Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TYFG (Tri-County Financial Group Inc) | 25.06% | 44.59% | 13.68% | 7.82% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYFG (Tri-County Financial Group Inc) | 02/08/2018 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 44.59 | 13.68 | 7.82 | NA | NA | NA | … | … | 25.06 | 10.14 | 5.01 | -7.88 | 2.25 | 40.14 | -11.20 | 4.92 | -4.13 |
| Sharpe Ratio | NA | 3.28 | 0.83 | 0.43 | NA | NA | NA | … | … | 4.20 | 0.82 | 0.09 | -0.77 | 0.06 | 3.27 | -0.41 | 0.70 | -0.59 |
| Standard Deviation(%) | NA | 12.03 | 13.38 | 13.13 | NA | NA | NA | … | … | 15.13 | 8.91 | 15.87 | 15.08 | 13.97 | 12.26 | 27.70 | 4.94 | 10.22 |
| Draw Down(%) | NA | 6.05 | 18.42 | 20.27 | NA | NA | NA | … | … | 2.96 | 6.37 | 13.45 | 17.02 | 11.80 | 4.05 | 27.75 | 4.80 | 10.91 |
| Yield(%) | 0.00 | 2.39 | 1.99 | 1.88 | 1.55 | 1.03 | 0.77 | … | … | 0.57 | 2.20 | 1.48 | 1.85 | 1.85 | 2.13 | 1.84 | 1.53 | 1.44 |
Data as of 06/03/2026, Common starting date is 02/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYFG (Tri-County Financial Group Inc) |
-2.39%
Jun 2021 – Jun 2024 |
-0.20%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYFG (Tri-County Financial Group Inc) |
18.40%
Sep 2020 – Sep 2023 |
12.44%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart