Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005 Tactical Asset Allocation Moderate | NA | 22.84% | 4.44% | 8.98% | 5.71% | 6.25% | 7.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Effective January 1, 2005 Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 22.84 | 4.44 | 8.98 | 5.71 | 6.25 | 7.01 | … | … | 0.77 | 10.81 | 16.56 | -13.29 | 11.91 | 18.42 | 9.07 | -0.76 | 5.55 | 1.89 | -2.66 | 2.06 | 18.55 | 5.24 | 1.79 | 7.02 | 12.34 | 3.06 | 10.97 | 13.71 | 5.66 | 12.23 | 16.15 | 4.09 | 4.86 |
| Sharpe Ratio | NA | 0.63 | 0.06 | 0.58 | 0.47 | NA | NA | … | … | 0.08 | 0.49 | 1.66 | -1.05 | 1.36 | 1.91 | 1.66 | -0.25 | 1.02 | 0.35 | -0.55 | 0.32 | 2.61 | 0.88 | 0.22 | 0.69 | 1.59 | 0.46 | 0.97 | 1.49 | 0.59 | 1.61 | 2.38 | 0.67 | 0.60 |
| Standard Deviation(%) | NA | 8.62 | 10.42 | 9.93 | 8.08 | NA | NA | … | … | 8.46 | 8.64 | 7.41 | 13.98 | 8.74 | 9.50 | 4.62 | 8.25 | 4.83 | 4.76 | 4.91 | 6.31 | 7.09 | 5.92 | 8.04 | 10.08 | 7.73 | 4.69 | 8.22 | 7.02 | 5.87 | 7.02 | 6.50 | 4.49 | 4.23 |
| Draw Down(%) | NA | 5.95 | 17.38 | 19.34 | 19.34 | NA | NA | … | … | 0.61 | 5.95 | 6.04 | 18.19 | 4.98 | 6.32 | 3.50 | 7.93 | 2.96 | 4.32 | 4.93 | 4.96 | 4.37 | 5.66 | 7.59 | 8.10 | 4.81 | 4.20 | 5.54 | 7.69 | 4.55 | 6.32 | 5.02 | 4.08 | 3.51 |
| Yield(%) | NA | 5.02 | 3.99 | 3.73 | 2.63 | NA | NA | … | … | NA | 0.54 | 5.54 | 2.24 | 4.08 | 5.05 | 2.33 | 1.39 | 0.22 | 1.71 | 1.92 | 2.04 | 4.12 | 2.90 | 2.93 | 2.68 | 4.24 | 2.57 | 5.28 | 5.75 | 3.73 | 3.47 | 1.87 | 2.92 | 4.80 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Ef |
0.41%
Dec 2013 – Dec 2016 |
1.18%
Dec 2013 – Dec 2018 |
3.93%
Oct 2013 – Oct 2023 |
4.66%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Profit Sharing Plan for Employees of Trinity Industries, Inc. and Certain Affiliates as Restated Ef |
13.23%
Oct 2004 – Oct 2007 |
13.03%
Oct 2002 – Oct 2007 |
9.46%
Apr 2001 – Apr 2011 |
7.72%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart