Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGI (Triumph Group, Inc.) | 38.80% | 59.88% | 26.45% | 26.20% | -8.40% | -1.46% | 2.47% | 3.45% |
Data as of 07/11/2025, AR inception is 10/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGI (Triumph Group, Inc.) | 10/28/1996 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 59.88 | 26.45 | 26.20 | -8.40 | -1.46 | 2.47 | 3.45 | 38.80 | 13.09 | 57.60 | -43.23 | 47.53 | -50.19 | 122.48 | -57.72 | 2.64 | -33.33 | -40.87 | -11.63 | 16.49 | 11.72 | 30.75 | 85.31 | 13.64 | -48.44 | 57.07 | 43.21 | -7.32 | 8.52 | 13.96 | -1.72 | -20.73 | 69.51 | -24.41 | -3.76 | 39.27 | 13.02 |
| Sharpe Ratio | NA | 1.12 | 0.42 | 0.38 | -0.14 | NA | NA | 0.04 | 2.05 | 0.12 | 0.92 | -0.67 | 0.76 | -0.35 | 2.26 | -1.19 | 0.04 | -0.60 | -1.10 | -0.52 | 0.69 | 0.44 | 0.75 | 2.36 | 0.32 | -0.73 | 1.75 | 1.37 | -0.25 | 0.21 | 0.36 | -0.06 | -0.49 | 2.14 | -0.82 | -0.18 | -0.53 | 3.39 |
| Standard Deviation(%) | NA | 50.57 | 55.48 | 62.21 | 69.24 | NA | NA | 50.89 | 41.41 | 54.29 | 58.39 | 67.10 | 62.57 | 141.74 | 54.21 | 49.81 | 53.14 | 55.56 | 37.25 | 22.24 | 24.01 | 26.82 | 40.89 | 36.08 | 41.88 | 67.31 | 31.00 | 29.22 | 38.60 | 35.60 | 37.15 | 44.97 | 47.30 | 30.61 | 33.52 | 38.44 | 30.31 | 28.91 |
| Draw Down(%) | NA | 33.47 | 56.78 | 73.75 | 94.56 | NA | NA | 95.83 | 3.92 | 33.47 | 44.33 | 69.90 | 35.69 | 86.74 | 23.52 | 61.15 | 31.49 | 42.17 | 52.27 | 24.26 | 19.20 | 18.41 | 19.57 | 23.67 | 31.96 | 65.82 | 15.87 | 22.60 | 24.37 | 25.54 | 36.01 | 49.75 | 53.55 | 18.43 | 35.71 | 52.48 | 26.10 | 11.68 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.29 | 0.54 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 1.33 | 0.58 | 0.59 | 0.40 | 0.24 | 0.21 | 0.24 | 0.27 | 0.26 | 0.32 | 0.38 | 0.20 | 0.30 | 0.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 10/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGI (Triumph Group, Inc.) |
-39.96%
Oct 2017 - Oct 2020 |
-35.04%
May 2015 - May 2020 |
-19.98%
Oct 2013 - Oct 2023 |
-9.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGI (Triumph Group, Inc.) |
52.72%
Feb 2009 - Feb 2012 |
34.38%
Nov 2008 - Nov 2013 |
21.70%
Mar 2003 - Mar 2013 |
12.59%
Oct 1999 - Oct 2014 |
Annualized Rolling Returns Comparison Chart