Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRU (TransUnion) | 1.23% | 21.11% | 4.82% | 2.08% | 14.62% | NA | NA | 14.56% |
Data as of 07/18/2025, AR inception is 06/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRU (TransUnion) | 06/26/2015 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.80 | 21.11 | 4.82 | 2.08 | 14.62 | NA | NA | 14.56 | 1.23 | 35.59 | 21.81 | -51.90 | 19.93 | 16.32 | 51.34 | 3.70 | 77.69 | 12.19 | 10.95 |
| Sharpe Ratio | NA | 0.43 | 0.04 | 0.00 | 0.38 | NA | NA | 0.38 | -0.02 | 1.00 | 0.43 | -1.29 | 0.82 | 0.34 | 2.21 | 0.08 | 3.47 | 0.41 | 0.84 |
| Standard Deviation(%) | NA | 41.65 | 41.67 | 37.09 | 34.12 | NA | NA | 34.07 | 49.05 | 32.10 | 42.37 | 41.60 | 24.39 | 46.80 | 22.59 | 28.46 | 22.33 | 29.40 | 26.41 |
| Draw Down(%) | NA | 36.12 | 51.01 | 64.92 | 64.92 | NA | NA | 64.92 | 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 | 0.57 | 0.52 | 0.46 | 1.07 | 0.71 | 0.53 | 1.07 | 0.25 | 0.63 | 0.71 | 0.34 | 0.38 | 0.34 | 0.54 | 0.41 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception 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 |
0.00%
NA |
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 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart