Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPH (Tri Pointe Homes, Inc.) | 49.19% | 45.49% | 16.93% | 14.10% | 15.92% | NA | NA | … | … |
Data as of 05/13/2026, Common starting date is 01/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPH (Tri Pointe Homes, Inc.) | 01/31/2013 | 05/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 45.49 | 16.93 | 14.10 | 15.92 | NA | NA | … | … | 49.19 | -11.20 | 2.43 | 90.42 | -33.35 | 61.68 | 10.72 | 43.09 | -39.01 | 56.10 | -9.39 | -16.92 | -23.48 | 4.62 |
| Sharpe Ratio | NA | 1.11 | 0.37 | 0.31 | 0.34 | NA | NA | … | … | 4.34 | -0.40 | -0.14 | 2.58 | -0.77 | 1.51 | 0.13 | 1.47 | -1.09 | 2.39 | -0.28 | -0.55 | -0.76 | 0.15 |
| Standard Deviation(%) | NA | 38.58 | 35.60 | 36.92 | 41.94 | NA | NA | … | … | 45.32 | 35.87 | 30.65 | 33.77 | 45.03 | 40.84 | 80.24 | 28.56 | 37.03 | 23.33 | 34.28 | 30.79 | 31.00 | 33.60 |
| Draw Down(%) | NA | 17.47 | 37.97 | 47.00 | 68.38 | NA | NA | … | … | 6.68 | 24.74 | 22.47 | 27.41 | 46.76 | 24.88 | 66.61 | 20.87 | 45.52 | 12.14 | 28.57 | 22.12 | 36.13 | 33.40 |
| 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 05/13/2026, Common starting date is 01/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPH (Tri Pointe Homes, Inc.) |
-17.56%
Feb 2013 – Feb 2016 |
-11.32%
Dec 2013 – Dec 2018 |
2.31%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPH (Tri Pointe Homes, Inc.) |
42.39%
Mar 2020 – Mar 2023 |
29.48%
Mar 2020 – Mar 2025 |
16.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart