Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSMDX (TRILLIUM SMALL/MID CAP FUND INSTITUTIONAL CLASS) | 4.77% | 13.75% | 9.10% | 3.16% | 8.43% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSMDX (TRILLIUM SMALL/MID CAP FUND INSTITUTIONAL CLASS) | 09/03/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 13.75 | 9.10 | 3.16 | 8.43 | NA | NA | … | … | 4.77 | 9.97 | 7.74 | 9.42 | -17.41 | 23.18 | 15.93 | 25.83 | -13.06 | 18.97 | 14.47 | -3.43 |
| Sharpe Ratio | NA | 0.96 | 0.41 | 0.05 | 0.35 | NA | NA | … | … | 0.89 | 0.36 | 0.28 | 0.35 | -0.74 | 1.33 | 0.40 | 1.67 | -0.87 | 1.89 | 0.81 | -0.59 |
| Standard Deviation(%) | NA | 14.29 | 16.83 | 18.85 | 20.44 | NA | NA | … | … | 15.17 | 19.95 | 14.94 | 16.56 | 25.50 | 17.35 | 38.97 | 14.61 | 16.73 | 9.71 | 17.52 | 17.40 |
| Draw Down(%) | NA | 11.65 | 23.21 | 27.54 | 40.15 | NA | NA | … | … | 11.65 | 21.16 | 8.05 | 18.51 | 25.80 | 8.52 | 40.15 | 8.88 | 24.15 | 4.93 | 15.76 | 7.42 |
| Yield(%) | 0.00 | 0.00 | 3.07 | 2.59 | 3.70 | 2.48 | 1.86 | … | … | 0.00 | 0.00 | 6.41 | 2.64 | 2.66 | 2.74 | 0.14 | 5.57 | 4.17 | 2.00 | 1.80 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSMDX (TRILLIUM SMALL/MID CAP FUND INSTITUTIONAL CLASS) |
-3.18%
Mar 2017 – Mar 2020 |
2.08%
Mar 2021 – Mar 2026 |
7.69%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSMDX (TRILLIUM SMALL/MID CAP FUND INSTITUTIONAL CLASS) |
21.58%
Dec 2018 – Dec 2021 |
15.30%
Feb 2016 – Feb 2021 |
9.69%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart