Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TRRSF (Trisura Group Ltd) -4.26% 1.63% 3.80% -24.48% NA NA NA
Data as of 06/05/2026, Common starting date is 06/23/2017
More Performance Analytics Comparison
Name Start Date End Date
TRRSF (Trisura Group Ltd) 06/23/2017 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
Annualized Return (%) 0.64 1.63 3.80 -24.48 NA NA NA -4.26 15.18 1.90 -22.38 -11.81 -46.10 127.40 60.96 -8.13 28.86
Sharpe Ratio NA -0.04 0.02 -0.37 NA NA NA -0.37 0.44 -0.16 -0.75 -0.25 -0.31 2.31 2.63 -0.47 2.24
Standard Deviation(%) NA 28.31 30.02 73.50 NA NA NA 32.88 28.81 28.84 35.87 52.88 147.72 54.82 22.66 20.01 27.78
Draw Down(%) NA 21.21 34.98 84.71 NA NA NA 19.39 21.21 22.54 37.33 41.13 77.37 37.17 10.44 14.59 14.27
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
Data as of 06/05/2026, Common starting date is 06/23/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRRSF (Trisura Group Ltd) -39.04%
May 2021 – May 2024
-25.51%
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
TRRSF (Trisura Group Ltd) 86.99%
Jun 2018 – Jun 2021
9.84%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return