Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMCRX (LMCG GLOBAL MULTICAP FUND INVESTOR SHARES) | NA | -35.44% | -11.41% | -1.26% | NA | NA | NA | … | … |
Data as of 12/22/2020, Common starting date is 09/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMCRX (LMCG GLOBAL MULTICAP FUND INVESTOR SHARES) | 09/16/2013 | 12/22/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.44 | -11.41 | -1.26 | NA | NA | NA | … | … | -35.43 | 23.60 | -12.82 | 22.28 | 9.97 | -1.61 | 0.19 | 6.94 |
| Sharpe Ratio | NA | -0.82 | -0.45 | -0.09 | NA | NA | NA | … | … | -0.82 | 1.92 | -0.89 | 2.84 | 0.62 | -0.11 | 0.01 | 2.40 |
| Standard Deviation(%) | NA | 43.73 | 27.74 | 22.87 | NA | NA | NA | … | … | 44.26 | 11.55 | 15.87 | 7.65 | 15.68 | 14.65 | 11.57 | 10.68 |
| Draw Down(%) | NA | 35.49 | 35.66 | 35.66 | NA | NA | NA | … | … | 35.43 | 8.36 | 23.35 | 2.99 | 12.74 | 13.58 | 9.47 | 3.69 |
| Yield(%) | 0.00 | 3.82 | 4.86 | 5.32 | 2.89 | 1.93 | 1.45 | … | … | 0.24 | 4.43 | 9.82 | 6.01 | 1.99 | 2.47 | 0.00 | 0.00 |
Data as of 12/22/2020, Common starting date is 09/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMCRX (LMCG GLOBAL MULTICAP FUND INVESTOR SHARES) |
-11.05%
Nov 2017 – Nov 2020 |
-2.87%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMCRX (LMCG GLOBAL MULTICAP FUND INVESTOR SHARES) |
12.52%
Sep 2015 – Sep 2018 |
7.35%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart