Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TERS | NA | 125.81% | 604.73% | 118.67% | 72.50% | 30.44% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TERS | 01/09/2007 | 06/10/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 125.81 | 604.73 | 118.67 | 72.50 | 30.44 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/10/2026, Common starting date is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERS (TERS) |
-92.63%
Dec 2009 – Dec 2012 |
-84.15%
Jun 2007 – Jun 2012 |
-59.98%
Jan 2008 – Jan 2018 |
-45.70%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERS (TERS) |
636.81%
Dec 2022 – Dec 2025 |
259.80%
Oct 2020 – Oct 2025 |
86.16%
Feb 2016 – Feb 2026 |
27.88%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart
