Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRINI (Trinity Capital Inc. 7.875% Notes Due 2029) | 2.80% | NA | NA | NA | NA | NA | NA | 9.29% |
Data as of 07/11/2025, AR inception is 07/22/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRINI (Trinity Capital Inc. 7.875% Notes Due 2029) | 07/22/2024 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | NA | NA | NA | NA | NA | NA | 9.29 | 2.80 | 6.32 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 1.26 | 0.55 | 1.93 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 5.12 | 4.36 | 5.88 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | 2.68 | 1.56 | 2.68 |
| Yield(%) | 0.00 | 7.47 | 2.49 | 1.49 | 0.75 | 0.50 | 0.37 | 7.47 | 3.89 | 3.53 |
Data as of 07/11/2025, AR inception is 07/22/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRINI (Trinity Capital Inc. 7.875% Notes Due 2029) |
0.00%
NA |
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 |
|---|---|---|---|---|
| TRINI (Trinity Capital Inc. 7.875% Notes Due 2029) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart