Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDIXX | 0.00% | 0.00% | -41.14% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDIXX | 08/23/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -41.14 | NA | NA | NA | NA | … | … | 0.00 | -77.28 | -14.87 | 28.47 | 15,871.89 | 607.30 |
| Sharpe Ratio | NA | 0.00 | -0.10 | NA | NA | NA | NA | … | … | 0.00 | -0.14 | -4.54 | 0.06 | 42.63 | 25.59 |
| Standard Deviation(%) | NA | 708.87 | 458.47 | NA | NA | NA | NA | … | … | 677.04 | 575.06 | 4.07 | 403.42 | 379.90 | 876.53 |
| Draw Down(%) | NA | 76.13 | 80.79 | NA | NA | NA | NA | … | … | 72.14 | 77.28 | 15.70 | 80.79 | 72.64 | 97.39 |
| Yield(%) | 0.00 | 0.00 | 0.66 | 719.46 | 359.73 | 239.82 | 179.86 | … | … | 0.00 | 0.40 | 0.96 | 1.19 | 60.15 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDIXX (LDIXX) |
-41.12%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| LDIXX (LDIXX) |
475.83%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart