Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRS (TriMas Corporation) | 10.72% | 53.20% | 14.44% | 4.41% | 8.79% | 6.95% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRS (TriMas Corporation) | 05/21/2007 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.30 | 53.20 | 14.44 | 4.41 | 8.79 | 6.95 | NA | … | … | 10.72 | 45.02 | -2.29 | -8.13 | -24.60 | 16.97 | 0.83 | 15.10 | 2.02 | 13.83 | 26.01 | -19.97 | -21.56 | 42.41 | 56.04 | -12.27 | 202.22 | 390.58 | -86.97 | -12.19 |
| Sharpe Ratio | NA | 1.66 | 0.48 | 0.09 | 0.24 | NA | NA | … | … | 1.19 | 1.24 | -0.22 | -0.49 | -0.69 | 0.57 | 0.01 | 0.61 | 0.02 | 0.54 | 0.81 | -0.48 | -0.63 | 1.45 | 1.55 | -0.24 | 3.36 | 4.32 | -0.79 | -0.53 |
| Standard Deviation(%) | NA | 31.10 | 30.02 | 31.32 | 31.75 | NA | NA | … | … | 33.89 | 34.09 | 26.50 | 24.46 | 38.02 | 29.71 | 49.17 | 22.29 | 27.81 | 24.30 | 31.89 | 41.94 | 34.09 | 29.27 | 36.40 | 51.44 | 60.22 | 90.40 | 110.48 | 41.44 |
| Draw Down(%) | NA | 22.24 | 30.02 | 47.21 | 47.21 | NA | NA | … | … | 13.87 | 22.24 | 17.37 | 27.07 | 38.86 | 21.90 | 39.04 | 12.23 | 18.89 | 16.56 | 18.50 | 37.27 | 40.29 | 15.63 | 26.90 | 48.32 | 23.35 | 36.60 | 88.76 | 36.72 |
| Yield(%) | 0.00 | 0.62 | 0.60 | 0.47 | 0.44 | 2.88 | 3.53 | … | … | 0.22 | 0.67 | 0.62 | 0.57 | 0.43 | 0.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 24.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRS (TriMas Corporation) |
-13.98%
Oct 2013 – Oct 2016 |
-5.91%
Feb 2019 – Feb 2024 |
-1.45%
Dec 2013 – Dec 2023 |
4.47%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRS (TriMas Corporation) |
177.82%
Feb 2009 – Feb 2012 |
97.10%
Feb 2009 – Feb 2014 |
44.03%
Feb 2009 – Feb 2019 |
24.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart