Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRN (Trinity Industries, Inc.) | -22.79% | -12.61% | 9.77% | 8.41% | 3.35% | 15.25% | 12.54% | 10.65% |
Data as of 07/18/2025, AR inception is 05/03/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRN (Trinity Industries, Inc.) | 05/03/1973 | 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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.74 | -12.61 | 9.77 | 8.41 | 3.35 | 15.25 | 12.54 | 10.65 | -22.79 | 37.18 | -6.24 | 1.48 | 17.93 | 23.82 | 11.09 | -44.20 | 37.95 | 18.03 | -12.94 | 108.35 | 54.14 | 20.88 | 14.26 | 55.02 | 13.27 | -42.52 | -20.65 | 80.84 | 30.34 | 11.40 | 64.65 | -29.05 | 12.41 | -9.24 | -26.14 | -13.73 | 45.46 | 19.05 | 0.00 | -26.96 | 10.58 | 47.87 | 44.52 | -39.17 | -11.76 | 30.77 | 56.39 | 9.02 | -10.29 | -27.27 | 87.00 | -23.08 | -36.27 | 109.23 | 143.75 | -14.89 | 10.59 | 58.14 | 190.54 | -60.00 | 11.45 |
| Sharpe Ratio | NA | -0.15 | 0.25 | 0.23 | 0.07 | NA | NA | 0.18 | -1.01 | 0.90 | -0.28 | 0.00 | 0.51 | 0.44 | 0.26 | -1.21 | 1.43 | 0.38 | -0.30 | 1.36 | 1.84 | 0.56 | 0.26 | 1.30 | 0.19 | -0.55 | -0.62 | 1.61 | 0.87 | 0.30 | 2.07 | -0.84 | 0.30 | -0.36 | -0.97 | -0.54 | 1.40 | 0.72 | -0.18 | -1.13 | 0.19 | 1.89 | 1.26 | -1.15 | -0.66 | 0.82 | 0.94 | 0.16 | -0.53 | -0.88 | 1.94 | -0.62 | -1.15 | 1.97 | 3.71 | -0.65 | 0.21 | 1.58 | 3.42 | -1.43 | 0.24 |
| Standard Deviation(%) | NA | 35.55 | 36.30 | 36.61 | 38.94 | NA | NA | 41.18 | 35.78 | 34.12 | 37.70 | 37.25 | 35.21 | 53.18 | 36.85 | 37.70 | 26.18 | 46.48 | 43.20 | 79.59 | 29.42 | 37.38 | 54.53 | 42.10 | 68.05 | 78.37 | 38.29 | 48.40 | 32.26 | 34.92 | 30.86 | 35.80 | 34.75 | 37.01 | 30.38 | 31.57 | 29.80 | 21.52 | 21.22 | 26.57 | 45.21 | 23.84 | 32.14 | 38.50 | 26.37 | 31.71 | 55.17 | 29.61 | 29.10 | 38.37 | 41.58 | 49.48 | 40.16 | 51.14 | 36.65 | 30.69 | 33.65 | 34.43 | 54.21 | 45.62 | 52.19 |
| Draw Down(%) | NA | 38.63 | 38.63 | 38.91 | 60.55 | NA | NA | 86.22 | 38.63 | 16.41 | 29.91 | 38.46 | 22.81 | 36.70 | 37.08 | 50.21 | 12.37 | 35.35 | 38.95 | 46.82 | 22.05 | 38.71 | 47.01 | 37.56 | 63.66 | 75.00 | 49.11 | 28.65 | 31.55 | 28.21 | 22.15 | 44.13 | 28.77 | 33.99 | 32.96 | 48.41 | 27.78 | 13.54 | 29.81 | 35.62 | 35.65 | 14.96 | 21.12 | 52.11 | 35.71 | 26.76 | 57.82 | 32.08 | 27.01 | 46.80 | 17.53 | 45.11 | 46.76 | 34.02 | 22.62 | 33.33 | 24.88 | 19.10 | 29.55 | 65.05 | 25.58 |
| Yield(%) | 1.08 | 3.78 | 4.89 | 4.74 | 4.01 | 8.64 | 5.42 | 54.27 | 2.57 | 4.21 | 3.49 | 3.02 | 3.20 | 3.43 | 3.06 | 1.38 | 2.26 | 1.81 | 1.49 | 1.81 | 1.35 | 1.31 | 1.26 | 1.77 | 1.87 | 1.09 | 0.72 | 0.73 | 0.76 | 0.78 | 1.25 | 1.35 | 3.00 | 2.62 | 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 05/03/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRN (Trinity Industries, Inc.) |
-31.43%
Feb 2006 - Feb 2009 |
-19.36%
Mar 1998 - Mar 2003 |
-7.85%
May 1993 - May 2003 |
-4.19%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRN (Trinity Industries, Inc.) |
108.50%
Sep 2011 - Sep 2014 |
68.96%
Jun 2009 - Jun 2014 |
33.28%
Aug 2004 - Aug 2014 |
25.36%
Sep 1974 - Sep 1989 |
Annualized Rolling Returns Comparison Chart