Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRNS (Transcat, Inc.) | -24.34% | -40.82% | 8.68% | 22.50% | 23.62% | 16.79% | 15.67% | 13.75% |
Data as of 07/29/2025, AR inception is 12/05/1977
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRNS (Transcat, Inc.) | 12/05/1977 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | -40.82 | 8.68 | 22.50 | 23.62 | 16.79 | 15.67 | 13.75 | -24.34 | -3.04 | 54.27 | -23.33 | 166.52 | 8.85 | 67.51 | 33.47 | 31.94 | 8.65 | -2.74 | 27.91 | 34.74 | -48.43 | 31.43 | 12.90 | -0.64 | 13.04 | 18.97 | 8.41 | 53.30 | 24.64 | 43.59 | 42.34 | 37.00 | -58.44 | -28.70 | -60.29 | 65.85 | 60.78 | 50.00 | 6.25 | 45.45 | 83.33 | -29.41 | -45.16 | 138.46 | 30.00 | -9.09 | -45.00 | 25.00 | -40.74 | 3.85 | 18.18 | 46.67 | 172.73 | 22.22 | 50.00 | 0.00 |
| Sharpe Ratio | NA | -0.83 | 0.19 | 0.50 | 0.55 | NA | NA | 0.15 | -0.72 | -0.22 | 1.45 | -0.53 | 4.61 | 0.13 | 1.56 | 0.34 | 0.44 | -0.82 | -0.58 | 0.26 | 0.34 | -1.40 | 0.26 | -0.11 | -0.20 | -0.07 | -0.05 | -0.40 | 0.80 | 0.09 | 0.20 | 0.18 | 0.13 | -0.99 | -0.04 | -0.36 | 0.27 | 0.83 | -0.20 | 0.09 | 0.59 | 0.86 | -0.29 | -0.65 | 2.01 | 0.60 | -0.13 | -0.97 | 0.46 | -0.68 | 0.06 | 0.24 | 0.71 | 2.52 | 0.39 | 0.65 | 0.00 |
| Standard Deviation(%) | NA | 50.58 | 43.00 | 41.47 | 41.52 | NA | NA | 69.82 | 50.70 | 44.03 | 34.83 | 47.07 | 36.12 | 67.19 | 28.45 | 35.38 | 29.13 | 30.90 | 36.79 | 36.54 | 47.83 | 48.23 | 50.37 | 51.97 | 94.66 | 94.66 | 58.39 | 34.82 | 40.22 | 54.76 | 120.30 | 122.56 | 128.53 | 128.18 | 85.74 | 75.40 | 70.21 | 75.44 | 61.86 | 89.81 | 77.16 | 96.18 | 100.37 | 69.66 | 68.76 | 49.91 | 71.69 | 46.08 | 53.82 | 59.93 | 62.03 | 74.86 | 65.15 | 68.23 | 56.86 | 76.99 | NA |
| Draw Down(%) | NA | 50.66 | 52.06 | 52.06 | 52.06 | NA | NA | 93.33 | 36.20 | 33.78 | 24.34 | 45.77 | 11.49 | 38.48 | 18.87 | 26.71 | 17.61 | 19.37 | 15.79 | 20.02 | 19.30 | 61.79 | 20.46 | 19.35 | 47.95 | 26.57 | 37.90 | 16.83 | 17.00 | 29.84 | 46.52 | 63.89 | 65.48 | 77.24 | 62.65 | 66.67 | 28.21 | 33.13 | 17.54 | 42.86 | 34.09 | 24.32 | 58.33 | 50.00 | 26.47 | 29.41 | 52.94 | 59.09 | 26.32 | 58.33 | 37.50 | 37.93 | 50.00 | 36.36 | 35.71 | 42.86 | 0.00 |
| 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 | 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 07/29/2025, AR inception is 12/05/1977
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRNS (Transcat, Inc.) |
-51.00%
Dec 1997 - Dec 2000 |
-37.91%
Jun 1997 - Jun 2002 |
-7.30%
Oct 1982 - Oct 1992 |
-2.94%
Jun 1997 - Jun 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRNS (Transcat, Inc.) |
92.30%
Oct 1979 - Oct 1982 |
71.88%
Feb 1978 - Feb 1983 |
31.80%
Oct 2012 - Oct 2022 |
24.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart