Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIOTX (Issachar Fund Class I) | NA | 6.37% | -0.26% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIOTX (Issachar Fund Class I) | 02/23/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.37 | -0.26 | NA | NA | NA | NA | … | … | 4.62 | -3.09 | 0.19 | -7.22 | -14.91 |
| Sharpe Ratio | NA | 0.19 | -0.27 | NA | NA | NA | NA | … | … | 0.18 | -0.64 | -0.55 | -1.28 | -1.18 |
| Standard Deviation(%) | NA | 17.93 | 13.41 | NA | NA | NA | NA | … | … | 18.38 | 15.13 | 7.44 | 6.73 | 14.54 |
| Draw Down(%) | NA | 12.83 | 14.62 | NA | NA | NA | NA | … | … | 12.33 | 14.62 | 9.68 | 8.82 | 15.68 |
| Yield(%) | 0.00 | 0.00 | 0.40 | 0.19 | 0.10 | 0.06 | 0.05 | … | … | 0.00 | 0.00 | 1.22 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 02/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIOTX (Issachar Fund Class I) |
-5.20%
Aug 2021 – Aug 2024 |
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 |
|---|---|---|---|---|
| LIOTX (Issachar Fund Class I) |
0.07%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart