Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRUX (Truxton Corporation) | 11.94% | 32.06% | 21.92% | 15.34% | 17.40% | 17.76% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRUX (Truxton Corporation) | 05/10/2007 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.49 | 32.06 | 21.92 | 15.34 | 17.40 | 17.76 | NA | … | … | 11.94 | 23.84 | 18.35 | 5.50 | -9.22 | 69.13 | -3.13 | 38.07 | 11.42 | 20.63 | 14.95 | 11.42 | 41.27 | 36.59 | 9.24 | 16.58 | 7.22 | -7.22 | -11.82 | -12.00 |
| Sharpe Ratio | NA | 1.39 | 0.89 | 0.53 | 0.69 | NA | NA | … | … | 1.32 | 0.97 | 0.68 | 0.08 | -0.45 | 2.34 | -0.09 | 2.32 | 0.64 | 1.18 | 0.88 | 0.27 | 1.25 | 1.58 | 0.45 | 0.56 | 0.34 | -0.30 | -0.51 | -0.40 |
| Standard Deviation(%) | NA | 21.16 | 21.01 | 24.06 | 23.15 | NA | NA | … | … | 20.91 | 21.67 | 21.75 | 24.03 | 23.67 | 29.56 | 36.17 | 15.75 | 15.67 | 16.96 | 16.75 | 41.86 | 33.13 | 23.14 | 20.79 | 29.36 | 20.85 | 24.28 | 24.75 | 52.15 |
| Draw Down(%) | NA | 6.95 | 14.00 | 27.07 | 28.13 | NA | NA | … | … | 6.25 | 12.37 | 8.81 | 25.64 | 15.82 | 10.67 | 28.13 | 4.78 | 8.72 | 6.92 | 8.00 | 20.00 | 13.34 | 11.95 | 15.63 | 15.31 | 10.00 | 14.91 | 17.39 | 22.31 |
| Yield(%) | 0.00 | 3.13 | 4.30 | 4.34 | 7.01 | 10.82 | 8.12 | … | … | 1.01 | 4.05 | 4.18 | 3.84 | 3.36 | 4.89 | 4.33 | 2.79 | 2.58 | 2.71 | 2.88 | 2.61 | 2.34 | 1.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUX (Truxton Corporation) |
-9.75%
Sep 2007 – Sep 2010 |
-1.59%
Oct 2007 – Oct 2012 |
10.47%
Jun 2007 – Jun 2017 |
13.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUX (Truxton Corporation) |
31.27%
Dec 2018 – Dec 2021 |
25.99%
Oct 2012 – Oct 2017 |
23.43%
Dec 2011 – Dec 2021 |
18.91%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart