Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRMB (Trimble Inc.) | 16.11% | 43.25% | 12.06% | 13.09% | 13.13% | 17.71% | 18.97% | 15.30% |
Data as of 07/18/2025, AR inception is 07/20/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRMB (Trimble Inc.) | 07/20/1990 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.56 | 43.25 | 12.06 | 13.09 | 13.13 | 17.71 | 18.97 | 15.30 | 16.11 | 33.83 | 5.22 | -42.01 | 30.58 | 60.16 | 26.68 | -19.02 | 34.79 | 40.56 | -19.18 | -23.52 | 16.01 | 37.74 | 8.69 | 58.45 | 16.61 | -28.54 | 19.22 | 42.94 | 7.42 | 33.08 | 198.16 | -22.95 | -32.46 | 10.98 | 198.28 | -66.76 | 89.67 | -38.26 | 12.88 | 85.92 | 4.41 | -49.25 | 81.08 | -10.84 |
| Sharpe Ratio | NA | 1.15 | 0.22 | 0.34 | 0.34 | NA | NA | 0.24 | 0.69 | 0.96 | 0.03 | -1.03 | 1.05 | 1.10 | 0.97 | -0.63 | 1.79 | 1.35 | -0.52 | -0.76 | 0.53 | 1.26 | 0.19 | 1.99 | 0.31 | -0.44 | 0.53 | 1.10 | 0.14 | 0.71 | 3.71 | -0.46 | -0.46 | 0.07 | 3.25 | -1.29 | 0.70 | -0.67 | 0.14 | 1.94 | 0.03 | -0.75 | 1.32 | -0.36 |
| Standard Deviation(%) | NA | 33.93 | 33.51 | 33.35 | 34.68 | NA | NA | 52.73 | 34.61 | 28.79 | 31.33 | 42.34 | 28.98 | 54.39 | 25.91 | 32.19 | 19.19 | 29.79 | 36.59 | 30.94 | 30.06 | 30.27 | 44.92 | 29.27 | 53.84 | 66.51 | 30.43 | 36.31 | 36.29 | 45.54 | 53.20 | 52.38 | 77.17 | 101.23 | 59.99 | 54.46 | 48.93 | 61.47 | 63.41 | 42.83 | 67.08 | 68.52 | 58.16 | 76.11 |
| Draw Down(%) | NA | 28.87 | 43.23 | 57.35 | 57.35 | NA | NA | 87.23 | 28.87 | 22.99 | 33.85 | 44.33 | 16.03 | 53.78 | 21.27 | 33.10 | 7.23 | 14.11 | 40.87 | 33.66 | 21.86 | 27.42 | 37.49 | 16.21 | 47.25 | 61.51 | 29.76 | 18.88 | 35.88 | 26.89 | 26.22 | 56.65 | 55.26 | 71.34 | 33.33 | 69.62 | 20.91 | 54.90 | 55.36 | 19.32 | 35.87 | 62.50 | 22.06 | 44.58 |
| 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 | 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 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 07/20/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMB (Trimble Inc.) |
-31.67%
Aug 1995 - Aug 1998 |
-12.79%
Sep 1997 - Sep 2002 |
-0.93%
Sep 1991 - Sep 2001 |
6.79%
Oct 1991 - Oct 2006 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMB (Trimble Inc.) |
79.81%
Oct 2004 - Oct 2007 |
73.77%
Sep 2002 - Sep 2007 |
39.07%
Mar 2004 - Mar 2014 |
33.54%
Dec 1998 - Dec 2013 |
Annualized Rolling Returns Comparison Chart