Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCUUX (ULTRA-SHORT DURATION GOVERNMENT PORTFOLIO TCU SHARES) | NA | 1.05% | 0.54% | 1.16% | 0.68% | 0.91% | 1.13% | … | … |
Data as of 05/09/2023, Common starting date is 07/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCUUX (ULTRA-SHORT DURATION GOVERNMENT PORTFOLIO TCU SHARES) | 07/30/1991 | 05/09/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 1.05 | 0.54 | 1.16 | 0.68 | 0.91 | 1.13 | … | … | 1.26 | -1.27 | 0.10 | 1.51 | 2.56 | 1.19 | 0.64 | 0.25 | 0.01 | 0.26 | -0.18 | 0.58 | 0.67 | 0.70 | 2.27 | 3.49 | 5.32 | 2.32 | -0.11 | -0.22 | 1.01 | 2.93 | 7.35 | 7.53 | 4.71 | 4.27 | 6.79 | 6.20 | 7.96 | 2.02 | 3.64 | 5.33 | 3.61 |
| Sharpe Ratio | NA | -1.21 | -0.52 | 0.02 | -0.01 | NA | NA | … | … | -0.83 | -2.01 | 0.35 | 1.24 | 1.53 | -0.15 | 0.01 | 0.08 | -0.04 | 0.44 | -0.44 | 0.99 | 1.30 | 0.88 | 2.08 | 1.86 | 2.57 | -1.72 | -3.12 | -1.13 | 0.18 | 1.22 | 1.97 | 1.66 | 0.69 | 0.45 | 1.64 | 1.34 | 2.09 | -0.61 | 1.11 | 1.68 | 2.45 |
| Standard Deviation(%) | NA | 1.64 | 1.00 | 0.99 | 0.82 | NA | NA | … | … | 1.64 | 1.32 | 0.20 | 1.02 | 0.76 | 0.89 | 0.65 | 0.55 | 0.49 | 0.56 | 0.47 | 0.54 | 0.49 | 0.69 | 1.05 | 1.37 | 0.90 | 0.57 | 0.73 | 1.03 | 1.75 | 1.50 | 2.60 | 2.10 | 2.14 | 2.09 | 1.99 | 2.00 | 1.97 | 1.54 | 1.40 | 1.74 | 2.19 |
| Draw Down(%) | NA | 1.88 | 2.44 | 2.44 | 2.44 | NA | NA | … | … | 0.55 | 2.36 | 0.15 | 1.49 | 0.11 | 0.32 | 0.21 | 0.17 | 0.19 | 0.14 | 0.35 | 0.25 | 0.10 | 0.26 | 0.31 | 0.42 | 0.18 | 0.21 | 0.42 | 1.06 | 0.83 | 0.41 | 0.72 | 0.41 | 0.72 | 1.04 | 0.31 | 0.51 | 0.41 | 0.67 | 0.30 | 0.30 | 0.10 |
| Yield(%) | 0.00 | 2.27 | 1.00 | 1.48 | 1.05 | 1.07 | 1.33 | … | … | 0.96 | 1.40 | 0.28 | 0.96 | 2.43 | 1.93 | 1.05 | 0.57 | 0.32 | 0.47 | 0.55 | 0.48 | 0.46 | 0.70 | 1.73 | 2.70 | 4.77 | 2.18 | 0.00 | 1.15 | 2.73 | 3.10 | 6.61 | 6.47 | 5.52 | 5.48 | 6.09 | 6.01 | 6.21 | 4.70 | 4.27 | 5.50 | 3.36 |
Data as of 05/09/2023, Common starting date is 07/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCUUX (ULTRA-SHORT DURATION GOVERNMENT PORTFOLIO TCU SHARES) |
0.01%
Nov 2012 – Nov 2015 |
0.15%
Sep 2012 – Sep 2017 |
0.43%
Oct 2012 – Oct 2022 |
0.86%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCUUX (ULTRA-SHORT DURATION GOVERNMENT PORTFOLIO TCU SHARES) |
6.98%
Dec 1994 – Dec 1997 |
6.26%
Oct 1996 – Oct 2001 |
5.67%
Oct 1991 – Oct 2001 |
4.15%
Aug 1991 – Aug 2006 |
Annualized Rolling Returns Comparison Chart