Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFADX (Lifex Income Fund 1948F) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 01/09/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFADX (Lifex Income Fund 1948F) | 01/09/2024 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | NA | NA | NA | NA | NA | NA | … | … | 4.90 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.23 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 6.30 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 5.41 |
| Yield(%) | 0.00 | 5.66 | 1.89 | 1.13 | 0.57 | 0.38 | 0.28 | … | … | 5.66 |
Data as of 11/25/2024, Common starting date is 01/09/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFADX (Lifex Income Fund 1948F) |
0.00%
NA |
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 |
|---|---|---|---|---|
| LFADX (Lifex Income Fund 1948F) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart