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
LODFF NA 66.67% 6.84% -33.49% NA NA NA
Data as of 06/09/2026, Common starting date is 07/13/2020
More Performance Analytics Comparison
Name Start Date End Date
LODFF 07/13/2020 06/09/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 66.67 6.84 -33.49 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 07/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LODFF (LODFF) -58.96%
Nov 2020 – Nov 2023
-42.07%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LODFF (LODFF) 16.55%
Apr 2023 – Apr 2026
-28.64%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return