Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGGNY (Legal & General Group Plc) | 9.46% | 14.13% | 16.62% | 6.06% | 8.24% | 11.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGGNY (Legal & General Group Plc) | 01/20/2010 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 14.13 | 16.62 | 6.06 | 8.24 | 11.61 | NA | … | … | 9.46 | 32.85 | -3.48 | 17.35 | -21.62 | 19.19 | -0.87 | 45.86 | -15.77 | 30.70 | -20.65 | 9.00 | 9.13 | 55.44 | 64.95 | 8.50 | 23.95 |
| Sharpe Ratio | NA | 0.52 | 0.59 | 0.14 | 0.19 | NA | NA | … | … | 0.82 | 1.31 | -0.34 | 0.57 | -0.61 | 0.72 | -0.02 | 1.65 | -0.77 | 1.67 | -0.39 | 0.38 | 0.37 | 2.27 | 1.99 | 0.17 | 0.58 |
| Standard Deviation(%) | NA | 21.98 | 22.60 | 26.93 | 34.91 | NA | NA | … | … | 25.54 | 22.98 | 21.13 | 24.39 | 37.98 | 26.54 | 67.02 | 26.85 | 22.30 | 18.07 | 52.85 | 23.66 | 24.90 | 24.38 | 32.93 | 49.14 | 43.25 |
| Draw Down(%) | NA | 16.70 | 18.03 | 43.23 | 62.54 | NA | NA | … | … | 16.70 | 14.90 | 16.03 | 18.03 | 43.23 | 14.66 | 61.99 | 26.81 | 26.01 | 6.41 | 43.56 | 17.01 | 15.80 | 11.20 | 22.45 | 32.60 | 28.67 |
| Yield(%) | 0.00 | 8.31 | 9.23 | 6.44 | 6.94 | 11.18 | 12.18 | … | … | 5.85 | 9.66 | 8.20 | 7.94 | 5.77 | 6.92 | 5.42 | 7.11 | 5.74 | 6.30 | 4.78 | 4.69 | 4.37 | 4.93 | 6.69 | 5.37 | 8.58 |
Data as of 06/05/2026, Common starting date is 01/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGGNY (Legal & General Group Plc) |
-6.08%
Oct 2017 – Oct 2020 |
-5.62%
Mar 2015 – Mar 2020 |
3.14%
Oct 2013 – Oct 2023 |
10.42%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGGNY (Legal & General Group Plc) |
43.42%
May 2010 – May 2013 |
37.06%
Feb 2010 – Feb 2015 |
17.34%
Feb 2010 – Feb 2020 |
14.67%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart