Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRINZ (Trinity Capital Inc. 7.875% Notes due 2029) | 4.14% | 9.12% | NA | NA | NA | NA | NA | 10.69% |
Data as of 08/01/2025, AR inception is 04/01/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRINZ (Trinity Capital Inc. 7.875% Notes due 2029) | 04/01/2024 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 9.12 | NA | NA | NA | NA | NA | 10.69 | 4.14 | 6.29 |
| Sharpe Ratio | NA | 1.36 | NA | NA | NA | NA | NA | 1.09 | 1.03 | 1.13 |
| Standard Deviation(%) | NA | 4.32 | NA | NA | NA | NA | NA | 4.25 | 4.12 | 4.36 |
| Draw Down(%) | NA | 1.59 | NA | NA | NA | NA | NA | 1.59 | 1.59 | 1.56 |
| Yield(%) | 0.00 | 7.85 | 3.26 | 1.95 | 0.98 | 0.65 | 0.49 | 9.77 | 3.91 | 5.86 |
Data as of 08/01/2025, AR inception is 04/01/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRINZ (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 |
|---|---|---|---|---|
| TRINZ (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