Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFAEX (Lifex Income Fund 1949M) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 07/02/2024, Common starting date is 01/09/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFAEX (Lifex Income Fund 1949M) | 01/09/2024 | 07/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | NA | NA | NA | NA | NA | NA | … | … | -0.07 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.56 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 6.79 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 5.29 |
| Yield(%) | 0.00 | 3.24 | 1.08 | 0.65 | 0.32 | 0.22 | 0.16 | … | … | 3.24 |
Data as of 07/02/2024, 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 |
|---|---|---|---|---|
| LFAEX (Lifex Income Fund 1949M) |
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 |
|---|---|---|---|---|
| LFAEX (Lifex Income Fund 1949M) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart