Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRPA | 2.03% | 5.34% | 6.37% | 3.30% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRPA | 05/31/2018 | 06/10/2026 |
| 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 (%) | 0.13 | 5.34 | 6.37 | 3.30 | NA | NA | NA | … | … | 2.03 | 5.50 | 6.44 | 7.52 | -4.40 | 0.58 | 3.77 | 6.98 | 0.38 |
| Sharpe Ratio | NA | 1.18 | 1.01 | 0.26 | NA | NA | NA | … | … | 1.03 | 0.58 | 1.86 | 1.51 | -1.91 | 0.42 | 0.69 | 4.20 | -0.45 |
| Standard Deviation(%) | NA | 2.34 | 3.09 | 2.90 | NA | NA | NA | … | … | 2.17 | 4.53 | 1.52 | 2.58 | 3.06 | 1.32 | 5.06 | 1.31 | 1.96 |
| Draw Down(%) | NA | 0.62 | 3.07 | 6.90 | NA | NA | NA | … | … | 0.62 | 3.07 | 0.46 | 1.25 | 6.53 | 0.93 | 10.77 | 0.38 | 1.29 |
| Yield(%) | 0.00 | 5.19 | 5.55 | 4.12 | 3.01 | 2.01 | 1.51 | … | … | 1.99 | 5.42 | 6.38 | 4.10 | 2.49 | 2.19 | 2.90 | 3.61 | 1.60 |
Data as of 06/10/2026, Common starting date is 05/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPA (TRPA) |
-0.49%
Oct 2019 – Oct 2022 |
1.96%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRPA (TRPA) |
6.84%
Oct 2022 – Oct 2025 |
4.13%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart