Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFIN (Triumph Financial, Inc.) | 13.80% | 25.06% | 9.72% | -3.48% | 15.95% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFIN (Triumph Financial, Inc.) | 11/07/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 25.06 | 9.72 | -3.48 | 15.95 | NA | NA | … | … | 13.80 | -29.53 | 13.42 | 64.07 | -58.96 | 145.27 | 27.70 | 28.01 | -5.71 | 20.46 | 58.48 | 21.77 | 6.27 |
| Sharpe Ratio | NA | 0.49 | 0.15 | -0.13 | 0.33 | NA | NA | … | … | 0.71 | -0.68 | 0.18 | 1.60 | -1.17 | 3.55 | 0.36 | 0.90 | -0.24 | 0.75 | 2.02 | 0.76 | 1.05 |
| Standard Deviation(%) | NA | 46.06 | 42.08 | 43.70 | 43.58 | NA | NA | … | … | 45.94 | 48.27 | 38.59 | 37.79 | 51.68 | 40.92 | 75.26 | 29.42 | 29.73 | 26.69 | 28.88 | 28.76 | 50.64 |
| Draw Down(%) | NA | 28.76 | 57.59 | 65.58 | 65.58 | NA | NA | … | … | 21.60 | 49.20 | 21.65 | 27.92 | 62.61 | 26.51 | 54.87 | 19.07 | 37.89 | 25.95 | 21.70 | 11.96 | 15.17 |
| Yield(%) | 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 06/05/2026, Common starting date is 11/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFIN (Triumph Financial, Inc.) |
-14.97%
Mar 2022 – Mar 2025 |
-6.14%
Feb 2021 – Feb 2026 |
11.53%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFIN (Triumph Financial, Inc.) |
58.86%
Dec 2018 – Dec 2021 |
44.53%
Oct 2016 – Oct 2021 |
20.96%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart