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
LGFB NA -13.32% -16.57% -7.91% NA NA NA
Data as of 09/09/2024, Common starting date is 12/09/2016
More Performance Analytics Comparison
Name Start Date End Date
LGFB 12/09/2016 09/09/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -13.32 -16.57 -7.91 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.10 0.07 0.05
Data as of 09/09/2024, Common starting date is 12/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGFB (LGFB) -38.78%
Oct 2017 – Oct 2020
-29.58%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGFB (LGFB) 22.99%
Mar 2020 – Mar 2023
-3.66%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return