Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TMHC (Taylor Morrison Home Corporation) | 1.58% | 1.20% | 33.29% | 23.16% | 11.76% | NA | NA | 8.25% |
Data as of 07/15/2025, AR inception is 04/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMHC (Taylor Morrison Home Corporation) | 04/11/2013 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 1.20 | 33.29 | 23.16 | 11.76 | NA | NA | 8.25 | 1.58 | 13.66 | 75.78 | -13.19 | 36.30 | 17.34 | 38.24 | -35.02 | 27.05 | 20.38 | -15.30 | -15.86 | -6.50 |
| Sharpe Ratio | NA | 0.17 | 0.95 | 0.57 | 0.24 | NA | NA | 0.17 | 0.24 | 0.22 | 2.28 | -0.30 | 0.88 | 0.18 | 1.27 | -1.13 | 1.11 | 0.58 | -0.44 | -0.47 | -0.22 |
| Standard Deviation(%) | NA | 33.53 | 34.34 | 39.99 | 45.13 | NA | NA | 43.62 | 35.28 | 31.90 | 31.74 | 48.91 | 41.28 | 96.72 | 29.18 | 32.30 | 23.90 | 34.89 | 34.45 | 33.91 | 40.37 |
| Draw Down(%) | NA | 27.90 | 27.90 | 40.84 | 75.18 | NA | NA | 75.18 | 19.53 | 20.80 | 26.99 | 40.82 | 30.06 | 75.09 | 21.86 | 47.62 | 19.29 | 29.38 | 27.66 | 42.01 | 25.77 |
| 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 | 0.00 |
Data as of 07/15/2025, AR inception is 04/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMHC (Taylor Morrison Home Corporation) |
-19.79%
Mar 2017 - Mar 2020 |
-12.01%
Mar 2015 - Mar 2020 |
5.09%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMHC (Taylor Morrison Home Corporation) |
51.51%
Mar 2020 - Mar 2023 |
40.41%
Mar 2020 - Mar 2025 |
15.79%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart