Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TNET (TriNet Group, Inc.) | -29.56% | -37.23% | -7.91% | -0.29% | 9.21% | NA | NA | 10.57% |
Data as of 08/01/2025, AR inception is 03/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TNET (TriNet Group, Inc.) | 03/28/2014 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.03 | -37.23 | -7.91 | -0.29 | 9.21 | NA | NA | 10.57 | -29.56 | -23.14 | 75.41 | -28.83 | 18.19 | 42.38 | 34.95 | -5.39 | 73.07 | 32.40 | -38.14 | 46.79 |
| Sharpe Ratio | NA | -1.02 | -0.31 | -0.08 | 0.18 | NA | NA | 0.22 | -1.19 | -0.72 | 2.35 | -0.84 | 0.60 | 0.64 | 0.92 | -0.21 | 2.23 | 0.85 | -0.62 | 1.86 |
| Standard Deviation(%) | NA | 39.69 | 36.31 | 33.98 | 42.02 | NA | NA | 41.38 | 40.71 | 37.00 | 30.86 | 36.18 | 30.13 | 65.78 | 36.22 | 32.13 | 32.70 | 38.06 | 61.43 | 35.19 |
| Draw Down(%) | NA | 37.71 | 51.89 | 51.89 | 61.49 | NA | NA | 67.58 | 33.39 | 39.56 | 16.81 | 40.34 | 19.21 | 52.31 | 35.39 | 34.28 | 17.78 | 36.54 | 56.89 | 19.17 |
| Yield(%) | 0.00 | 1.03 | 0.63 | 0.47 | 0.58 | 0.48 | 0.36 | 0.66 | 0.89 | 0.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNET (TriNet Group, Inc.) |
-6.65%
Mar 2022 - Mar 2025 |
0.88%
Jul 2020 - Jul 2025 |
7.43%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TNET (TriNet Group, Inc.) |
67.30%
Feb 2016 - Feb 2019 |
43.72%
Feb 2016 - Feb 2021 |
16.71%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart