Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOAR (Loar Holdings Inc.) | -4.60% | -21.77% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/24/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOAR (Loar Holdings Inc.) | 04/24/2024 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.94 | -21.77 | NA | NA | NA | NA | NA | … | … | -4.60 | -6.52 | 167.32 |
| Sharpe Ratio | NA | -0.78 | NA | NA | NA | NA | NA | … | … | -0.36 | -0.23 | 3.55 |
| Standard Deviation(%) | NA | 40.65 | NA | NA | NA | NA | NA | … | … | 49.51 | 41.97 | 89.48 |
| Draw Down(%) | NA | 40.22 | NA | NA | NA | NA | NA | … | … | 28.79 | 35.83 | 22.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/24/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOAR (Loar Holdings Inc.) |
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 |
|---|---|---|---|---|
| LOAR (Loar Holdings Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart