Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOTBY (Lotus Bakeries NV) | NA | -14.46% | 14.72% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOTBY (Lotus Bakeries NV) | 11/02/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.34 | -14.46 | 14.72 | NA | NA | NA | NA | … | … | -17.57 | 70.33 | 13.69 | -6.57 | -6.72 |
| Sharpe Ratio | NA | -0.35 | 0.29 | NA | NA | NA | NA | … | … | -0.78 | 1.15 | 0.57 | -1.35 | -3.49 |
| Standard Deviation(%) | NA | 49.93 | 38.92 | NA | NA | NA | NA | … | … | 33.59 | 57.99 | 17.68 | 5.93 | 9.98 |
| Draw Down(%) | NA | 47.12 | 47.12 | NA | NA | NA | NA | … | … | 30.91 | 23.47 | 7.14 | 7.20 | 6.72 |
| Yield(%) | 0.00 | 0.81 | 1.33 | 0.86 | 0.43 | 0.29 | 0.21 | … | … | 0.78 | 0.97 | 1.67 | 0.67 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOTBY (Lotus Bakeries NV) |
7.72%
Apr 2022 – Apr 2025 |
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 |
|---|---|---|---|---|
| LOTBY (Lotus Bakeries NV) |
21.85%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart