Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRSDX (TorrayResolute Small/Mid Cap Growth Fund) | NA | 26.24% | 24.18% | 17.75% | NA | NA | NA | 15.28% |
Data as of 11/24/2021, AR inception is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRSDX (TorrayResolute Small/Mid Cap Growth Fund) | 01/02/2015 | 11/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 26.24 | 24.18 | 17.75 | NA | NA | NA | 15.28 | -56.79 | 39.56 | 32.02 | -8.31 | 21.85 | 7.24 | -6.10 |
| Sharpe Ratio | NA | -0.53 | -0.17 | -0.08 | NA | NA | NA | -0.05 | -0.59 | 1.19 | 2.09 | -0.55 | 2.36 | 0.43 | -0.41 |
| Standard Deviation(%) | NA | 98.24 | 60.58 | 47.60 | NA | NA | NA | 41.39 | 103.40 | 32.80 | 14.75 | 17.40 | 9.05 | 16.41 | 15.00 |
| Draw Down(%) | NA | 62.40 | 62.40 | 62.40 | NA | NA | NA | 62.40 | 62.40 | 29.58 | 7.14 | 21.89 | 3.71 | 15.02 | 18.39 |
| Yield(%) | 62.03 | 78.30 | 39.53 | 28.04 | 14.54 | 9.69 | 7.27 | 24.23 | 71.99 | 0.00 | 1.32 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/24/2021, AR inception is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSDX (TorrayResolute Small/Mid Cap Growth Fund) |
4.89%
Mar 2015 - Mar 2018 |
2.98%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRSDX (TorrayResolute Small/Mid Cap Growth Fund) |
24.27%
Oct 2018 - Oct 2021 |
19.15%
Jan 2016 - Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart