Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWCF (Town and Country Financial Corporation) | NA | 35.18% | 19.27% | 11.82% | 15.69% | 7.78% | 9.14% | … | … |
Data as of 02/03/2023, Common starting date is 11/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWCF (Town and Country Financial Corporation) | 11/12/1999 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.18 | 19.27 | 11.82 | 15.69 | 7.78 | 9.14 | … | … | 2.33 | 34.59 | 28.39 | -8.89 | 7.24 | -5.07 | 38.04 | 18.59 | 12.88 | 8.43 | 19.89 | 11.52 | 17.86 | 0.00 | -4.11 | -47.67 | 1.09 | 2.93 | -25.52 | 26.56 | 72.20 | 10.25 | 74.51 | -33.55 | -2.85 |
| Sharpe Ratio | NA | 1.02 | 0.59 | 0.41 | 0.61 | NA | NA | … | … | 3.94 | 0.98 | 1.26 | -0.30 | 0.24 | -0.48 | 1.42 | 0.60 | 0.61 | 0.47 | 0.99 | 0.36 | 1.27 | 0.00 | -0.07 | -0.94 | -0.12 | 0.00 | -1.00 | 0.94 | 1.68 | 0.34 | 1.83 | -1.68 | -3.03 |
| Standard Deviation(%) | NA | 31.63 | 32.07 | 27.19 | 25.47 | NA | NA | … | … | 6.48 | 33.27 | 31.02 | 30.05 | 24.06 | 13.31 | 26.37 | 30.34 | 20.93 | 17.77 | 20.14 | 31.99 | 14.08 | 46.66 | 60.94 | 51.36 | 15.61 | 67.35 | 27.59 | 27.31 | 42.50 | 27.06 | 40.20 | 22.41 | 7.73 |
| Draw Down(%) | NA | 7.87 | 27.74 | 28.92 | 28.92 | NA | NA | … | … | 1.04 | 7.84 | 10.87 | 28.21 | 10.63 | 8.78 | 7.55 | 23.77 | 10.92 | 9.32 | 8.69 | 17.50 | 7.56 | 33.33 | 30.00 | 52.88 | 10.00 | 43.18 | 25.74 | 14.67 | 14.60 | 12.09 | 12.31 | 34.62 | 3.16 |
| Yield(%) | 0.00 | 2.04 | 1.69 | 1.38 | 2.29 | 1.32 | 1.93 | … | … | 0.00 | 2.00 | 1.46 | 1.24 | 1.05 | 0.81 | 1.00 | 0.89 | 1.00 | 1.13 | 1.30 | 1.45 | 1.60 | 1.71 | 1.92 | 1.43 | 1.99 | 1.72 | 1.11 | 1.13 | 1.45 | 1.07 | 1.86 | 1.24 | 0.30 |
Data as of 02/03/2023, Common starting date is 11/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCF (Town and Country Financial Corporation) |
-29.25%
Sep 2007 – Sep 2010 |
-16.97%
Sep 2005 – Sep 2010 |
-2.78%
Jan 2005 – Jan 2015 |
2.36%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWCF (Town and Country Financial Corporation) |
54.49%
Dec 2000 – Dec 2003 |
28.93%
Dec 2000 – Dec 2005 |
16.22%
Nov 2012 – Nov 2022 |
10.04%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart