Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TFINP (Triumph Financial Inc) | -0.30% | 9.99% | 4.13% | 6.43% | NA | NA | NA | 6.11% |
Data as of 07/11/2025, AR inception is 06/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFINP (Triumph Financial Inc) | 06/18/2020 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 9.99 | 4.13 | 6.43 | NA | NA | NA | 6.11 | -0.30 | 18.42 | 1.70 | -10.81 | 5.94 | 18.57 |
| Sharpe Ratio | NA | 0.36 | 0.03 | 0.17 | NA | NA | NA | 0.17 | -0.18 | 0.92 | -0.05 | -0.42 | 0.48 | 3.83 |
| Standard Deviation(%) | NA | 18.72 | 28.77 | 24.10 | NA | NA | NA | 23.99 | 20.42 | 16.12 | 37.19 | 29.39 | 12.33 | 9.66 |
| Draw Down(%) | NA | 11.72 | 35.24 | 35.24 | NA | NA | NA | 35.24 | 11.61 | 7.79 | 34.49 | 14.72 | 3.88 | 2.45 |
| Yield(%) | 0.00 | 8.17 | 7.12 | 7.84 | 3.86 | 2.57 | 1.93 | 7.72 | 3.84 | 8.46 | 7.69 | 6.48 | 6.57 | 5.90 |
Data as of 07/11/2025, AR inception is 06/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFINP (Triumph Financial Inc) |
-4.41%
Oct 2020 - Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFINP (Triumph Financial Inc) |
4.09%
Jan 2022 - Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart