Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TG (Tredegar Corporation) | 18.23% | 67.53% | -0.96% | -0.74% | -3.21% | 0.47% | 0.90% | 5.75% |
Data as of 07/14/2025, AR inception is 01/12/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TG (Tredegar Corporation) | 01/12/1990 | 07/14/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 67.53 | -0.96 | -0.74 | -3.21 | 0.47 | 0.90 | 5.75 | 18.23 | 41.96 | -45.17 | -9.59 | -26.75 | 8.64 | 44.44 | -15.51 | -18.79 | 80.67 | -37.87 | -20.64 | 42.67 | -3.14 | 15.80 | 23.59 | -12.04 | 14.18 | -28.27 | 77.08 | -35.51 | 31.44 | 4.73 | -20.34 | 9.67 | -15.07 | -7.39 | 3.16 | 65.17 | 88.21 | 87.54 | 17.57 | -1.62 | 57.49 | 39.21 | -48.40 |
| Sharpe Ratio | NA | 1.58 | -0.09 | -0.06 | -0.10 | NA | NA | 0.09 | 0.87 | 0.63 | -0.99 | -0.36 | -0.85 | 0.12 | 1.37 | -0.35 | -0.54 | 1.95 | -0.98 | -0.64 | 1.06 | -0.08 | 0.33 | 0.66 | -0.24 | 0.20 | -0.70 | 2.14 | -1.04 | 0.87 | 0.12 | -0.51 | 0.16 | -0.40 | -0.29 | 0.00 | 2.22 | 2.42 | 3.90 | 0.60 | -0.12 | 1.65 | 0.74 | -1.56 |
| Standard Deviation(%) | NA | 47.01 | 47.99 | 44.55 | 45.28 | NA | NA | 41.27 | 39.34 | 56.32 | 49.98 | 30.82 | 31.59 | 68.94 | 31.52 | 48.38 | 36.19 | 41.31 | 38.70 | 32.16 | 40.18 | 40.34 | 47.79 | 35.47 | 49.99 | 66.17 | 44.68 | 34.61 | 36.24 | 34.98 | 35.04 | 42.35 | 45.37 | 48.14 | 36.83 | 42.49 | 27.68 | 34.67 | 21.48 | 24.39 | 30.66 | 33.03 | 47.72 | 35.15 |
| Draw Down(%) | NA | 27.68 | 66.53 | 75.46 | 75.46 | NA | NA | 75.66 | 18.60 | 33.43 | 63.61 | 24.18 | 38.50 | 48.91 | 18.08 | 42.17 | 40.44 | 17.16 | 46.39 | 41.14 | 27.69 | 48.40 | 38.80 | 14.08 | 31.15 | 44.58 | 45.25 | 18.06 | 41.16 | 26.76 | 29.44 | 50.24 | 28.34 | 52.77 | 46.64 | 47.35 | 14.54 | 17.47 | 11.37 | 11.44 | 30.01 | 27.22 | 30.84 | 51.44 |
| Yield(%) | 0.00 | 0.00 | 1.75 | 9.86 | 4.26 | 4.61 | 3.92 | 3.11 | 0.00 | 0.00 | 2.52 | 4.15 | 2.96 | 28.92 | 2.84 | 2.24 | 1.80 | 3.12 | 1.91 | 1.23 | 1.31 | 4.15 | 0.91 | 0.97 | 0.89 | 1.02 | 0.71 | 1.22 | 0.79 | 1.01 | 1.06 | 0.85 | 0.68 | 0.84 | 0.69 | 0.45 | 0.84 | 0.79 | 1.55 | 1.60 | 1.50 | 2.29 | 3.25 | 1.64 |
Data as of 07/14/2025, AR inception is 01/12/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TG (Tredegar Corporation) |
-31.60%
Feb 2021 - Feb 2024 |
-17.27%
Aug 2018 - Aug 2023 |
-11.79%
Oct 2013 - Oct 2023 |
-4.27%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TG (Tredegar Corporation) |
82.73%
Jul 1994 - Jul 1997 |
59.53%
May 1993 - May 1998 |
28.93%
Aug 1991 - Aug 2001 |
17.91%
Dec 1991 - Dec 2006 |
Annualized Rolling Returns Comparison Chart