Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOBLY | 6.73% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/25/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOBLY | 08/25/2025 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.99 | NA | NA | NA | NA | NA | NA | … | … | 6.73 | 9.72 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.09 | 0.15 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 69.62 | 183.43 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 29.27 | 52.10 |
| Yield(%) | 0.00 | 0.74 | 0.25 | 0.15 | 0.07 | 0.05 | 0.04 | … | … | 0.23 | 0.49 |
Data as of 06/09/2026, Common starting date is 08/25/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOBLY (LOBLY) |
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 |
|---|---|---|---|---|
| LOBLY (LOBLY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart