Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVAGF (TVA Group Inc) | NA | 0.00% | -30.20% | -3.99% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVAGF (TVA Group Inc) | 02/06/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -30.20 | -3.99 | NA | NA | NA | … | … | 0.00 | -15.00 | -60.00 | 16.75 | 48.01 | 19.29 | -49.85 | 41.22 | -20.83 |
| Sharpe Ratio | NA | 0.00 | -0.76 | -0.15 | NA | NA | NA | … | … | 0.00 | -1.62 | -0.86 | 0.87 | 2.42 | 0.35 | -0.82 | 1.15 | -0.78 |
| Standard Deviation(%) | NA | 1.19 | 44.06 | 40.53 | NA | NA | NA | … | … | NA | 13.43 | 75.25 | 17.79 | 34.14 | 53.92 | 62.87 | 34.58 | 30.30 |
| Draw Down(%) | NA | 0.00 | 66.40 | 67.94 | NA | NA | NA | … | … | 0.00 | 16.00 | 60.00 | 4.58 | 9.66 | 42.81 | 49.85 | 0.00 | 24.65 |
| 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 |
Data as of 09/26/2025, Common starting date is 02/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVAGF (TVA Group Inc) |
-31.29%
Jul 2021 – Jul 2024 |
-17.81%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVAGF (TVA Group Inc) |
35.61%
Jul 2020 – Jul 2023 |
5.78%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart