Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMRNX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS I) | 1.84% | 10.22% | 12.76% | 6.80% | 10.23% | 9.25% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMRNX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS I) | 08/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 10.22 | 12.76 | 6.80 | 10.23 | 9.25 | NA | … | … | 1.84 | 10.08 | 16.09 | 19.95 | -19.88 | 17.15 | 20.91 | 25.10 | -1.00 | 16.71 | 6.02 | -1.88 | 8.99 | 18.68 | 10.42 | -0.36 | 11.06 | 21.54 | -23.33 |
| Sharpe Ratio | NA | 0.90 | 0.90 | 0.34 | 0.68 | NA | NA | … | … | 0.19 | 0.59 | 1.27 | 1.62 | -1.15 | 1.69 | 0.93 | 2.79 | -0.19 | 3.09 | 0.65 | -0.19 | 1.12 | 2.47 | 1.15 | -0.02 | 0.87 | 1.15 | -1.27 |
| Standard Deviation(%) | NA | 8.37 | 10.59 | 12.52 | 12.72 | NA | NA | … | … | 9.59 | 12.16 | 9.84 | 10.17 | 18.62 | 10.13 | 22.23 | 8.48 | 12.33 | 5.22 | 8.93 | 10.26 | 8.02 | 7.55 | 9.07 | 16.48 | 12.62 | 18.65 | 39.72 |
| Draw Down(%) | NA | 7.71 | 13.04 | 24.08 | 24.08 | NA | NA | … | … | 7.71 | 12.60 | 5.86 | 8.75 | 23.55 | 5.14 | 23.20 | 3.92 | 14.13 | 2.28 | 7.34 | 8.41 | 5.19 | 4.48 | 7.46 | 13.06 | 11.70 | 19.91 | 33.74 |
| Yield(%) | 0.00 | 1.27 | 1.21 | 0.85 | 2.95 | 4.57 | 3.58 | … | … | 0.00 | 1.62 | 0.96 | 0.93 | 0.35 | 0.16 | 0.57 | 1.06 | 6.75 | 7.08 | 7.71 | 8.14 | 14.70 | 9.35 | 1.29 | 1.18 | 0.80 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMRNX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS I) |
1.88%
Sep 2008 – Sep 2011 |
5.52%
Feb 2011 – Feb 2016 |
7.36%
Mar 2010 – Mar 2020 |
7.54%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMRNX (1919 SOCIALLY RESPONSIVE BALANCED FUND CLASS I) |
21.01%
Dec 2018 – Dec 2021 |
15.93%
Oct 2016 – Oct 2021 |
11.80%
Sep 2011 – Sep 2021 |
10.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart