Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBCCF (TBC Bank Group PLC) | NA | 98.97% | 57.37% | 59.37% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBCCF (TBC Bank Group PLC) | 08/29/2018 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 98.97 | 57.37 | 59.37 | NA | NA | NA | … | … | 93.35 | 79.37 | 12.37 | 150.38 | 5.38 | -37.98 | -23.26 | 0.00 |
| Sharpe Ratio | NA | 2.41 | 1.44 | 1.25 | NA | NA | NA | … | … | 3.08 | 1.49 | 1.06 | 1.91 | 1.02 | -0.73 | -0.95 | 0.00 |
| Standard Deviation(%) | NA | 39.81 | 37.53 | 45.59 | NA | NA | NA | … | … | 46.25 | 50.78 | 8.30 | 78.44 | 5.24 | 52.56 | 26.16 | NA |
| Draw Down(%) | NA | 7.32 | 7.32 | 7.32 | NA | NA | NA | … | … | 7.32 | 0.00 | 0.00 | 0.05 | 0.00 | 48.78 | 24.94 | 0.00 |
| Yield(%) | 0.00 | 10.65 | 12.39 | 20.33 | 4.98 | 3.32 | 2.49 | … | … | 7.82 | 12.89 | 11.32 | 19.27 | 5.10 | 0.00 | 2.75 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBCCF (TBC Bank Group PLC) |
-20.55%
Sep 2018 – Sep 2021 |
7.13%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBCCF (TBC Bank Group PLC) |
111.02%
Jul 2022 – Jul 2025 |
60.98%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart