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
LNGVX 6.72% 17.64% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 10/21/2024
More Performance Analytics Comparison
Name Start Date End Date
LNGVX 10/21/2024 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -1.29 17.64 NA NA NA NA NA 6.72 15.10 -2.23
Sharpe Ratio NA 1.65 NA NA NA NA NA 1.14 1.04 -1.69
Standard Deviation(%) NA 9.33 NA NA NA NA NA 11.23 11.78 8.36
Draw Down(%) NA 7.83 NA NA NA NA NA 7.83 11.51 4.09
Yield(%) 0.00 3.15 1.76 1.06 0.53 0.35 0.26 0.00 3.67 1.75
Data as of 06/09/2026, Common starting date is 10/21/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LNGVX (LNGVX) 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
LNGVX (LNGVX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return