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
LOB-PA 4.77% NA NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 08/01/2025
More Performance Analytics Comparison
Name Start Date End Date
LOB-PA 08/01/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.36 NA NA NA NA NA NA 4.77 6.44
Sharpe Ratio NA NA NA NA NA NA NA 0.49 1.72
Standard Deviation(%) NA NA NA NA NA NA NA 7.57 7.86
Draw Down(%) NA NA NA NA NA NA NA 4.92 5.12
Yield(%) 0.00 7.31 2.44 1.46 0.73 0.49 0.37 4.10 3.08
Data as of 06/10/2026, Common starting date is 08/01/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LOB-PA (LOB-PA) 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
LOB-PA (LOB-PA) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return