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
LIBJX (Lifex Inflation-Protected Income 1962F) NA NA NA NA NA NA NA
Data as of 11/25/2024, Common starting date is 01/17/2024
More Performance Analytics Comparison
Name Start Date End Date
LIBJX (Lifex Inflation-Protected Income 1962F) 01/17/2024 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 5.98
Sharpe Ratio NA NA NA NA NA NA NA -0.02
Standard Deviation(%) NA NA NA NA NA NA NA 8.66
Draw Down(%) NA NA NA NA NA NA NA 6.25
Yield(%) 0.00 8.46 2.82 1.69 0.85 0.56 0.42 8.46
Data as of 11/25/2024, Common starting date is 01/17/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIBJX (Lifex Inflation-Protected Income 1962F) 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
LIBJX (Lifex Inflation-Protected Income 1962F) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return