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
LRETX NA -1.43% NA NA NA NA NA
Data as of 11/13/2018, Common starting date is 07/31/2017
More Performance Analytics Comparison
Name Start Date End Date
LRETX 07/31/2017 11/13/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017
Annualized Return (%) 0.00 -1.43 NA NA NA NA NA -1.95 0.46
Sharpe Ratio NA -1.22 NA NA NA NA NA -1.61 0.15
Standard Deviation(%) NA 2.20 NA NA NA NA NA 2.18 2.26
Draw Down(%) NA 2.95 NA NA NA NA NA 2.89 1.23
Yield(%) 0.00 1.96 0.79 0.47 0.24 0.16 0.12 1.53 0.85
Data as of 11/13/2018, Common starting date is 07/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LRETX (LRETX) 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
LRETX (LRETX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return