Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRMK (Trustmark Corporation) | 17.91% | 33.28% | 29.85% | 9.81% | 9.67% | 8.29% | 5.71% | … | … |
Data as of 06/11/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRMK (Trustmark Corporation) | 03/17/1980 | 06/11/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.16 | 33.28 | 29.85 | 9.81 | 9.67 | 8.29 | 5.71 | … | … | 17.91 | 12.99 | 30.65 | -17.02 | 10.67 | 22.34 | -17.98 | 24.73 | -8.22 | -8.02 | 60.13 | -2.43 | -4.97 | 25.00 | -3.87 | 1.94 | 14.97 | 9.58 | -10.82 | -19.92 | 22.37 | -9.01 | 8.94 | 26.24 | 0.73 | 18.26 | -0.09 | -4.49 | -2.16 | 81.37 | 12.09 | 30.00 | 20.69 | 10.13 | 62.89 | 38.57 | -14.63 | -12.30 | 1.63 | -13.21 | 11.58 | 82.69 | 23.81 | 52.73 | 5.77 | -13.33 | 13.21 |
| Sharpe Ratio | NA | 1.25 | 0.94 | 0.22 | 0.25 | NA | NA | … | … | 1.52 | 0.38 | 0.90 | -0.56 | 0.40 | 0.73 | -0.34 | 1.13 | -0.44 | -0.40 | 2.56 | -0.11 | -0.25 | 1.26 | -0.18 | 0.05 | 0.50 | 0.17 | -0.15 | -0.62 | 0.96 | -0.44 | 0.42 | 1.59 | -0.02 | 0.54 | -0.10 | -0.36 | -0.12 | 2.57 | 0.27 | 0.72 | 0.34 | 0.19 | 1.46 | 0.58 | -0.44 | -0.49 | -0.07 | -0.27 | 0.18 | 4.06 | 2.40 | 4.10 | -0.09 | -1.44 | 0.30 |
| Standard Deviation(%) | NA | 23.37 | 28.56 | 29.24 | 30.50 | NA | NA | … | … | 23.07 | 26.67 | 30.06 | 37.19 | 23.10 | 30.77 | 53.95 | 20.54 | 22.15 | 21.83 | 23.42 | 22.31 | 19.93 | 19.83 | 22.15 | 39.04 | 30.05 | 56.75 | 77.55 | 37.12 | 19.90 | 25.58 | 19.10 | 16.02 | 25.09 | 30.00 | 41.77 | 21.87 | 46.06 | 30.09 | 31.08 | 36.33 | 51.49 | 41.19 | 41.05 | 59.91 | 45.38 | 37.03 | 49.42 | 63.94 | 40.31 | 19.01 | 6.96 | 11.27 | 23.10 | 16.49 | 29.45 |
| Draw Down(%) | NA | 10.67 | 26.47 | 47.77 | 47.77 | NA | NA | … | … | 9.46 | 20.18 | 13.44 | 43.83 | 22.59 | 17.72 | 39.95 | 12.22 | 24.54 | 19.65 | 13.50 | 13.99 | 16.06 | 9.78 | 18.55 | 32.05 | 28.05 | 34.82 | 44.92 | 28.50 | 11.06 | 19.73 | 14.48 | 7.47 | 22.92 | 16.23 | 28.63 | 18.78 | 40.29 | 12.61 | 14.58 | 15.71 | 20.25 | 27.27 | 10.14 | 10.23 | 20.00 | 16.67 | 18.52 | 29.03 | 24.03 | 11.25 | 4.08 | 2.38 | 27.27 | 25.40 | 26.39 |
| Yield(%) | 0.00 | 2.81 | 4.19 | 2.84 | 3.82 | 4.15 | 3.09 | … | … | 1.28 | 2.77 | 3.31 | 2.65 | 2.78 | 3.40 | 2.69 | 3.20 | 2.89 | 2.58 | 4.07 | 3.79 | 3.47 | 4.84 | 3.70 | 3.59 | 4.02 | 4.31 | 3.70 | 2.68 | 3.03 | 2.68 | 2.60 | 2.83 | 2.59 | 2.84 | 2.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMK (Trustmark Corporation) |
-13.40%
Mar 2006 – Mar 2009 |
-8.39%
Jul 1986 – Jul 1991 |
0.23%
Jun 1998 – Jun 2008 |
1.95%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRMK (Trustmark Corporation) |
51.17%
Dec 1982 – Dec 1985 |
35.59%
Aug 1982 – Aug 1987 |
22.39%
Jul 1991 – Jul 2001 |
22.22%
Jan 1983 – Jan 1998 |
Annualized Rolling Returns Comparison Chart