Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOTT | NA | -6.54% | -0.66% | -57.72% | -27.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOTT | 12/15/2014 | 06/05/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.54 | -0.66 | -57.72 | -27.23 | 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 06/05/2026, Common starting date is 12/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOTT (LOTT) |
-93.31%
Mar 2015 – Mar 2018 |
-84.21%
Jan 2015 – Jan 2020 |
-62.25%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOTT (LOTT) |
128.94%
Jul 2018 – Jul 2021 |
37.97%
Jun 2016 – Jun 2021 |
-25.73%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart