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
LFFFX (Lifex Income Fund 1953F) 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
LFFFX (Lifex Income Fund 1953F) 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 5.26
Sharpe Ratio NA NA NA NA NA NA NA -0.14
Standard Deviation(%) NA NA NA NA NA NA NA 7.61
Draw Down(%) NA NA NA NA NA NA NA 6.50
Yield(%) 0.00 6.48 2.16 1.30 0.65 0.43 0.32 6.48
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
LFFFX (Lifex Income Fund 1953F) 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
LFFFX (Lifex Income Fund 1953F) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return