Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEN-B (Lennar Corporation) | -5.83% | -14.16% | -0.38% | 6.20% | 10.70% | 14.35% | 5.30% | … | … |
Data as of 06/05/2026, Common starting date is 04/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEN-B (Lennar Corporation) | 04/22/2003 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | -14.16 | -0.38 | 6.20 | 10.70 | 14.35 | 5.30 | … | … | -5.83 | -22.90 | -0.04 | 82.02 | -20.04 | 58.29 | 31.76 | 43.24 | -39.16 | 53.36 | -13.75 | 11.72 | 7.63 | 11.03 | 97.48 | 1.13 | 60.23 | 55.03 | -58.08 | -65.51 | -12.18 | 9.76 | 15.64 | 53.44 |
| Sharpe Ratio | NA | -0.45 | -0.11 | 0.10 | 0.24 | NA | NA | … | … | -0.42 | -0.71 | -0.12 | 2.82 | -0.50 | 1.66 | 0.44 | 1.59 | -1.27 | 2.45 | -0.51 | 0.40 | 0.29 | 0.31 | 2.34 | 0.02 | 1.19 | 0.53 | -0.48 | -1.49 | -0.53 | 0.24 | 0.46 | 2.44 |
| Standard Deviation(%) | NA | 37.60 | 33.74 | 34.58 | 37.91 | NA | NA | … | … | 36.90 | 36.63 | 31.02 | 28.09 | 43.00 | 35.16 | 71.05 | 26.31 | 32.12 | 21.58 | 27.20 | 29.24 | 25.95 | 35.58 | 42.18 | 45.81 | 50.54 | 103.31 | 123.71 | 46.27 | 29.55 | 30.92 | 31.56 | 34.36 |
| Draw Down(%) | NA | 40.29 | 50.65 | 50.65 | 63.93 | NA | NA | … | … | 29.31 | 30.01 | 25.03 | 21.30 | 43.16 | 15.78 | 61.20 | 14.79 | 47.34 | 10.68 | 24.02 | 16.09 | 16.88 | 26.01 | 22.41 | 44.92 | 41.08 | 51.91 | 86.92 | 73.60 | 38.52 | 21.22 | 28.61 | 20.43 |
| Yield(%) | 0.00 | 1.90 | 1.99 | 2.30 | 2.78 | 5.25 | 1.55 | … | … | 1.05 | 1.61 | 1.50 | 1.97 | 1.63 | 1.67 | 1.33 | 0.50 | 0.30 | 0.46 | 0.42 | 0.45 | 0.48 | 0.51 | 1.02 | 1.02 | 1.61 | 2.32 | 5.34 | 1.35 | 1.10 | 1.12 | 1.14 | 0.25 |
Data as of 06/05/2026, Common starting date is 04/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEN-B (Lennar Corporation) |
-53.57%
Feb 2006 – Feb 2009 |
-34.49%
Feb 2004 – Feb 2009 |
-3.34%
Jan 2006 – Jan 2016 |
-2.85%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEN-B (Lennar Corporation) |
59.89%
Mar 2009 – Mar 2012 |
50.30%
Feb 2009 – Feb 2014 |
23.84%
Feb 2009 – Feb 2019 |
26.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart