Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LCTC (Lifeloc Technologies Inc) -8.33% -24.14% 0.77% -10.59% -8.77% NA NA
Data as of 06/05/2026, Common starting date is 03/23/2012
More Performance Analytics Comparison
Name Start Date End Date
LCTC (Lifeloc Technologies Inc) 03/23/2012 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
Annualized Return (%) 0.00 -24.14 0.77 -10.59 -8.77 NA NA -8.33 -5.45 24.43 2.79 -52.85 112.09 -55.21 -6.80 -20.77 -10.34 -17.89 -26.42 417.24 132.00 -72.68
Sharpe Ratio NA -0.37 -0.03 -0.14 -0.09 NA NA -0.21 -0.18 0.17 -0.01 -0.64 1.08 -0.30 -0.10 -0.19 -0.07 -0.18 -0.20 2.16 1.57 -0.69
Standard Deviation(%) NA 72.11 82.92 94.38 115.43 NA NA 101.34 45.76 103.88 114.82 84.74 104.08 183.12 78.40 115.03 149.59 103.08 129.73 192.77 84.16 118.10
Draw Down(%) NA 50.00 68.64 84.22 93.24 NA NA 39.66 29.16 50.72 34.03 61.61 49.33 71.17 44.00 54.86 75.00 56.96 76.43 68.26 0.00 76.47
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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 03/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCTC (Lifeloc Technologies Inc) -43.45%
Jul 2015 – Jul 2018
-35.69%
Mar 2015 – Mar 2020
-18.84%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCTC (Lifeloc Technologies Inc) 106.69%
Dec 2012 – Dec 2015
54.31%
Jan 2013 – Jan 2018
7.96%
Dec 2012 – Dec 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return