Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRCFX (Popular Total Return C) | 4.55% | 13.36% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/25/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRCFX (Popular Total Return C) | 08/25/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.09 | 13.36 | NA | NA | NA | NA | NA | … | … | 4.55 | 11.98 | 9.43 | 6.16 |
| Sharpe Ratio | NA | 1.38 | NA | NA | NA | NA | NA | … | … | 0.79 | 0.88 | 0.70 | 1.61 |
| Standard Deviation(%) | NA | 7.95 | NA | NA | NA | NA | NA | … | … | 9.89 | 10.41 | 8.33 | 9.39 |
| Draw Down(%) | NA | 6.23 | NA | NA | NA | NA | NA | … | … | 6.23 | 10.63 | 4.83 | 7.20 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 0.04 | 0.02 | 0.01 | 0.01 | … | … | 0.00 | 0.00 | 0.18 | 0.00 |
Data as of 06/09/2026, Common starting date is 08/25/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRCFX (Popular Total Return C) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRCFX (Popular Total Return C) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart