Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LII (Lennox International Inc.) | 5.01% | -6.70% | 21.12% | 9.61% | 15.26% | 19.16% | 17.55% | … | … |
Data as of 06/05/2026, Common starting date is 07/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LII (Lennox International Inc.) | 07/29/1999 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | -6.70 | 21.12 | 9.61 | 15.26 | 19.16 | 17.55 | … | … | 5.01 | -19.54 | 37.27 | 89.55 | -24.94 | 19.71 | 13.79 | 12.77 | 6.32 | 37.42 | 24.02 | 32.97 | 13.23 | 64.07 | 58.28 | -27.22 | 22.79 | 22.98 | -20.74 | 37.30 | 10.33 | 41.01 | 24.54 | 36.51 | 32.81 | 30.03 | -12.34 | -51.00 |
| Sharpe Ratio | NA | -0.27 | 0.56 | 0.22 | 0.47 | NA | NA | … | … | 0.25 | -0.63 | 1.21 | 3.00 | -0.74 | 0.79 | 0.34 | 0.51 | 0.20 | 1.98 | 1.25 | 1.64 | 0.69 | 3.13 | 1.95 | -0.64 | 0.79 | 0.56 | -0.38 | 0.95 | 0.23 | 1.43 | 0.79 | 0.97 | 0.70 | 0.57 | -0.30 | -1.38 |
| Standard Deviation(%) | NA | 35.05 | 31.99 | 32.09 | 29.31 | NA | NA | … | … | 39.03 | 35.58 | 27.72 | 28.91 | 35.57 | 24.81 | 39.36 | 22.13 | 25.02 | 18.65 | 19.09 | 20.06 | 19.16 | 20.48 | 30.10 | 42.48 | 28.88 | 40.98 | 57.66 | 36.11 | 30.65 | 27.13 | 29.98 | 36.90 | 45.00 | 48.85 | 55.82 | 61.10 |
| Draw Down(%) | NA | 33.77 | 34.71 | 46.88 | 46.88 | NA | NA | … | … | 23.17 | 32.98 | 10.02 | 15.27 | 42.38 | 16.63 | 35.87 | 20.97 | 15.28 | 16.07 | 13.16 | 11.23 | 20.88 | 8.67 | 13.14 | 52.65 | 20.30 | 30.81 | 51.41 | 20.04 | 37.71 | 17.25 | 25.69 | 15.22 | 32.64 | 32.71 | 53.46 | 52.77 |
| Yield(%) | 0.00 | 0.94 | 1.61 | 1.30 | 2.50 | 5.96 | 8.10 | … | … | 0.26 | 0.84 | 1.03 | 1.81 | 1.31 | 1.32 | 1.26 | 1.36 | 1.17 | 1.28 | 1.33 | 1.46 | 1.35 | 1.69 | 2.19 | 1.50 | 1.50 | 1.67 | 1.38 | 1.76 | 1.57 | 2.06 | 2.29 | 2.75 | 3.82 | 4.94 | 4.03 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LII (Lennox International Inc.) |
-7.90%
Jun 2019 – Jun 2022 |
-0.33%
Aug 1999 – Aug 2004 |
8.98%
Aug 1999 – Aug 2009 |
12.63%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LII (Lennox International Inc.) |
46.13%
Sep 2011 – Sep 2014 |
45.52%
Sep 2011 – Sep 2016 |
29.20%
Sep 2011 – Sep 2021 |
24.26%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart