Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMCI (Treace Medical Concepts, Inc.) | 52.24% | -36.78% | -47.57% | -36.32% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMCI (Treace Medical Concepts, Inc.) | 04/26/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.49 | -36.78 | -47.57 | -36.32 | NA | NA | NA | … | … | 52.24 | -67.47 | -45.25 | -44.54 | 23.34 | -35.59 |
| Sharpe Ratio | NA | -0.51 | -0.54 | -0.48 | NA | NA | NA | … | … | 1.37 | -1.07 | -0.44 | -0.63 | 0.34 | -0.73 |
| Standard Deviation(%) | NA | 82.36 | 95.18 | 83.21 | NA | NA | NA | … | … | 94.31 | 66.14 | 119.76 | 77.34 | 64.99 | 64.52 |
| Draw Down(%) | NA | 84.42 | 95.43 | 96.68 | NA | NA | NA | … | … | 59.46 | 77.42 | 73.71 | 78.32 | 40.08 | 57.13 |
| 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 |
Data as of 06/09/2026, Common starting date is 04/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCI (Treace Medical Concepts, Inc.) |
-62.39%
Mar 2023 – Mar 2026 |
-36.09%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMCI (Treace Medical Concepts, Inc.) |
-17.87%
Jan 2022 – Jan 2025 |
-36.09%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart