Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFTAX (NLFT III Lifetime Achievement) | NA | -32.00% | -3.91% | -0.19% | 2.70% | NA | NA | … | … |
Data as of 04/17/2015, Common starting date is 02/11/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFTAX (NLFT III Lifetime Achievement) | 02/11/2002 | 04/17/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -32.00 | -3.91 | -0.19 | 2.70 | NA | NA | … | … | 3.92 | 22.88 | 14.10 | -8.21 | 22.76 | 46.71 | -45.01 | -4.22 | 27.25 | 11.39 | 9.34 | 34.51 | -4.48 |
| Sharpe Ratio | NA | 0.01 | 0.83 | 0.50 | 0.21 | NA | NA | … | … | 0.37 | 2.09 | 1.02 | -0.31 | 0.95 | 1.31 | -0.93 | -0.43 | 1.80 | 0.88 | 0.71 | 2.50 | -0.31 |
| Standard Deviation(%) | NA | 10.64 | 11.93 | 18.32 | 24.62 | NA | NA | … | … | 10.68 | 10.91 | 13.84 | 26.53 | 23.85 | 35.46 | 49.06 | 16.93 | 13.36 | 10.45 | 11.82 | 13.53 | 19.96 |
| Draw Down(%) | NA | 10.67 | 10.67 | 25.41 | 66.62 | NA | NA | … | … | 10.67 | 5.25 | 10.64 | 25.41 | 19.37 | 35.41 | 59.75 | 13.75 | 13.32 | 9.23 | 13.45 | 14.84 | 28.05 |
| Yield(%) | 0.00 | 1.50 | 0.98 | 1.01 | 4.37 | 3.77 | 2.83 | … | … | 1.54 | 0.92 | 0.00 | 1.66 | 0.00 | 0.00 | 0.12 | 7.35 | 4.29 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/17/2015, Common starting date is 02/11/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFTAX (NLFT III Lifetime Achievement) |
-20.51%
Feb 2006 – Feb 2009 |
-8.50%
Feb 2004 – Feb 2009 |
2.29%
Mar 2005 – Mar 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFTAX (NLFT III Lifetime Achievement) |
32.40%
Feb 2009 – Feb 2012 |
24.47%
Feb 2009 – Feb 2014 |
9.08%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart