Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TR (Tootsie Roll Industries, Inc.) | 28.14% | 36.49% | 9.75% | 9.54% | 6.27% | 7.60% | 5.86% | 7.82% |
Data as of 07/25/2025, AR inception is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TR (Tootsie Roll Industries, Inc.) | 12/30/1987 | 07/25/2025 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.21 | 36.49 | 9.75 | 9.54 | 6.27 | 7.60 | 5.86 | 7.82 | 28.14 | 1.35 | -18.76 | 22.25 | 27.38 | -12.03 | 3.26 | -1.45 | -1.83 | 27.24 | 10.73 | -4.56 | 27.18 | 20.89 | -11.92 | 7.56 | 9.03 | 0.86 | -9.52 | 14.92 | -15.22 | -2.48 | 26.30 | -15.62 | -11.57 | -16.73 | -12.69 | 29.63 | 63.48 | 3.78 | 33.61 | -10.17 | -2.25 | 12.71 | 91.84 | 19.06 | 26.22 | 1.25 | 4.24 |
| Sharpe Ratio | NA | 1.35 | 0.27 | 0.27 | 0.20 | NA | NA | 0.21 | 1.94 | -0.10 | -0.97 | 0.84 | 0.67 | -0.43 | 0.09 | -0.16 | -0.15 | 1.29 | 0.51 | -0.26 | 1.34 | 1.14 | -0.46 | 0.40 | 0.37 | 0.00 | -0.41 | 0.59 | -0.84 | -0.18 | 1.20 | -0.69 | -0.62 | -0.30 | -0.64 | 0.82 | 2.81 | 0.01 | 1.55 | -0.58 | -0.18 | 0.41 | 4.37 | 0.51 | 0.75 | -0.12 | NA |
| Standard Deviation(%) | NA | 24.61 | 23.92 | 27.99 | 24.78 | NA | NA | 26.65 | 27.16 | 22.28 | 23.34 | 24.99 | 40.55 | 28.64 | 19.53 | 18.34 | 16.64 | 20.97 | 20.83 | 17.68 | 20.33 | 18.41 | 26.07 | 18.65 | 24.46 | 42.10 | 30.81 | 19.74 | 20.83 | 19.20 | 21.23 | 24.13 | 23.14 | 69.74 | 25.02 | 31.98 | 21.19 | 17.33 | 19.08 | 23.03 | 24.18 | 24.99 | 20.03 | 26.32 | 27.09 | 30.42 | 0.00 |
| Draw Down(%) | NA | 11.74 | 36.42 | 36.42 | 36.42 | NA | NA | 65.54 | 9.59 | 17.97 | 35.74 | 14.52 | 30.34 | 23.00 | 17.15 | 18.87 | 11.43 | 12.64 | 12.15 | 19.12 | 16.16 | 7.99 | 23.00 | 16.85 | 24.03 | 31.33 | 23.32 | 15.78 | 15.79 | 22.71 | 11.04 | 38.09 | 28.90 | 51.36 | 35.86 | 28.57 | 10.62 | 12.91 | 14.82 | 26.77 | 21.94 | 25.95 | 8.90 | 35.24 | 16.80 | 23.79 | 0.00 |
| Yield(%) | 0.00 | 1.18 | 1.05 | 1.22 | 1.34 | 2.02 | 1.90 | 1.79 | 0.55 | 1.03 | 0.84 | 0.99 | 1.54 | 1.10 | 1.16 | 1.09 | 1.02 | 1.34 | 1.37 | 1.23 | 1.51 | 4.50 | 1.45 | 1.59 | 1.76 | 1.78 | 1.47 | 1.69 | 1.37 | 1.27 | 1.55 | 1.27 | 1.09 | 1.53 | 0.61 | 0.46 | 0.80 | 0.71 | 0.59 | 0.59 | 3.66 | 3.62 | 4.01 | 3.57 | 0.76 | 0.74 | 0.00 |
Data as of 07/25/2025, AR inception is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TR (Tootsie Roll Industries, Inc.) |
-18.20%
Jan 1999 - Jan 2002 |
-11.64%
Jul 1998 - Jul 2003 |
-8.35%
Mar 1999 - Mar 2009 |
-2.18%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TR (Tootsie Roll Industries, Inc.) |
51.92%
Mar 1989 - Mar 1992 |
31.74%
Mar 1988 - Mar 1993 |
27.65%
Feb 1989 - Feb 1999 |
13.79%
Feb 1989 - Feb 2004 |
Annualized Rolling Returns Comparison Chart