jun 2014 |
49.47%
Mar 2009 – Mar 2019 |
42.55%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart