Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISMRX (LMCG Intl Small Cap Fund Investor Shares) | NA | -9.99% | -4.36% | NA | NA | NA | NA | … | … |
Data as of 12/22/2020, Common starting date is 04/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISMRX (LMCG Intl Small Cap Fund Investor Shares) | 04/19/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.99 | -4.36 | NA | NA | NA | NA | … | … | -10.68 | 20.92 | -19.80 | 32.23 | -0.73 |
| Sharpe Ratio | NA | -0.39 | -0.30 | NA | NA | NA | NA | … | … | -0.43 | 1.96 | -1.59 | 4.44 | -0.08 |
| Standard Deviation(%) | NA | 25.77 | 17.75 | NA | NA | NA | NA | … | … | 26.06 | 9.96 | 13.27 | 7.15 | 15.82 |
| Draw Down(%) | NA | 40.39 | 45.88 | NA | NA | NA | NA | … | … | 40.39 | 8.94 | 27.72 | 2.52 | 11.40 |
| Yield(%) | 0.00 | 6.54 | 3.32 | 3.08 | 1.54 | 1.03 | 0.77 | … | … | 3.33 | 3.98 | 2.23 | 2.10 | 2.81 |
Data as of 12/22/2020, Common starting date is 04/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISMRX (LMCG Intl Small Cap Fund Investor Shares) |
-5.96%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISMRX (LMCG Intl Small Cap Fund Investor Shares) |
8.64%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart