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
LIADX (Lifex Inflation-Protected Income 1948F) NA NA NA NA NA NA NA
Data as of 11/25/2024, Common starting date is 01/18/2024
More Performance Analytics Comparison
Name Start Date End Date
LIADX (Lifex Inflation-Protected Income 1948F) 01/18/2024 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 5.18
Sharpe Ratio NA NA NA NA NA NA NA -0.20
Standard Deviation(%) NA NA NA NA NA NA NA 5.33
Draw Down(%) NA NA NA NA NA NA NA 3.66
Yield(%) 0.00 4.06 1.35 0.81 0.41 0.27 0.20 4.06
Data as of 11/25/2024, Common starting date is 01/18/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIADX (Lifex Inflation-Protected Income 1948F) 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
LIADX (Lifex Inflation-Protected Income 1948F) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return