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
LOTMY 14.76% 14.20% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 05/09/2025
More Performance Analytics Comparison
Name Start Date End Date
LOTMY 05/09/2025 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 0.74 14.20 NA NA NA NA NA 14.76 10.59
Sharpe Ratio NA 0.33 NA NA NA NA NA 0.88 0.45
Standard Deviation(%) NA 36.59 NA NA NA NA NA 41.94 31.55
Draw Down(%) NA 24.34 NA NA NA NA NA 14.69 24.34
Yield(%) 0.00 1.92 1.17 0.70 0.35 0.23 0.18 1.96 1.40
Data as of 06/05/2026, Common starting date is 05/09/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LOTMY (LOTMY) 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
LOTMY (LOTMY) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return