Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSCAP (TriState Capital Holdings Inc ADR Series A) | NA | 7.03% | 6.74% | NA | NA | NA | NA | 8.19% |
Data as of 06/10/2022, AR inception is 03/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSCAP (TriState Capital Holdings Inc ADR Series A) | 03/19/2018 | 06/10/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.03 | 6.74 | NA | NA | NA | NA | 8.19 | 0.23 | 8.69 | 6.82 | 8.88 | 8.12 |
| Sharpe Ratio | NA | 0.47 | 0.19 | NA | NA | NA | NA | 0.24 | 0.01 | 0.42 | 0.12 | 0.66 | 0.93 |
| Standard Deviation(%) | NA | 14.51 | 33.67 | NA | NA | NA | NA | 28.90 | 14.40 | 20.46 | 53.13 | 11.28 | 9.65 |
| Draw Down(%) | NA | 5.95 | 43.55 | NA | NA | NA | NA | 43.55 | 5.95 | 8.39 | 43.55 | 2.92 | 2.84 |
| Yield(%) | 0.00 | 6.34 | 6.31 | 5.36 | 2.68 | 1.79 | 1.34 | 6.70 | 1.61 | 6.44 | 6.30 | 6.58 | 5.19 |
Data as of 06/10/2022, AR inception is 03/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCAP (TriState Capital Holdings Inc ADR Series A) |
6.17%
Aug 2018 - Aug 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSCAP (TriState Capital Holdings Inc ADR Series A) |
8.51%
Mar 2019 - Mar 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart