Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMGIF (Lumine Group Inc.) | -15.87% | -51.73% | 6.80% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/28/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMGIF (Lumine Group Inc.) | 03/28/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.89 | -51.73 | 6.80 | NA | NA | NA | NA | … | … | -15.87 | -31.41 | 24.46 | 118.21 |
| Sharpe Ratio | NA | -1.05 | 0.08 | NA | NA | NA | NA | … | … | -0.62 | -0.81 | 0.44 | 3.73 |
| Standard Deviation(%) | NA | 51.68 | 44.57 | NA | NA | NA | NA | … | … | 57.76 | 42.94 | 37.78 | 47.28 |
| Draw Down(%) | NA | 66.54 | 66.54 | NA | NA | NA | NA | … | … | 33.40 | 58.87 | 19.69 | 27.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/28/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMGIF (Lumine Group Inc.) |
2.15%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| LMGIF (Lumine Group Inc.) |
4.55%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart