Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFINP (Triumph Financial Inc) | NA | 14,442.52% | 463.91% | 182.81% | NA | NA | NA | … | … |
Data as of 10/24/2025, Common starting date is 06/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFINP (Triumph Financial Inc) | 06/18/2020 | 10/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.18 | 14,442.52 | 463.91 | 182.81 | NA | NA | NA | … | … | 8.87 | 16,157.51 | 1.70 | -10.81 | 5.94 | 18.57 |
| Sharpe Ratio | NA | 10.95 | 0.61 | 0.31 | NA | NA | NA | … | … | 0.01 | 18.95 | -0.05 | -0.42 | 0.48 | 3.83 |
| Standard Deviation(%) | NA | 1,318.46 | 759.26 | 587.85 | NA | NA | NA | … | … | 1,110.99 | 852.28 | 37.19 | 29.39 | 12.33 | 9.66 |
| Draw Down(%) | NA | 99.40 | 99.40 | 99.40 | NA | NA | NA | … | … | 99.40 | 99.30 | 34.49 | 14.72 | 3.88 | 2.45 |
| Yield(%) | 0.00 | 7.35 | 7.68 | 6.78 | 4.04 | 2.69 | 2.02 | … | … | 0.04 | 8.46 | 7.69 | 6.48 | 6.57 | 5.90 |
Data as of 10/24/2025, Common starting date is 06/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFINP (Triumph Financial Inc) |
-4.41%
Oct 2020 – Oct 2023 |
184.60%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFINP (Triumph Financial Inc) |
453.25%
Sep 2022 – Sep 2025 |
187.64%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart