Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMCI (Treace Medical Concepts, Inc.) | -19.35% | -26.65% | -28.23% | NA | NA | NA | NA | -32.52% |
Data as of 07/11/2025, AR inception is 04/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMCI (Treace Medical Concepts, Inc.) | 04/26/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | -26.65 | -28.23 | NA | NA | NA | NA | -32.52 | -19.35 | -45.25 | -44.54 | 23.34 | -35.59 |
| Sharpe Ratio | NA | -0.47 | -0.36 | NA | NA | NA | NA | -0.41 | -0.67 | -0.44 | -0.63 | 0.34 | -0.73 |
| Standard Deviation(%) | NA | 63.93 | 88.18 | NA | NA | NA | NA | 82.85 | 54.94 | 119.76 | 77.34 | 64.99 | 64.52 |
| Draw Down(%) | NA | 48.39 | 85.01 | NA | NA | NA | NA | 88.45 | 48.39 | 73.71 | 78.32 | 40.08 | 57.13 |
| 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 |
Data as of 07/11/2025, AR inception is 04/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCI (Treace Medical Concepts, Inc.) |
-43.41%
May 2021 - May 2024 |
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 |
|---|---|---|---|---|
| TMCI (Treace Medical Concepts, Inc.) |
-17.87%
Jan 2022 - Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart