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
LIAFX (Lifex Inflation-Protected Income 1949F) 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
LIAFX (Lifex Inflation-Protected Income 1949F) 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 5.27
Sharpe Ratio NA NA NA NA NA NA NA -0.17
Standard Deviation(%) NA NA NA NA NA NA NA 5.60
Draw Down(%) NA NA NA NA NA NA NA 3.88
Yield(%) 0.00 4.20 1.40 0.84 0.42 0.28 0.21 4.20
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
LIAFX (Lifex Inflation-Protected Income 1949F) 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
LIAFX (Lifex Inflation-Protected Income 1949F) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return