Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRU (TransUnion) | -17.22% | -18.37% | -0.56% | -7.23% | 8.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRU (TransUnion) | 06/26/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | -18.37 | -0.56 | -7.23 | 8.29 | NA | NA | … | … | -17.22 | -7.01 | 35.59 | 21.81 | -51.90 | 19.93 | 16.32 | 51.34 | 3.70 | 77.69 | 12.19 | 10.95 |
| Sharpe Ratio | NA | -0.47 | -0.08 | -0.25 | 0.20 | NA | NA | … | … | -0.84 | -0.23 | 1.00 | 0.43 | -1.29 | 0.82 | 0.34 | 2.21 | 0.08 | 3.47 | 0.41 | 0.84 |
| Standard Deviation(%) | NA | 38.96 | 40.97 | 38.81 | 34.91 | NA | NA | … | … | 45.09 | 43.55 | 32.10 | 42.37 | 41.60 | 24.39 | 46.80 | 22.59 | 28.46 | 22.33 | 29.40 | 26.41 |
| Draw Down(%) | NA | 33.43 | 47.27 | 64.92 | 64.92 | NA | NA | … | … | 24.90 | 30.83 | 17.55 | 47.27 | 56.85 | 15.13 | 45.16 | 10.36 | 31.27 | 15.75 | 23.90 | 13.63 |
| Yield(%) | 0.00 | 0.55 | 0.61 | 0.40 | 0.95 | 0.84 | 0.63 | … | … | 0.30 | 0.50 | 0.63 | 0.71 | 0.34 | 0.38 | 0.34 | 0.54 | 0.41 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRU (TransUnion) |
-17.65%
Oct 2020 – Oct 2023 |
-7.37%
Oct 2018 – Oct 2023 |
8.46%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRU (TransUnion) |
43.18%
Sep 2015 – Sep 2018 |
31.22%
Dec 2016 – Dec 2021 |
14.64%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart