Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AJLGF (AJ Lucas Group Limited) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 12/19/2023, Common starting date is 07/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AJLGF (AJ Lucas Group Limited) | 07/19/2005 | 12/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | -39.25 | 0.00 | -75.86 | 0.00 | 0.00 | 0.00 | 45.10 | -83.45 | -14.81 | -37.69 | -54.39 | 0.00 | -27.85 | -7.06 | 27.06 | 234.50 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.75 | -0.57 | -0.63 | -0.61 | NA | NA | … | … | -0.69 | -0.55 | 0.00 | -0.66 | 0.00 | 0.00 | 0.00 | 0.77 | -0.95 | -0.60 | -0.46 | -0.38 | 0.00 | -0.40 | -0.12 | 1.17 | 1.93 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 94.83 | 68.24 | 70.75 | 60.02 | NA | NA | … | … | 94.05 | 74.40 | NA | 94.55 | NA | NA | NA | 58.09 | 87.64 | 24.66 | 82.82 | 144.85 | NA | 69.83 | 58.19 | 22.32 | 120.99 | NA | NA |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 56.00 | 0.00 | 75.86 | 0.00 | 0.00 | 0.00 | 28.10 | 83.45 | 23.27 | 63.68 | 54.39 | 0.00 | 52.91 | 36.47 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 1.02 | … | … | 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 | 2.47 | 2.19 | 2.50 | 0.00 | 0.00 |
Data as of 12/19/2023, Common starting date is 07/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AJLGF (AJ Lucas Group Limited) |
-65.78%
Aug 2012 – Aug 2015 |
-50.77%
Aug 2010 – Aug 2015 |
-41.05%
Sep 2013 – Sep 2023 |
-27.49%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AJLGF (AJ Lucas Group Limited) |
64.41%
Aug 2005 – Aug 2008 |
25.38%
Dec 2005 – Dec 2010 |
-15.75%
Nov 2006 – Nov 2016 |
-17.65%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison Chart