Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TT (Trane Technologies plc) | 18.90% | 27.37% | 53.15% | 35.55% | 22.51% | 24.00% | 13.52% | 11.67% |
Data as of 07/16/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TT (Trane Technologies plc) | 03/17/1980 | 07/16/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 27.37 | 53.15 | 35.55 | 22.51 | 24.00 | 13.52 | 11.67 | 18.90 | 52.97 | 47.39 | -15.34 | 41.02 | 10.85 | 48.31 | 4.41 | 21.26 | 38.50 | -11.09 | 4.61 | 104.17 | 59.77 | -34.53 | 32.78 | 110.79 | -61.71 | 20.59 | -1.39 | -48.99 | 19.88 | 60.03 | 4.61 | 1.41 | -22.67 | 16.53 | 16.67 | 36.52 | 26.69 | 11.51 | -17.65 | 31.33 | 5.91 | 47.65 | -25.87 | 46.72 | -3.52 | 59.19 | 4.21 | 17.58 | -13.13 | 32.59 | -30.09 | -24.54 | 38.66 |
| Sharpe Ratio | NA | 0.89 | 1.78 | 1.36 | 0.76 | NA | NA | 0.26 | 1.17 | 2.13 | 1.65 | -0.55 | 1.76 | 0.20 | 2.42 | 0.13 | 1.23 | 1.56 | -0.54 | 0.22 | 3.57 | 2.30 | -0.80 | 1.11 | 2.02 | -1.06 | 0.57 | -0.19 | -0.71 | 0.80 | 1.86 | 0.09 | -0.03 | -0.51 | 0.36 | 0.36 | 1.03 | 0.88 | 0.29 | -0.76 | 1.03 | 0.10 | 1.38 | -0.93 | 1.86 | -0.27 | 0.97 | -0.01 | 0.71 | -0.90 | 0.91 | -1.25 | -1.81 | 1.59 |
| Standard Deviation(%) | NA | 28.06 | 27.15 | 26.76 | 28.24 | NA | NA | 33.91 | 31.55 | 23.22 | 26.73 | 30.67 | 23.34 | 52.85 | 19.33 | 23.64 | 16.84 | 24.55 | 20.66 | 21.08 | 29.16 | 26.17 | 43.31 | 29.39 | 54.69 | 59.15 | 30.64 | 25.43 | 72.20 | 23.52 | 31.89 | 40.04 | 38.53 | 52.63 | 37.00 | 37.14 | 31.88 | 25.96 | 25.58 | 27.11 | 28.30 | 34.33 | 31.49 | 33.67 | 21.97 | 30.97 | 56.27 | 22.15 | 16.95 | 22.37 | 28.75 | 30.34 | 19.32 | 26.93 |
| Draw Down(%) | NA | 24.44 | 24.44 | 40.53 | 51.13 | NA | NA | 85.32 | 21.15 | 11.70 | 15.91 | 39.57 | 17.63 | 51.13 | 11.41 | 17.86 | 12.81 | 11.74 | 27.95 | 16.60 | 8.30 | 12.19 | 48.82 | 18.65 | 40.25 | 73.52 | 21.56 | 25.65 | 58.07 | 16.13 | 21.92 | 44.65 | 37.64 | 46.07 | 36.13 | 34.58 | 24.56 | 13.68 | 18.15 | 27.71 | 17.53 | 22.46 | 21.16 | 51.26 | 17.34 | 27.64 | 47.54 | 24.91 | 10.28 | 35.81 | 21.49 | 37.66 | 33.54 | 15.30 |
| Yield(%) | 0.00 | 1.03 | 2.52 | 2.71 | 3.97 | 7.31 | 5.41 | 26.45 | 0.50 | 1.40 | 1.75 | 1.38 | 1.64 | 1.53 | 2.32 | 2.21 | 2.24 | 2.47 | 1.83 | 1.63 | 1.70 | 1.99 | 0.90 | 0.77 | 2.66 | 1.60 | 1.85 | 1.68 | 1.45 | 1.31 | 1.62 | 1.62 | 1.67 | 1.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/16/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TT (Trane Technologies plc) |
-29.40%
Mar 2006 - Mar 2009 |
-25.87%
Mar 2004 - Mar 2009 |
-10.61%
Mar 1999 - Mar 2009 |
-2.84%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TT (Trane Technologies plc) |
51.85%
Jun 2022 - Jun 2025 |
48.35%
Feb 2009 - Feb 2014 |
30.59%
Mar 2009 - Mar 2019 |
28.56%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart