Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFIN (Triumph Financial, Inc.) | -31.79% | -33.81% | -1.08% | 20.90% | 16.60% | NA | NA | 17.13% |
Data as of 07/17/2025, AR inception is 11/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFIN (Triumph Financial, Inc.) | 11/07/2014 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.93 | -33.81 | -1.08 | 20.90 | 16.60 | NA | NA | 17.13 | -31.79 | 13.42 | 64.07 | -58.96 | 145.27 | 27.70 | 28.01 | -5.71 | 20.46 | 58.48 | 21.77 | 6.27 |
| Sharpe Ratio | NA | -0.62 | -0.08 | 0.47 | 0.38 | NA | NA | 0.36 | -1.03 | 0.18 | 1.60 | -1.17 | 3.55 | 0.36 | 0.90 | -0.24 | 0.75 | 2.02 | 0.76 | 1.05 |
| Standard Deviation(%) | NA | 46.37 | 42.10 | 43.87 | 42.47 | NA | NA | 41.90 | 49.68 | 38.59 | 37.79 | 51.68 | 40.92 | 75.26 | 29.42 | 29.73 | 26.69 | 28.88 | 28.76 | 50.64 |
| Draw Down(%) | NA | 57.59 | 57.59 | 65.58 | 65.58 | NA | NA | 65.58 | 49.20 | 21.65 | 27.92 | 62.61 | 26.51 | 54.87 | 19.07 | 37.89 | 25.95 | 21.70 | 11.96 | 15.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 11/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFIN (Triumph Financial, Inc.) |
-14.97%
Mar 2022 - Mar 2025 |
4.81%
May 2018 - May 2023 |
14.81%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFIN (Triumph Financial, Inc.) |
58.86%
Dec 2018 - Dec 2021 |
44.53%
Oct 2016 - Oct 2021 |
20.96%
Dec 2014 - Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart