Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TYFG (Tri-County Financial Group Inc) | -2.75% | 8.52% | 0.25% | 8.52% | NA | NA | NA | 2.69% |
Data as of 07/11/2025, AR inception is 02/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYFG (Tri-County Financial Group Inc) | 02/08/2018 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.52 | 0.25 | 8.52 | NA | NA | NA | 2.69 | -2.75 | 5.01 | -7.88 | 2.25 | 40.14 | -11.20 | 4.92 | -4.13 |
| Sharpe Ratio | NA | 0.29 | -0.22 | 0.43 | NA | NA | NA | 0.05 | -1.02 | -0.10 | -0.81 | 0.06 | 3.27 | -0.41 | 0.71 | -0.59 |
| Standard Deviation(%) | NA | 13.86 | 14.17 | 15.04 | NA | NA | NA | 15.35 | 8.16 | 15.87 | 15.08 | 13.97 | 12.26 | 27.70 | 4.94 | 10.22 |
| Draw Down(%) | NA | 6.37 | 20.27 | 20.27 | NA | NA | NA | 31.97 | 6.37 | 13.45 | 17.02 | 11.80 | 4.05 | 27.75 | 4.80 | 10.91 |
| Yield(%) | 0.00 | 1.22 | 1.67 | 2.44 | 1.30 | 0.87 | 0.65 | 1.86 | 0.55 | 1.48 | 1.85 | 1.85 | 2.13 | 1.84 | 1.53 | 1.44 |
Data as of 07/11/2025, AR inception 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 |
8.20%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart