Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRRVF (TerraVest Industries Inc) | -5.94% | -7.74% | 78.17% | 52.62% | 40.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRRVF (TerraVest Industries Inc) | 01/03/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.18 | -7.74 | 78.17 | 52.62 | 40.02 | NA | NA | … | … | -5.94 | 56.56 | 131.98 | 69.79 | -6.54 | 79.10 | 34.52 | 18.75 | 19.40 | 37.04 | 41.24 | -6.96 | 30.79 |
| Sharpe Ratio | NA | -0.16 | 1.58 | 1.23 | 1.12 | NA | NA | … | … | -0.37 | 1.10 | 3.08 | 1.90 | -0.28 | 2.92 | 0.74 | 1.07 | 1.66 | 1.51 | 1.68 | -0.40 | 0.90 |
| Standard Deviation(%) | NA | 48.32 | 46.46 | 39.87 | 34.04 | NA | NA | … | … | 56.58 | 49.11 | 41.74 | 35.09 | 28.37 | 27.12 | 46.41 | 16.11 | 10.87 | 24.24 | 24.48 | 17.42 | 34.45 |
| Draw Down(%) | NA | 34.11 | 34.11 | 34.11 | 43.82 | NA | NA | … | … | 30.40 | 34.11 | 16.74 | 23.64 | 23.04 | 6.89 | 43.82 | 9.42 | 2.82 | 7.59 | 7.00 | 17.16 | 15.95 |
| Yield(%) | 0.00 | 0.44 | 2.28 | 2.82 | 7.43 | 7.62 | 5.72 | … | … | 0.12 | 0.68 | 1.34 | 1.88 | 1.46 | 2.60 | 3.10 | 4.76 | 4.89 | 7.05 | 9.22 | 7.34 | 11.10 |
Data as of 06/04/2026, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRVF (TerraVest Industries Inc) |
12.18%
Mar 2017 – Mar 2020 |
17.38%
Nov 2014 – Nov 2019 |
29.66%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRRVF (TerraVest Industries Inc) |
92.34%
Jun 2022 – Jun 2025 |
63.84%
Mar 2020 – Mar 2025 |
43.91%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart